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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 %
TI
976
Truepoint Inc
Ohio
$367K -$45.4K -651 -11%
DSC
977
Duncker Streett & Co
Missouri
$366K +$1.33K +19 +0.4%
H
978
HoyleCohen
California
$366K -$7.89K -113 -2%
CHP
979
Cable Hill Partners
Oregon
$364K +$31.9K +457 +10%
SAM
980
S.A. Mason
Michigan
$363K – – –
ACP
981
Aveo Capital Partners
Colorado
$362K +$698 +10 +0.2%
SDH
982
Sloy Dahl & Holst
Washington
$361K – – –
WAM
983
WNY Asset Management
New York
$359K – – –
BBW
984
Blue Barn Wealth
Utah
$359K -$23.1K -331 -6%
WFS
985
Weitzel Financial Services
Iowa
$357K +$1.86K +27 +0.5%
WP
986
WealthSpring Partners
California
$356K +$419 +6 +0.1%
RIA
987
Regal Investment Advisors
Michigan
$355K -$837 -12 -0.2%
SPL
988
Smart Portfolios LLC
Washington
$355K – – –
CB
989
Community Bank
New York
$355K +$9.35K +134 +3%
SW
990
Simplicity Wealth
New Jersey
$355K +$355K +5,084 New
FDCDDQ
991
Federation des caisses Desjardins du Quebec
Quebec, Canada
$354K +$56.8K +814 +19%
API
992
Advisor Partners II
California
$353K -$284K -4,066 -45%
HWA
993
Hillcrest Wealth Advisors
New Jersey
$352K +$126K +1,800 +55%
VBWMG
994
Von Berge Wealth Management Group
California
$352K +$22.7K +324 +7%
AC
995
Addison Capital
Pennsylvania
$351K +$2.51K +36 +0.7%
CHJWM
996
Carlton Hofferkamp & Jenks Wealth Management
Texas
$350K – – –
AWM
997
AllSquare Wealth Management
New York
$350K -$1.4K -20 -0.4%
CIA
998
Choate Investment Advisors
Massachusetts
$350K – – –
SIA
999
Stegner Investment Associates
Kentucky
$349K +$18.1K +259 +5%
JGIA
1000
Jackson Grant Investment Advisers
Connecticut
$348K -$6.07K -87 -2%
38 39
40
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