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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 %
MAM
651
Marotta Asset Management
Virginia
$1.31M +$885K +12,318 +208%
MWA
652
Mills Wealth Advisors
Texas
$1.3M +$1.3M +18,067 New
HA
653
HFG Advisors
Ohio
$1.29M +$1.29M +17,928 New
IFWM
654
Institute for Wealth Management
Colorado
$1.28M -$92.5K -1,288 -7%
Wealth Enhancement Advisory Services
655
Wealth Enhancement Advisory Services
Minnesota
$1.27M -$3.18M -42,987 -71%
TIP
656
Torray Investment Partners
Maryland
$1.27M – – –
FCBT
657
First Citizens Bank & Trust
North Carolina
$1.26M +$246K +3,420 +24%
HP
658
HT Partners
Connecticut
$1.26M +$336K +4,684 +37%
PFA
659
Petra Financial Advisors
Colorado
$1.25M +$1.25M +17,409 New
FSWA
660
Financial Synergies Wealth Advisors
Texas
$1.24M -$48K -668 -4%
ML
661
Mayport LLC
Massachusetts
$1.24M -$164K -2,283 -12%
RFP
662
RCS Financial Planning
Maryland
$1.24M +$1.24M +17,275 New
HWM
663
Howard Wealth Management
Connecticut
$1.23M -$2.76M -38,416 -69%
RIA
664
Realta Investment Advisors
Delaware
$1.23M -$21.9K -305 -2%
IWN
665
Independent Wealth Network
Iowa
$1.23M -$54.7K -762 -4%
WF
666
Warner Financial
Maryland
$1.22M +$38.2K +532 +3%
HNB
667
Huntington National Bank
Ohio
$1.22M -$1.26M – –
AW
668
Avion Wealth
Texas
$1.22M – – –
QA
669
Quantitative Advantage
Minnesota
$1.21M +$910K +12,665 +303%
PWM
670
Penobscot Wealth Management
Maine
$1.21M +$23.1K +321 +2%
CSPIA
671
Cary Street Partners Investment Advisory
Virginia
$1.2M -$51.1K -711 -4%
OFP
672
OLIO Financial Planning
Virginia
$1.2M +$9.41K +131 +0.8%
MPW
673
Melone Private Wealth
Michigan
$1.2M -$275K -3,826 -19%
TWC
674
TD Waterhouse Canada
Ontario, Canada
$1.19M +$374K +5,184 +46%
IA
675
IFG Advisory
Georgia
$1.19M -$13.9K -193 -1%
25 26
27
28 29