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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
$7.29B
2
Creative Planning
Creative Planning
Kansas
$3.87B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.76B
4
Charles Schwab
Charles Schwab
California
$268M
5
LPL Financial
LPL Financial
California
$2.34B

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.3B
3
OPAM
Ocean Park Asset Management
California
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$402M
5
PG
Prostatis Group
Maryland
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
101
Gilbert & Cook
Iowa
$48.7M +$4.87M +69,779 +11%
AA
102
Apriem Advisors
California
$48.4M +$48.4M +693,800 New
RFA
103
RTD Financial Advisors
Pennsylvania
$47.9M -$1.16M -16,566 -2%
MNG
104
Manning & Napier Group
New York
$47.7M -$47.8M – –
BCM
105
Brookstone Capital Management
Illinois
$46.8M -$9.84M -144,571 -17%
RRWA
106
Rainey & Randall Wealth Advisors
Florida
$46.6M +$194K +2,786 +0.4%
LPT
107
Legacy Private Trust
Wisconsin
$46.1M +$22.4M +320,782 +94%
CA
108
Cetera Advisors
Colorado
$45.7M +$3.08M +44,073 +7%
LMIM
109
Lockheed Martin Investment Management
Maryland
$45.4M +$3.49M +50,000 +8%
BMCM
110
Bryn Mawr Capital Management
Pennsylvania
$44.6M +$6.57M +94,206 +17%
PIFP
111
Partners in Financial Planning
Virginia
$43.8M +$1.59M +22,846 +4%
CA
112
Cambridge Advisors
Nebraska
$43.7M -$232K -3,328 -0.5%
TCM
113
Twele Capital Management
Minnesota
$43.6M -$473K -6,773 -1%
GCM
114
G2 Capital Management
Ohio
$43.2M +$933K +13,377 +2%
JF
115
Joule Financial
Kentucky
$43M +$5.06M +72,460 +13%
BSWM
116
Boston Standard Wealth Management
Massachusetts
$42.1M +$1.83M +26,245 +5%
SW
117
SoFi Wealth
California
$41.4M +$2.58M +36,969 +7%
LSAG
118
Lake Street Advisors Group
New Hampshire
$40.6M +$1.41M +20,243 +4%
WFA
119
West Financial Advisors
Iowa
$39.9M +$1.77M +25,296 +5%
VAS
120
Vestmark Advisory Solutions
Massachusetts
$39.8M +$8.32M +119,171 +26%
EI
121
Ellevest Inc
New York
$39.8M +$3.55M +50,902 +10%
BCM
122
BTC Capital Management
Iowa
$39.5M -$3.16M -45,229 -7%
KMWM
123
Keudell/Morrison Wealth Management
Oregon
$39.2M -$214K -3,073 -0.5%
EH
124
Equitable Holdings
New York
$39M +$3.3M +47,308 +9%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$38.9M +$7.06M +101,150 +22%
3 4
5
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