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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 %
CAL
751
Capital Analysts LLC
Pennsylvania
$951K -$38.7K -555 -4%
FSG
752
Financial Strategies Group
Michigan
$949K +$265K +3,860 +39%
THL
753
Tillman Hartley LLC
Colorado
$944K -$20.7K -296 -2%
FCH
754
Freestone Capital Holdings
Washington
$928K +$265K +3,803 +40%
ACA
755
Aptus Capital Advisors
Alabama
$927K -$89K -1,276 -9%
GIM
756
Goelzer Investment Management
Indiana
$916K +$916K +13,127 New
GWANC
757
Guardian Wealth Advisors (North Carolina)
North Carolina
$910K -$103K -1,475 -10%
HWM
758
Hemington Wealth Management
Virginia
$904K +$13.3K +190 +1%
WWM
759
Wiser Wealth Management
Georgia
$897K +$20K +287 +2%
CIA
760
Capital Investment Advisors
Georgia
$896K -$78.1K -1,119 -8%
HAS
761
HBW Advisory Services
California
$885K -$5.56M -79,721 -86%
ACM
762
AUA Capital Management
Pennsylvania
$885K – – –
BSW
763
Buckingham Strategic Wealth
Missouri
$884K -$276K -3,953 -24%
NB
764
NBT Bank
New York
$880K +$331K +4,740 +60%
CIAS
765
CFS Investment Advisory Services
New Jersey
$869K +$449K +6,430 +107%
AT
766
American Trust
Kentucky
$867K -$815K -11,681 -48%
WWA
767
WCG Wealth Advisors
Nevada
$865K +$86.9K +1,246 +11%
CA
768
Claro Advisors
Massachusetts
$863K +$258K +3,697 +43%
TF
769
Trek Financial
Arizona
$854K +$258K +3,703 +43%
TWA
770
TCI Wealth Advisors
Arizona
$853K -$331K -4,747 -28%
HIS
771
Horizon Investment Services
Indiana
$852K -$88.7K -1,271 -9%
PCA
772
Pallas Capital Advisors
Massachusetts
$848K -$25.5M -372,673 -97%
Qube Research & Technologies (QRT)
773
Qube Research & Technologies (QRT)
United Kingdom
$844K +$844K +12,102 New
BC
774
Burney Company
Virginia
$840K -$325K -4,652 -28%
SA
775
Sunesis Advisors
Kansas
$839K +$839K +12,029 New
29 30
31
32 33