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Vanguard Total Bond Market
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Overview Fund Activity

1,270 hedge funds and large institutions have $56.9B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 603 increasing their positions, 425 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
206
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.64%
% of All Funds
3.28%
New
118
Increased
603
Reduced
425
Closed
99
Calls
$4.8M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.39B
2
Creative Planning
Creative Planning
Kansas
+$405M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$375M
4
Charles Schwab
Charles Schwab
California
+$200M
5
LPL Financial
LPL Financial
California
+$173M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$762M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$247M
3
OPAM
Ocean Park Asset Management
California
-$243M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$160M
5
PG
Prostatis Group
Maryland
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
301
Tobias Financial Advisors
Florida
$9.6M -$1.62M -23,270 -14%
DBT
302
Dubuque Bank & Trust
Iowa
$9.59M +$3.2M +45,925 +50%
CWM
303
Certus Wealth Management
California
$9.57M +$958K +13,736 +11%
BWA
304
BlueSky Wealth Advisors
North Carolina
$9.53M -$874K -12,532 -8%
CWM
305
Cornerstone Wealth Management
Missouri
$9.46M -$17.5M -250,580 -65%
MM
306
Main Management
California
$9.38M +$47.5K +680 +0.5%
LFAS
307
Level Four Advisory Services
Texas
$9.34M +$1.4M +20,003 +18%
AWA
308
Acorn Wealth Advisors
Michigan
$9.07M +$7.29M +104,404 +409%
JAG
309
Journey Advisory Group
Kentucky
$9.04M +$1.7M +24,394 +23%
PP
310
PDS Planning
Ohio
$8.91M +$486K +6,971 +6%
CA
311
Continuum Advisory
Idaho
$8.9M -$17.9K -256 -0.2%
Baird Financial Group
312
Baird Financial Group
Wisconsin
$8.89M -$166K -2,382 -2%
SWM
313
Sugarloaf Wealth Management
Georgia
$8.79M +$8.79M +125,913 New
MCWS
314
McKinley Carter Wealth Services
West Virginia
$8.74M -$1.88M -26,894 -18%
GLLW
315
Graves Light Lenhart Wealth
Virginia
$8.71M +$908K +13,198 +12%
WS
316
Wela Strategies
Georgia
$8.5M +$143K +2,047 +2%
BFPW
317
BOK Financial Private Wealth
Colorado
$8.49M +$865K +12,391 +11%
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$8.43M +$614K +8,800 +8%
CI
319
Conning Inc
Connecticut
$8.34M – – –
MECA
320
Miller Equity Capital Advisors
Texas
$8.27M +$94.3K +1,351 +1%
CFP
321
Curran Financial Partners
South Carolina
$8.24M +$3.75M +53,707 +83%
Brown Advisory
322
Brown Advisory
Maryland
$8.15M +$666K +9,550 +9%
AIA
323
Arbor Investment Advisors
North Carolina
$8.13M +$3.26M +46,743 +67%
CWM
324
Connecticut Wealth Management
Connecticut
$7.94M +$1.08M +15,421 +16%
SWM
325
Spire Wealth Management
Virginia
$7.83M -$601K -8,613 -7%
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