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Vanguard Total Bond Market
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Overview Fund Activity

1,254 hedge funds and large institutions have $53.9B invested in Vanguard Total Bond Market in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 525 increasing their positions, 474 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
20.07%
Holding in Top 10
196
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.77%
% of All Funds
3.14%
New
132
Increased
525
Reduced
474
Closed
90
Calls
$9.43M
Puts
$3.72M
Net Calls
+$5.71M
Net Calls Change
+$4.92M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$727M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$315M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$240M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$198M
5
Creative Planning
Creative Planning
Kansas
+$196M

Top Sellers

1
Jane Street
Jane Street
New York
-$263M
2
State Street
State Street
Massachusetts
-$173M
3
Bank of America
Bank of America
North Carolina
-$137M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$69.3M
5
BlackRock
BlackRock
New York
-$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
201
D.A. Davidson & Co
Montana
$17.1M +$4.37M +59,190 +34%
ST
202
Smithfield Trust
Pennsylvania
$17.1M +$374K +5,062 +2%
JCM
203
Jacobi Capital Management
Pennsylvania
$17M +$16.1M +218,095 +1,800%
TA
204
Trellis Advisors
Washington
$17M +$437K +5,917 +3%
Lido Advisors
205
Lido Advisors
California
$16.5M +$6.99M +94,732 +74%
Barclays
206
Barclays
United Kingdom
$16.3M -$1.92M -25,959 -11%
BFA
207
Bluestem Financial Advisors
Illinois
$16.3M +$885K +11,991 +6%
FAIM
208
Financial Advocates Investment Management
Washington
$16M +$2.69M +36,424 +20%
OPS
209
Orion Portfolio Solutions
Nebraska
$15.8M +$6.93M +93,815 +78%
BCI
210
Brinker Capital Investments
Pennsylvania
$15.8M +$11.3M +153,053 +253%
PGFC
211
Peapack-Gladstone Financial Corp
New Jersey
$15.7M +$360K +4,919 +2%
CWAG
212
Compton Wealth Advisory Group
Virginia
$15.3M +$3.94M +53,399 +35%
FA
213
FDx Advisors
Illinois
$15.2M – – –
COCM
214
Charter Oak Capital Management
New Hampshire
$14.9M +$567K +7,686 +4%
VWA
215
Visionary Wealth Advisors
Illinois
$14.9M +$1.54M +20,900 +12%
HWM
216
HFG Wealth Management
Texas
$14.8M +$14.8M +200,957 New
PCA
217
Pallas Capital Advisors
Massachusetts
$14.7M +$10.9M +147,156 +281%
AAS
218
Avantax Advisory Services
Texas
$14.6M -$438K -5,932 -3%
AA
219
Atmos Advisory
Pennsylvania
$14.6M +$1.4M +18,945 +11%
MWM
220
McNaughton Wealth Management
California
$14.4M -$187K -2,539 -1%
HL
221
Hernani LP
Jersey
$14.4M -$971K -13,150 -6%
DI
222
DFPG Investments
Utah
$14.4M +$1.36M +18,425 +10%
WF
223
Whelan Financial
California
$14.3M +$437K +5,923 +3%
ZF
224
Zhang Financial
Michigan
$14.3M +$5.01M +67,883 +54%
UB
225
UMB Bank
Missouri
$14.3M +$2.58M +34,970 +22%
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