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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 %
CMBA
501
C.M. Bidwell & Associates
Hawaii
$2.9M -$47.2K -676 -2%
SWA
502
Sightline Wealth Advisors
Connecticut
$2.88M +$2.88M +41,312 New
PFG
503
PAX Financial Group
Texas
$2.87M +$1.31M +18,703 +84%
KFGK
504
Keystone Financial Group (Kentucky)
Kentucky
$2.82M +$255K +3,660 +10%
CB
505
Commerce Bank
Missouri
$2.8M -$10.6M -152,245 -79%
EIG
506
Ellenbecker Investment Group
Wisconsin
$2.76M -$140K -2,011 -5%
BG
507
Benedetti & Gucer
Georgia
$2.73M +$2.73M +39,120 New
CSPIA
508
Cary Street Partners Investment Advisory
Virginia
$2.71M +$158K +2,258 +6%
MPIA
509
Mountain Pacific Investment Advisers
Idaho
$2.7M +$1.46M +20,987 +119%
CCA
510
Cobblestone Capital Advisors
New York
$2.68M -$1.35M -19,292 -33%
DAM
511
Delta Asset Management
Tennessee
$2.67M -$151K -2,168 -5%
MWM
512
Meridian Wealth Management
Kentucky
$2.66M +$2.41M +34,468 +930%
Bank of Nova Scotia
513
Bank of Nova Scotia
Ontario, Canada
$2.66M – – –
SF
514
Symphony Financial
Texas
$2.66M +$210K +3,054 +9%
AAS
515
Ameritas Advisory Services
Nebraska
$2.64M +$607K +8,851 +30%
PP
516
Prosperity Planning
Missouri
$2.63M -$2.74M – –
WP
517
WealthSource Partners
California
$2.61M +$368K +5,280 +16%
AFGAS
518
Allegiance Financial Group Advisory Services
Virginia
$2.61M +$73.2K +1,049 +3%
FA
519
Fermata Advisors
California
$2.61M +$432K +6,189 +20%
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$2.59M +$536K +7,681 +26%
SPP
521
Single Point Partners
Massachusetts
$2.59M +$2.59M +37,070 New
PB
522
Pinnacle Bancorp
Nebraska
$2.59M -$66.9K -959 -3%
HCM
523
Howard Capital Management
Georgia
$2.58M +$1.47K +21 +0.1%
SFA
524
Source Financial Advisors
New York
$2.58M -$68.9K -988 -3%
FPFS
525
First Personal Financial Services
North Carolina
$2.57M -$93.9K -1,345 -4%
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