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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 %
GM
526
GeoWealth Management
Illinois
$2.55M -$54K -774 -2%
WWM
527
Western Wealth Management
Colorado
$2.54M +$27.1K +388 +1%
Deutsche Bank
528
Deutsche Bank
Germany
$2.54M +$415K +5,942 +20%
LGA
529
Lebenthal Global Advisors
New York
$2.53M +$1.8M +25,864 +250%
JWBC
530
J.W. Burns & Co
New York
$2.51M +$2.51M +35,969 New
SFS
531
Sowell Financial Services
Arkansas
$2.5M -$746K -10,691 -23%
FGAM
532
Financial Gravity Asset Management
Texas
$2.5M +$2.31M +371,678 +1,187%
BCM
533
Barden Capital Management
Texas
$2.48M +$724K +10,373 +41%
LFP
534
Leeward Financial Partners
Washington
$2.44M -$93.5K -1,340 -4%
SC
535
Scotia Capital
Ontario, Canada
$2.39M -$507K -7,270 -18%
BF
536
Brooklyn FI
New York
$2.39M -$920K -13,183 -28%
RWA
537
Ropes Wealth Advisors
Massachusetts
$2.37M -$440K -6,299 -16%
TWA
538
Trellis Wealth Advisors
California
$2.36M +$1.24M +17,735 +110%
SWP
539
Summit Wealth Partners
Florida
$2.35M -$10.3K -147 -0.4%
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$2.34M +$582K +8,338 +33%
ECM
541
Evergreen Capital Management
Washington
$2.33M – – –
FA
542
Fagan Associates
New York
$2.28M -$145K -2,081 -6%
FA
543
Flagstar Advisors
New York
$2.26M +$428K +6,134 +23%
KBC
544
Key Bridge Compliance
$2.26M +$2.26M +32,416 New
SSW
545
Stone Summit Wealth
Florida
$2.25M -$280K -4,017 -11%
RJT
546
Raymond James Trust
Florida
$2.24M +$336K +4,809 +18%
WFA
547
Wells Financial Advisors
Massachusetts
$2.23M +$12.7K +182 +0.6%
Neuberger Berman Group
548
Neuberger Berman Group
New York
$2.22M -$29.7K -425 -1%
GLR
549
Great Lakes Retirement
Ohio
$2.21M -$188K -2,688 -8%
PWP
550
Perfromance Wealth Partners
Illinois
$2.21M -$497K -7,120 -18%
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