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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 %
OWM
26
Orgel Wealth Management
Wisconsin
$260M +$31.5M +438,587 +14%
GEM
27
Global Endowment Management
North Carolina
$231M +$6.94M +96,600 +3%
FWI
28
Facet Wealth Inc
Maryland
$225M +$25M +343,399 +12%
Truist Financial
29
Truist Financial
North Carolina
$185M -$41.5M -577,911 -18%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$185M +$43.7M +608,615 +31%
AssetMark Inc
31
AssetMark Inc
California
$175M -$48.3M -672,835 -22%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$163M +$128M +1,778,888 +362%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$163M +$1.31M +18,198 +0.8%
G
34
GenTrust
Florida
$155M +$3.95M +54,977 +3%
Prudential Financial
35
Prudential Financial
New Jersey
$153M +$36M +501,395 +31%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$151M -$10.2M -141,831 -6%
PFA
37
Pure Financial Advisors
California
$147M +$25M +347,449 +20%
M&T Bank
38
M&T Bank
New York
$134M +$22.6M +314,978 +20%
RJA
39
Raymond James & Associates
Florida
$126M -$10.7M -148,920 -8%
RA
40
Rational Advisors
New York
$120M -$9.05M -126,003 -7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$119M +$1.11M +15,505 +0.9%
AIM
42
Acropolis Investment Management
Missouri
$118M +$11.2M +155,937 +10%
HighTower Advisors
43
HighTower Advisors
Illinois
$117M +$6.78M +94,364 +6%
DDSF
44
Diana Davis Spencer Foundation
Maryland
$116M – – –
FG
45
Foster Group
Iowa
$113M +$2.15M +29,988 +2%
MC
46
McMorgan & Co
California
$112M +$3.63M +50,598 +3%
APCM
47
Alaska Permanent Capital Management
Alaska
$112M +$516K +7,178 +0.5%
CAN
48
Cetera Advisor Networks
California
$110M +$97.4M +1,355,523 +750%
RA
49
RFG Advisory
Alabama
$107M +$34.7M +469,599 +48%
Betterment LLC
50
Betterment LLC
New York
$105M -$4.25M -59,122 -4%
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