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Vanguard Total Bond Market
BND

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 %
WWM
751
Wiser Wealth Management
Georgia
$806K +$258K +3,591 +47%
TI
752
Tidal Investments
Wisconsin
$805K -$403K -5,603 -33%
KWMG
753
King Wealth Management Group
Florida
$804K -$45.2K -629 -5%
EB
754
Eastern Bank
Massachusetts
$801K – – –
RCIM
755
Red Cedar Investment Management
Michigan
$801K – – –
LA
756
Legacy Advisors
Pennsylvania
$799K +$347K +4,824 +77%
AWA
757
Arkadios Wealth Advisors
Georgia
$794K +$390K +5,425 +96%
MGIA
758
Moneta Group Investment Advisors
Missouri
$791K +$134K +1,809 +20%
LFG
759
Larson Financial Group
Missouri
$789K +$180K +2,499 +29%
WWA
760
WCG Wealth Advisors
Nevada
$786K +$97.1K +1,352 +14%
SFP
761
Sterling Financial Planning
New Jersey
$775K +$775K +10,791 New
GJIA
762
Glass Jacobson Investment Advisors
Maryland
$771K +$771K +10,731 New
AC
763
Addison Capital
Pennsylvania
$753K – – –
PCM
764
Piedmont Capital Management
Montana
$742K -$66.4K -925 -8%
DWM
765
Dakota Wealth Management
Florida
$736K -$82.6K -1,150 -10%
APC
766
Aspire Private Capital
North Carolina
$732K +$514K +7,152 +236%
FFA
767
Farther Finance Advisors
California
$729K +$729K +10,148 New
NW
768
Naviter Wealth
Arkansas
$728K +$728K +9,812 New
VWM
769
Valley Wealth Managers
New Jersey
$724K -$88.8K -1,236 -11%
EC
770
Estate Counselors
Wisconsin
$722K +$196K +2,735 +37%
NW
771
NewEdge Wealth
Pennsylvania
$718K -$538K -7,486 -43%
SNBOSCI
772
Security National Bank of Sioux City Iowa
Iowa
$718K +$96.2K +1,339 +15%
MIC
773
Means Investment Company
Maine
$712K -$358K -4,986 -33%
AWM
774
Aries Wealth Management
Maine
$711K -$352K -4,904 -33%
BWA
775
Bordeaux Wealth Advisors
California
$711K +$711K +9,896 New
29 30
31
32 33