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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 %
FFP
701
Forbes Financial Planning
Rhode Island
$1.26M +$1.26M +18,065 New
IWN
702
Independent Wealth Network
Iowa
$1.25M +$171K +2,455 +16%
LWM
703
Laidlaw Wealth Management
New York
$1.25M -$395K -5,665 -24%
GT
704
Glenview Trust
Kentucky
$1.24M +$765K +10,961 +160%
RTL
705
Red Tortoise LLC
Georgia
$1.24M +$10.9K +156 +0.9%
CF
706
Centaurus Financial
California
$1.23M +$422K +6,048 +52%
MA
707
MONECO Advisors
Connecticut
$1.22M +$72.7K +1,042 +6%
FCI
708
Financial Counselors Inc
Kansas
$1.22M +$1.22M +17,538 New
CWM
709
Cahaba Wealth Management
Georgia
$1.19M +$206K +2,951 +21%
SWM
710
Shakespeare Wealth Management
Wisconsin
$1.19M +$667K +9,562 +128%
FSWA
711
Financial Synergies Wealth Advisors
Texas
$1.18M +$20.9K +300 +2%
BWP
712
Baldwin Wealth Partners
Massachusetts
$1.15M +$9K +129 +0.8%
NFG
713
Nations Financial Group
Iowa
$1.15M +$337K +4,831 +41%
FCBT
714
First Citizens Bank & Trust
North Carolina
$1.15M +$135K +1,941 +13%
CWM
715
CIBC World Markets
New York
$1.15M +$1.15M +16,459 New
WS
716
Wedbush Securities
California
$1.14M -$221K -3,169 -16%
WIP
717
WealthCare Investment Partners
Rhode Island
$1.1M +$41K +593 +4%
SB
718
Strategic Blueprint
Georgia
$1.1M +$221K +3,167 +25%
CTA
719
Chesley Taft & Associates
Illinois
$1.1M -$11.7K -168 -1%
Victory Capital Management
720
Victory Capital Management
Texas
$1.09M – – –
GL
721
Graypoint LLC
New York
$1.09M +$48.7K +698 +5%
KeyBank National Association
722
KeyBank National Association
Ohio
$1.08M +$636K +9,118 +143%
TCM
723
Traynor Capital Management
Pennsylvania
$1.07M +$83.2K +1,193 +8%
BWM
724
BCGM Wealth Management
Indiana
$1.07M +$2.02K +29 +0.2%
DWM
725
Dakota Wealth Management
Florida
$1.06M -$10.5K -151 -1%
27 28
29
30 31