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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 %
AAM
201
Ameraudi Asset Management
New York
$18.2M -$474K -6,794 -3%
LGWM
202
Litman Gregory Wealth Management
California
$17.9M +$5.98M +85,759 +50%
COI
203
Connable Office Inc
Michigan
$17.7M +$17.7M +254,264 New
NSIM
204
North Star Investment Management
Illinois
$17.6M +$10.7M +153,363 +156%
DT
205
Daniels + Tansey
Delaware
$17.5M -$9.98M -209,632 -36%
LRIA
206
Leonard Rickey Investment Advisors
Washington
$17.4M +$17.4M +249,793 New
TA
207
Trellis Advisors
Washington
$17.3M +$852K +12,203 +5%
SA
208
SAM Advisors
California
$17.3M -$112K -1,600 -0.6%
DAS
209
Dynamic Advisor Solutions
Arizona
$17.2M +$916K +13,122 +6%
PBF
210
Petix & Botte Financial
California
$17.2M +$663K +9,499 +4%
PPC
211
Park Place Capital
Alabama
$17.2M – – –
CFA
212
Cahill Financial Advisors
Minnesota
$17M +$446K +6,386 +3%
IWC
213
Integrated Wealth Concepts
Massachusetts
$16.9M +$3.51M +50,255 +26%
BFA
214
Bluestem Financial Advisors
Illinois
$16.9M +$888K +12,732 +6%
CAM
215
Cobblestone Asset Management
Virginia
$16.8M +$16.8M +241,269 New
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$16.8M +$321K +4,593 +2%
TC
217
TownSquare Capital
Utah
$16.6M +$212K +3,040 +1%
FAIM
218
Financial Advocates Investment Management
Washington
$16.4M +$1.52M +21,817 +10%
OIA
219
OneDigital Investment Advisors
Kansas
$16.4M +$173K +2,485 +1%
EWM
220
Executive Wealth Management
Michigan
$16M -$489K -7,003 -3%
VWA
221
Visionary Wealth Advisors
Illinois
$16M +$454K +6,500 +3%
CST
222
Charles Schwab Trust
Nevada
$16M -$1.04M -14,872 -6%
BWM
223
Brown Wealth Management
Illinois
$15.8M -$159K -2,284 -1%
WANY
224
Wealthspire Advisors (New York)
New York
$15.7M -$746K -10,689 -5%
CL
225
Choreo LLC
Illinois
$15.6M -$862K -12,345 -5%
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