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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 %
SFA
551
Sequoia Financial Advisors
Ohio
$2.2M -$154K -2,212 -7%
WAM
552
Worth Asset Management
Texas
$2.2M -$435K -6,231 -17%
FRA
553
Frank Rimerman Advisors
California
$2.2M – – –
HWM
554
HB Wealth Management
Georgia
$2.19M +$70.8K +1,014 +3%
FA
555
FC Advisory
Pennsylvania
$2.18M -$204K -2,928 -9%
RFG
556
RFP Financial Group
Georgia
$2.17M -$48.2K -691 -2%
TWA
557
Tandem Wealth Advisors
Arizona
$2.16M +$15.1K +216 +0.7%
CIBC World Market
558
CIBC World Market
Ontario, Canada
$2.16M +$29.5K +423 +1%
OIS
559
Okabena Investment Services
Minnesota
$2.15M – – –
EK
560
Evensky & Katz
Florida
$2.15M -$115K -1,649 -5%
GIS
561
Grayhawk Investment Strategies
Alberta, Canada
$2.15M – – –
BF
562
BOK Financial
Oklahoma
$2.14M +$541K +7,892 +34%
FSA
563
Financial Security Advisor
Virginia
$2.14M +$2.14M +30,650 New
CIC
564
Cutler Investment Counsel
Oregon
$2.13M -$43.3K -620 -2%
EB
565
Eastern Bank
Massachusetts
$2.13M – – –
CANC
566
Culbertson A N & Co
Virginia
$2.12M -$81.8K -1,172 -4%
FAM
567
Frontier Asset Management
Wyoming
$2.12M +$92K +1,318 +5%
ASN
568
Advisory Services Network
Georgia
$2.1M -$1.07M -15,297 -34%
CWM
569
Congress Wealth Management
Massachusetts
$2.1M +$2.1M +30,102 New
BFG
570
Berger Financial Group
Minnesota
$2.1M +$1.69M +24,210 +413%
AFS
571
Annapolis Financial Services
Maryland
$2.08M +$51.1K +733 +3%
BST
572
Bath Savings Trust
Maine
$2.07M -$125K -1,798 -6%
CS
573
Comerica Securities
Michigan
$2.06M -$185K -2,658 -8%
NIM
574
NEOS Investment Management
Connecticut
$2.05M +$2.05M +29,529 New
MHS
575
M Holdings Securities
Oregon
$2.05M +$2.05M +29,332 New
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