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Vanguard Total Bond Market
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Overview Fund Activity

1,242 hedge funds and large institutions have $53.9B invested in Vanguard Total Bond Market in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 475 increasing their positions, 458 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,242
Holders Change
+99
Holders Change %
+8.66%
% of All Funds
20.04%
Holding in Top 10
208
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.43%
% of All Funds
3.36%
New
218
Increased
475
Reduced
458
Closed
92
Calls
$5.99M
Puts
$5.19M
Net Calls
+$797K
Net Calls Change
-$860K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$1.59B
2
Goldman Sachs
Goldman Sachs
New York
+$1.02B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$858M
4
Morgan Stanley
Morgan Stanley
New York
+$506M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$498M

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
-$145M
2
EA
Efficient Advisors
Ohio
-$93.7M
3
SEI Investments
SEI Investments
Pennsylvania
-$89.8M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$84.1M
5
BAAM
Baker Avenue Asset Management
California
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
251
Roble Belko & Company
Pennsylvania
$10.9M +$10.9M +152,338 New
IC
252
Inscription Capital
Texas
$10.9M +$9.84K +137 +0.1%
IWC
253
Integrated Wealth Concepts
Massachusetts
$10.9M -$216K -3,009 -2%
FMP
254
Financial Management Professionals
Texas
$10.8M -$3.75M -52,167 -26%
FWP
255
Falcon Wealth Planning
California
$10.7M +$1.97M +27,388 +23%
MWM
256
Magnolia Wealth Management
Alabama
$10.7M +$10.7M +148,600 New
SXL
257
Summit X LLC
Missouri
$10.5M +$2.74M +36,394 +35%
TPCW
258
TD Private Client Wealth
New York
$10.5M -$2.47M -34,366 -19%
MAS
259
Meeder Advisory Services
Ohio
$10.5M +$10.5M +146,564 New
LFAS
260
Level Four Advisory Services
Texas
$10.4M -$2.27M -31,577 -18%
CIAS
261
CBIZ Investment Advisory Services
Ohio
$10.4M +$10.4M +145,081 New
NCG
262
Newport Capital Group
New Jersey
$10.3M -$9.87M -137,328 -49%
SWM
263
Spire Wealth Management
Virginia
$10.3M +$8.91M +124,071 +647%
LFA
264
Landmark Financial Advisors
Kentucky
$10.2M -$21.8K -303 -0.2%
CGH
265
CMG Global Holdings
Texas
$10.2M +$7.8M +108,527 +325%
BSSFA
266
Baron Silver Stevens Financial Advisors
Florida
$10.2M +$1.6M +22,293 +19%
PA
267
PFG Advisors
Arizona
$10.2M +$2.53M +35,160 +33%
MM
268
Main Management
California
$10.2M +$9.88M +137,582 +3,628%
AI
269
Atria Investments
North Carolina
$9.91M -$1.96M -27,322 -17%
WLIM
270
White Lighthouse Investment Management
Massachusetts
$9.78M +$893K +12,437 +10%
MFA
271
Mayflower Financial Advisors
Massachusetts
$9.63M +$2.01M +28,044 +26%
PCA
272
Personal Capital Advisors
California
$9.59M +$7.6M +105,767 +382%
NEWAS
273
N.E.W. Advisory Services
Wisconsin
$9.57M +$170K +2,367 +2%
SRC
274
Shufro Rose & Co
New York
$9.46M +$5.96M +83,030 +171%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$9.44M -$299K -4,160 -3%
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