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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 %
TFG
926
Tilson Financial Group
New Jersey
$416K +$416K +5,797 New
T
927
TrueFG
Texas
$416K +$46.8K +652 +13%
RGC
928
Roberts, Glore & Co
Illinois
$415K -$1.28M -17,816 -76%
BIA
929
Barry Investment Advisors
Massachusetts
$415K -$170K -2,360 -29%
RMA
930
Roffman Miller Associates
Pennsylvania
$414K – – –
RAG
931
RIA Advisory Group
Iowa
$411K +$411K +6,122 New
SSWM
932
Sheets Smith Wealth Management
North Carolina
$411K – – –
VCP
933
Verus Capital Partners
Arizona
$410K +$14.7K +204 +4%
CW
934
CIC Wealth
Maryland
$410K +$410K +5,711 New
CHJWM
935
Carlton Hofferkamp & Jenks Wealth Management
Texas
$407K -$40.4K -545 -9%
DBRC
936
D.B. Root & Company
Pennsylvania
$404K -$194K -2,702 -32%
VNB
937
Virginia National Bank
Virginia
$400K -$86.2K -1,200 -18%
PFG
938
Pinnacle Financial Group
Illinois
$400K +$154K +2,146 +63%
SCM
939
Sebold Capital Management
Illinois
$400K +$400K +5,562 New
EIP
940
Ellis Investment Partners
Pennsylvania
$399K +$272K +3,783 +213%
EFG
941
Everhart Financial Group
Ohio
$399K +$33K +459 +9%
CWM
942
Congress Wealth Management
Massachusetts
$398K -$104K -1,446 -21%
FCM
943
Fortis Capital Management
Washington
$393K -$366K -5,092 -48%
H
944
HoyleCohen
California
$392K +$5.17K +72 +1%
RB
945
Renasant Bank
Mississippi
$388K +$388K +5,407 New
FAG
946
Fortitude Advisory Group
Washington
$388K +$30.3K +422 +8%
CCA
947
Checchi Capital Advisers
California
$385K +$385K +5,364 New
CCM
948
Colorado Capital Management
Colorado
$384K – – –
OAJ
949
Ogorek Anthony Joseph
New York
$384K +$3.52K +49 +0.9%
DCM
950
Dimension Capital Management
Florida
$384K – – –
36 37
38
39 40