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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 %
AIC
726
Archer Investment Corporation
Indiana
$1.06M +$99.8K +1,430 +10%
MWA
727
Mills Wealth Advisors
Texas
$1.06M -$161K -2,304 -13%
CWM
728
Collaborative Wealth Management
Florida
$1.06M -$96.6K -1,384 -8%
TIP
729
Torray Investment Partners
Maryland
$1.05M -$113K -1,625 -10%
ETIA
730
Epic Trust Investment Advisors
Washington
$1.05M -$193K -2,770 -16%
BAAM
731
Baker Avenue Asset Management
California
$1.05M -$70.3K -1,008 -6%
PRWA
732
Platte River Wealth Advisors
Colorado
$1.04M +$101K +1,444 +11%
RFP
733
Root Financial Partners
California
$1.03M +$81.7K +1,171 +9%
EWM
734
Endowment Wealth Management
Wisconsin
$1.03M +$29.6K +424 +3%
RPWA
735
Regent Peak Wealth Advisors
Georgia
$1.03M +$1.03M +14,703 New
TI
736
Tidal Investments
Wisconsin
$1.02M – – –
BIA
737
Bell Investment Advisors
California
$1.02M +$369K +5,295 +57%
TFM
738
TFC Financial Management
Massachusetts
$1.02M +$349 +5 +0%
B
739
Bridgeworth
Alabama
$1.01M -$182K -2,608 -15%
IFWM
740
Institute for Wealth Management
Colorado
$1.01M -$2.93K -42 -0.3%
SF
741
Synovus Financial
Georgia
$1.01M -$15.2K -218 -1%
BSWA
742
Bromfield Sneider Wealth Advisors
Massachusetts
$1M +$23.1K +331 +2%
RFP
743
RCS Financial Planning
Maryland
$998K +$51.2K +733 +5%
AR
744
Apeiron RIA
Texas
$989K +$23.9K +342 +2%
ITB
745
Idaho Trust Bank
Idaho
$989K -$5.65K -81 -0.6%
ACM
746
Alpha Capital Management
Texas
$980K +$692K +9,915 +240%
HPC
747
HM Payson & Co
Maine
$977K +$977K +13,994 New
BBWP
748
Beacon Bridge Wealth Partners
Pennsylvania
$970K -$126K -1,799 -11%
MAM
749
McLean Asset Management
Virginia
$968K -$469K -6,761 -33%
JCM
750
Jacobi Capital Management
Pennsylvania
$956K +$111K +1,584 +13%
28 29
30
31 32