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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 %
APG
801
Abacus Planning Group
South Carolina
$644K +$644K +8,963 New
CAAM
802
Cornerstone Advisors Asset Management
Pennsylvania
$643K +$643K +8,955 New
AC
803
AWM Capital
Arizona
$643K -$437K -6,076 -40%
AWM
804
Arista Wealth Management
Nevada
$643K +$643K +8,944 New
FSG
805
Financial Strategies Group
Michigan
$642K +$11.5K +160 +2%
NSB
806
Norway Savings Bank
Maine
$641K -$55.3K -770 -8%
AWA
807
Archvest Wealth Advisors
California
$638K +$224K +3,112 +54%
ACG
808
Allen Capital Group
Nebraska
$638K +$638K +8,884 New
SFC
809
SYM Financial Corp
Indiana
$635K +$156K +2,171 +33%
AIC
810
Archer Investment Corporation
Indiana
$634K -$43K -599 -6%
DWM
811
Darwin Wealth Management
Florida
$619K -$126K -1,703 -17%
PWS
812
Paragon Wealth Strategies
Florida
$618K +$618K +8,601 New
PP
813
PrairieView Partners
Minnesota
$612K -$5.02K -70 -0.8%
CC
814
Courier Capital
New York
$611K +$151K +2,104 +33%
RB
815
Rodgers Brothers
Pennsylvania
$611K – – –
PMG
816
ProVise Management Group
Florida
$610K -$5.89K -82 -1%
SCA
817
Snowden Capital Advisors
New York
$609K -$221K -3,074 -27%
AIS
818
American Investment Services
Massachusetts
$603K -$9.55K -133 -2%
Bank Julius Baer & Co
819
Bank Julius Baer & Co
Switzerland
$601K +$9.49K +132 +2%
SP
820
Successful Portfolios
Florida
$601K +$17.2K +240 +3%
PA
821
Procyon Advisors
Connecticut
$599K +$79.5K +1,106 +15%
SAS
822
SMI Advisory Services
Indiana
$598K – – –
PG
823
Prostatis Group
Maryland
$596K +$596K +8,295 New
LFG
824
Lockerman Financial Group
California
$593K – – –
RPCA
825
Running Point Capital Advisors
California
$593K +$447K +6,224 +308%
31 32
33
34 35