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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 %
MC
51
McMorgan & Co
California
$116M +$3.34M +47,907 +3%
SP
52
Stairway Partners
Illinois
$116M -$34.7M -496,660 -23%
DDSF
53
Diana Davis Spencer Foundation
Maryland
$112M – – –
TIAA Trust, National Association
54
TIAA Trust, National Association
North Carolina
$110M +$110M +1,571,221 New
EA
55
Efficient Advisors
Ohio
$105M +$3.32M +47,573 +3%
Betterment LLC
56
Betterment LLC
New York
$104M +$1.79M +25,674 +2%
RA
57
Rational Advisors
New York
$102M -$4.15M -59,415 -4%
AA
58
Alesco Advisors
New York
$102M +$4.51M +64,632 +5%
Fidelity International
59
Fidelity International
Bermuda
$101M +$93.8M +1,344,606 +1,241%
BWL
60
Bogart Wealth LLC
Virginia
$101M +$17.9M +257,012 +22%
MML Investors Services
61
MML Investors Services
Massachusetts
$95.3M +$10.1M +145,093 +12%
SC
62
Savant Capital
Illinois
$92.6M +$23.6M +338,275 +34%
CFA
63
Capstone Financial Advisors
Illinois
$91.5M +$3.59M +51,482 +4%
VFA
64
Voya Financial Advisors
Connecticut
$91.3M +$5.59M +80,127 +7%
Mariner
65
Mariner
Kansas
$91.3M +$8.49M +121,688 +10%
ANTB
66
AMG National Trust Bank
Colorado
$89.8M +$14.7M +210,991 +20%
VFP
67
Verus Financial Partners
Virginia
$88M +$5.67M +81,694 +7%
PIMG
68
Patriot Investment Management Group
Tennessee
$83.6M +$4.63M +66,302 +6%
Citigroup
69
Citigroup
New York
$82.1M -$600K -8,592 -0.7%
BPA
70
Beacon Pointe Advisors
California
$81.7M +$12.8M +183,542 +19%
CAM
71
Chandler Asset Management
California
$80.9M +$3.35M +48,052 +4%
PLFA
72
Pacific Life Fund Advisors
California
$80.4M +$80.4M +1,152,032 New
MWA
73
Martel Wealth Advisors
Washington
$79.8M +$3.67M +52,650 +5%
Wealthfront Advisers
74
Wealthfront Advisers
California
$76.3M -$965K -13,826 -1%
AA
75
ALPS Advisors
Colorado
$75.6M +$4.89M +70,105 +7%
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