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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 %
TFA
176
Transamerica Financial Advisors
Florida
$21.6M +$1.03M +14,809 +5%
PWM
177
Perigon Wealth Management
California
$21.2M +$379K +5,425 +2%
PMA
178
Prudent Man Advisors
Illinois
$21M +$453K +6,489 +2%
HBT
179
Hills Bank & Trust
Iowa
$21M +$9.38M +134,462 +81%
TFF
180
The Family Firm
Maryland
$20.9M +$309K +4,429 +1%
ZF
181
Zhang Financial
Michigan
$20.9M +$2.32M +33,352 +13%
HPC
182
Hobart Private Capital
North Carolina
$20.6M +$192K +2,753 +0.9%
GAM
183
Gotham Asset Management
New York
$20.4M +$1.78M +25,475 +10%
AA
184
Axiom Advisory
California
$20.3M +$813K +11,648 +4%
CF
185
Corrigan Financial
Rhode Island
$20.3M +$532K +7,624 +3%
GRP
186
Global Retirement Partners
California
$19.9M -$60.7K -880 -0.3%
BWM
187
Benchmark Wealth Management
Connecticut
$19.8M +$1.33M +19,039 +7%
RWP
188
RWA Wealth Partners
Massachusetts
$19.8M +$2.21M +31,733 +13%
COCM
189
Charter Oak Capital Management
New Hampshire
$19.7M +$5.01M +71,804 +34%
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$19.6M +$17.9M +256,913 +1,065%
Cerity Partners
191
Cerity Partners
New York
$19.6M -$1.84M -26,304 -9%
Allspring Global Investments
192
Allspring Global Investments
North Carolina
$19.5M +$370K +5,298 +2%
IA
193
IFP Advisors
Florida
$19.5M +$1.01M +14,450 +5%
SC
194
Stephens Consulting
Michigan
$18.7M +$398K +5,706 +2%
FWP
195
Falcon Wealth Planning
California
$18.7M +$4.69M +67,250 +34%
FMP
196
Financial Management Professionals
Texas
$18.5M +$6.94M +99,411 +60%
JSL
197
JT Stratford LLC
Georgia
$18.4M +$2.35M +33,677 +15%
CTWM
198
Cherry Tree Wealth Management
Minnesota
$18.3M +$1.56M +22,386 +9%
ST
199
Smithfield Trust
Pennsylvania
$18.2M +$1.91M +27,423 +12%
IFA
200
Index Fund Advisors
California
$18.2M +$103K +1,469 +0.6%
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