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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 %
3IP
826
3Chopt Investment Partners
Virginia
$591K +$591K +8,232 New
CRWM
827
Castle Rock Wealth Management
California
$589K -$23.7K -319 -4%
SPL
828
Smart Portfolios LLC
Washington
$589K +$589K +8,192 New
CCM
829
Chilton Capital Management
Texas
$587K -$109K -1,520 -16%
MWM
830
Meritas Wealth Management
California
$584K +$584K +8,135 New
CGPCS
831
Capital Group Private Client Services
California
$582K +$582K +8,101 New
BAWC
832
Boyce & Associates Wealth Consulting
Texas
$580K -$30.3K -422 -5%
MPIA
833
Mountain Pacific Investment Advisers
Idaho
$578K – – –
FFM
834
Forum Financial Management
Illinois
$577K +$120K +1,677 +26%
TC
835
TownSquare Capital
Utah
$577K +$577K +8,027 New
AIM
836
AMI Investment Management
Indiana
$576K -$1.13M -15,796 -66%
VWA
837
V Wealth Advisors
Kansas
$574K +$84.6K +1,177 +17%
SGWM
838
Sterling Group Wealth Management
California
$573K +$573K +7,981 New
HI
839
Hendershot Investments
Virginia
$570K -$491K -6,841 -46%
NA
840
Nottingham Advisors
New York
$566K +$566K +7,881 New
UFA
841
US Financial Advisors
Massachusetts
$565K – – –
BBNB
842
Baker Boyer National Bank
Washington
$565K – – –
SFS
843
Summit Financial Strategies
Ohio
$564K +$564K +7,852 New
RWM
844
Ruedi Wealth Management
Illinois
$562K +$562K +6,596 New
IAN
845
Integrated Advisors Network
Texas
$554K -$69K -960 -11%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$551K +$143K +1,986 +35%
LFASL
847
Lugano Financial Advisors SA (LFA)
Switzerland
$549K – – –
CCB
848
Country Club Bank
Missouri
$547K +$321K +4,463 +142%
CA
849
Claro Advisors
Massachusetts
$546K -$25.9K -361 -5%
RF
850
Rollins Financial
Georgia
$543K +$543K +7,559 New
32 33
34
35 36