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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 %
DWA
1276
Delos Wealth Advisors
Texas
$72 – – –
CMA
1277
Cedar Mountain Advisors
Oregon
$2 -$2 – –
TAIM
1278
TD Ameritrade Investment Management
Nebraska
– -$302M -4,155,460 Closed
OPAM
1279
Ocean Park Asset Management
California
– -$243M -3,344,558 Closed
SWG
1280
Summit Wealth Group
Vermont
– -$32.5M -446,852 Closed
PWM
1281
PRW Wealth Management
Massachusetts
– -$10.2M -140,660 Closed
MWM
1282
Merriman Wealth Management
Washington
– -$6.59M -90,699 Closed
FPCG
1283
Forum Private Client Group
Indiana
– -$4.55M -62,647 Closed
VAS
1284
Valicenti Advisory Services
New York
– -$3.86M -53,047 Closed
TAS
1285
TIFF Advisory Services
Pennsylvania
– -$3.82M -52,590 Closed
HI
1286
Horizon Investments
North Carolina
– -$3.64M -50,397 Closed
AWA
1287
Arete Wealth Advisors
Illinois
– -$2.98M -41,049 Closed
MCA
1288
Magnolia Capital Advisors
Mississippi
– -$2.92M -40,133 Closed
WFA
1289
WMG Financial Advisors
Tennessee
– -$2.51M -34,575 Closed
GCM
1290
Gallacher Capital Management
Colorado
– -$2.22M -30,560 Closed
3IP
1291
3Chopt Investment Partners
Virginia
– -$1.72M -23,637 Closed
Squarepoint
1292
Squarepoint
New York
– -$1.66M -22,846 Closed
SW
1293
SMART Wealth
Nebraska
– -$1.61M -22,215 Closed
CS
1294
Capital Square
Tennessee
– -$1.6M -22,071 Closed
MAWAG
1295
Mid-American Wealth Advisory Group
Missouri
– -$1.31M -18,031 Closed
FLA
1296
Financial Life Advisors
Texas
– -$1M -13,772 Closed
HBT
1297
Heartland Bank & Trust
Illinois
– -$957K -13,159 Closed
RCIM
1298
Red Cedar Investment Management
Michigan
– -$935K -12,863 Closed
AA
1299
Aufman Associates
Pennsylvania
– -$919K -12,642 Closed
RWM
1300
Rezny Wealth Management
Florida
– -$806K -11,083 Closed
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