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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 %
AAG
151
Armstrong Advisory Group
Massachusetts
$26.9M +$991K +14,195 +4%
AIP
152
Ameritas Investment Partners
Nebraska
$26.9M -$349K -5,000 -1%
GW
153
GW & Wade
Massachusetts
$26.8M +$1.69M +24,214 +7%
ACS
154
Archford Capital Strategies
Illinois
$26.8M +$5.63M +80,633 +27%
AWM
155
Axxcess Wealth Management
California
$26.6M +$26.6M +381,128 New
AL
156
Aspiriant LLC
California
$26.3M +$1.43M +20,470 +6%
AFFA
157
ALM First Financial Advisors
Texas
$26.2M – – –
KWM
158
Kingsview Wealth Management
Oregon
$25.8M +$6.23M +89,221 +32%
CAAS
159
Capital Asset Advisory Services
Michigan
$25.2M +$1.35M +19,411 +6%
NC
160
NewSquare Capital
Pennsylvania
$25M +$566K +8,115 +2%
ICG
161
InterOcean Capital Group
Tennessee
$24.9M +$24M +343,493 +2,534%
ERIC
162
Eagle Rock Investment Company
Georgia
$24.8M -$596K -8,543 -2%
AWM
163
AE Wealth Management
Kansas
$24.7M -$3.24M -46,390 -12%
BIA
164
BHK Investment Advisors
Alabama
$24.6M +$958K +13,722 +4%
TCM
165
TD Capital Management
Tennessee
$24.1M +$5.81M +83,206 +32%
FWM
166
Focused Wealth Management
New York
$23.6M -$9.24M -132,390 -28%
CWAG
167
Compton Wealth Advisory Group
Virginia
$23.3M +$9.18M +131,565 +65%
CFG
168
Carr Financial Group
Massachusetts
$23.2M +$3.84M +55,062 +20%
CA
169
Crewe Advisors
Utah
$23M +$1.47M +21,095 +7%
PWMG
170
Prestige Wealth Management Group
New Jersey
$23M +$2.36M +33,766 +11%
SWA
171
Strategies Wealth Advisors
Michigan
$23M +$957K +13,713 +4%
PFM
172
Phillips Financial Management
Indiana
$22.6M +$106K +1,524 +0.5%
NOI
173
Newton One Investments
Delaware
$22.3M -$978K -14,020 -4%
KL
174
KWMG LLC
Kansas
$21.8M +$696K +9,971 +3%
FA
175
FDx Advisors
Illinois
$21.7M +$2.67M +38,226 +14%
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