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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
$7.29B
2
Creative Planning
Creative Planning
Kansas
$3.87B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.76B
4
Charles Schwab
Charles Schwab
California
$268M
5
LPL Financial
LPL Financial
California
$2.34B

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.3B
3
OPAM
Ocean Park Asset Management
California
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$402M
5
PG
Prostatis Group
Maryland
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.39B +$12.3M +175,918 +0.2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.29B +$1.39B +19,907,152 +24%
Morgan Stanley
3
Morgan Stanley
New York
$5.76B +$144M +2,061,088 +3%
Creative Planning
4
Creative Planning
Kansas
$3.87B +$405M +5,800,676 +12%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.98B +$21.9M +314,511 +0.7%
LPL Financial
6
LPL Financial
California
$2.34B +$173M +2,478,188 +8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.76B +$375M +5,367,298 +27%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.3B -$247M -3,540,369 -16%
Wells Fargo
9
Wells Fargo
California
$1.16B -$42.8M -613,771 -4%
SEI Investments
10
SEI Investments
Pennsylvania
$1.11B +$83.2M +1,192,615 +8%
Goldman Sachs
11
Goldman Sachs
New York
$1.09B -$13.3M -191,113 -1%
Bank of America
12
Bank of America
North Carolina
$1.08B +$92.1M +1,320,250 +9%
AF
13
Allworth Financial
California
$1.06B +$41M +587,703 +4%
BlackRock
14
BlackRock
New York
$889M -$3.2M -45,862 -0.4%
MIS
15
Morningstar Investment Services
Illinois
$657M +$25.4M +363,289 +4%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M -$762M -10,916,136 -58%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$402M -$160M -2,286,472 -28%
Osaic Holdings
18
Osaic Holdings
Arizona
$386M +$82.5M +1,181,983 +27%
Ameriprise
19
Ameriprise
Minnesota
$345M +$12.9M +184,940 +4%
OWM
20
Orgel Wealth Management
Wisconsin
$338M +$5.29M +75,760 +2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$337M -$4.76M -68,177 -1%
UBS Group
22
UBS Group
Switzerland
$296M -$1.83M -26,223 -0.6%
Charles Schwab
23
Charles Schwab
California
$268M +$200M +2,866,691 +294%
CIAS
24
CBIZ Investment Advisory Services
Ohio
$241M +$40M +573,348 +20%
GEM
25
Global Endowment Management
North Carolina
$220M -$7.4M -106,000 -3%
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