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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 %
BWA
776
Beam Wealth Advisors
Louisiana
$706K -$246K -3,420 -26%
IP
777
Ignite Planners
California
$704K +$704K +9,496 New
DC
778
DeDora Capital
California
$703K -$334K -4,653 -32%
V
779
Veritable
Delaware
$700K +$718 +10 +0.1%
AF
780
Affiance Financial
Minnesota
$699K -$2.16K -30 -0.3%
MCA
781
MSH Capital Advisors
Arizona
$697K -$165K -2,303 -19%
Balyasny Asset Management
782
Balyasny Asset Management
Illinois
$696K +$696K +9,694 New
RWM
783
RBA Wealth Management
California
$692K +$69.8K +971 +11%
CT
784
Colonial Trust
South Carolina
$688K -$4.45K -62 -0.6%
BWM
785
BerganKDV Wealth Management
Minnesota
$686K +$663K +9,235 +2,979%
TMWM
786
Taylor & Morgan Wealth Management
Michigan
$683K +$5.17K +72 +0.8%
TDWM
787
Topel & Distasi Wealth Management
California
$676K +$5.68K +79 +0.8%
BIA
788
Bell Investment Advisors
California
$671K +$653K +9,088 +3,650%
HT
789
Headlands Technologies
Illinois
$669K +$669K +9,310 New
LSA
790
Lion Street Advisors
Texas
$669K -$482K -5,641 -42%
Marshall Wace
791
Marshall Wace
United Kingdom
$668K +$668K +9,300 New
IA
792
Integrity Advisory
Kansas
$662K -$1.48M -20,640 -69%
BL
793
Balentine LLC
Georgia
$662K +$18.2K +253 +3%
OWM
794
Opes Wealth Management
California
$658K +$39.6K +551 +6%
SCG
795
Sonata Capital Group
Washington
$657K – – –
CSWM
796
Cassady Schiller Wealth Management
Ohio
$656K -$494K -6,875 -43%
MW
797
Marcum Wealth
Ohio
$652K -$239K -3,326 -27%
DCM
798
Driehaus Capital Management
Illinois
$650K +$650K +9,054 New
PO
799
Private Ocean
California
$650K -$54.5K -759 -8%
WPC
800
Wedmont Private Capital
Pennsylvania
$645K -$97.5K -1,329 -13%
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