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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 %
IIM
901
Ironwood Investment Management
Massachusetts
$454K -$950K -13,224 -68%
FC
902
Family CFO
California
$453K – – –
HH
903
Hilltop Holdings
Texas
$452K +$452K +6,298 New
APP
904
Avantax Planning Partners
Iowa
$451K +$136K +1,895 +43%
KOC
905
Koss-Olinger Consulting
Florida
$450K -$244K -3,396 -35%
KDA
906
Kraft Davis & Associates
Missouri
$450K +$450K +6,182 New
AWM
907
AllSquare Wealth Management
New York
$447K -$2.16K -30 -0.5%
RIA
908
Regal Investment Advisors
Michigan
$442K -$97.1K -1,351 -18%
SIA
909
Schechter Investment Advisors
Michigan
$442K -$7.76K -108 -2%
RWA
910
River Wealth Advisors
Pennsylvania
$441K +$441K +6,143 New
CPP
911
Capasso Planning Partners
South Carolina
$441K -$575 -8 -0.1%
AWE
912
Avidian Wealth Enterprises
Texas
$439K +$73.6K +1,025 +20%
FHC
913
Fort Henry Capital
West Virginia
$438K +$119K +1,656 +37%
KOCAA
914
Knights of Columbus Asset Advisors
Connecticut
$436K +$53.2K +741 +14%
RWP
915
Revolve Wealth Partners
New Jersey
$432K +$156K +2,178 +57%
SDWIA
916
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$432K +$19.8K +276 +5%
DSC
917
Duncker Streett & Co
Missouri
$426K +$1.51K +21 +0.4%
CF
918
Centaurus Financial
California
$425K -$780K -10,846 -65%
TRCT
919
Tower Research Capital (TRC)
New York
$424K +$403K +5,610 +1,934%
ATC
920
Adirondack Trust Company
New York
$422K – – –
TCMP
921
Thrive Capital Management (Pennsylvania)
Pennsylvania
$422K +$422K +5,868 New
BFG
922
Berger Financial Group
Minnesota
$421K -$119K -1,660 -22%
UWM
923
USAdvisors Wealth Management
Minnesota
$421K -$20.7K -288 -5%
FOA
924
Five Oceans Advisors
California
$417K -$647 -9 -0.2%
JWM
925
Janiczek Wealth Management
Colorado
$416K – – –
35 36
37
38 39