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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 %
HSA
851
HBK Sorce Advisory
Pennsylvania
$543K +$309K +4,304 +132%
GFS
852
GYL Financial Synergies
Connecticut
$542K +$203K +2,825 +60%
SVWAG
853
Sound View Wealth Advisors Group
Georgia
$537K +$30K +408 +6%
Fiera Capital (Canada)
854
Fiera Capital (Canada)
Quebec, Canada
$529K +$154K +2,138 +41%
AFS
855
Access Financial Services
Minnesota
$527K +$4.81K +67 +0.9%
RCAG
856
Rehmann Capital Advisory Group
Michigan
$523K -$315K -4,389 -38%
IAG
857
Investment Advisory Group
Massachusetts
$523K -$10.8K -151 -2%
CM
858
Cornerstone Management
Georgia
$517K -$18.8K -261 -3%
SS
859
Sunbelt Securities
Texas
$517K +$26.6K +370 +5%
BTI
860
Blue Trust Inc
Georgia
$516K +$510K +7,155 +7,950%
RMC
861
Regis Management Company
California
$516K +$516K +7,188 New
TCA
862
Transcend Capital Advisors
New Jersey
$515K -$26.7K -371 -5%
GAB
863
German American Bancorp
Indiana
$515K +$515K +7,173 New
BS
864
Boenning & Scattergood
Pennsylvania
$514K -$212K -2,668 -29%
CWC
865
Carolinas Wealth Consulting
North Carolina
$512K +$4.31K +60 +0.8%
EAM
866
Evanson Asset Management
California
$511K -$569K -7,927 -53%
WP
867
WealthSpring Partners
California
$511K -$595K -8,280 -54%
MWM
868
MorganRosel Wealth Management
Colorado
$509K -$245K -3,414 -33%
SFP
869
Sandbox Financial Partners
Maryland
$508K +$508K +7,069 New
ICG
870
InterOcean Capital Group
Tennessee
$506K -$391K -5,445 -44%
HCP
871
Hexagon Capital Partners
Arkansas
$498K +$211K +2,931 +73%
Lazard Asset Management
872
Lazard Asset Management
New York
$493K -$1.19M – –
SAM
873
SignalPoint Asset Management
Missouri
$493K +$24K +334 +5%
KFI
874
Key Financial Inc
Pennsylvania
$493K – – –
BWP
875
Balboa Wealth Partners
Arizona
$493K +$33.3K +463 +7%
33 34
35
36 37