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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 %
OFG
976
Orcam Financial Group
California
$349K +$349K +4,861 New
MPW
977
Monterey Private Wealth
California
$348K +$8.55K +119 +3%
CFA
978
CWS Financial Advisors
Michigan
$345K -$58.9K -695 -15%
C
979
Covestor
United Kingdom
$345K +$97.3K +1,352 +39%
PWM
980
PRW Wealth Management
Massachusetts
$338K +$338K +4,710 New
HL
981
HeadInvest LLC
Maine
$335K – – –
ACM
982
AlphaStar Capital Management
North Carolina
$332K -$13.4K -187 -4%
ACA
983
Anchor Capital Advisors
Massachusetts
$330K – – –
VW
984
Vance Wealth
California
$327K +$327K +4,552 New
AFG
985
AFS Financial Group
Maryland
$327K +$327K +4,551 New
WWM
986
WT Wealth Management
Arizona
$327K -$2.59K -36 -0.8%
WIP
987
WealthCare Investment Partners
Rhode Island
$325K -$719K -10,010 -69%
MAP
988
Milestone Advisory Partners
North Carolina
$325K – – –
DJSG
989
D.J. St. Germain
Massachusetts
$323K -$64.5K -3,409 -17%
TLFA
990
True Link Financial Advisors
California
$322K -$107K -1,493 -25%
APA
991
Astoria Portfolio Advisors
New York
$322K +$322K +4,344 New
TTWM
992
TCV Trust & Wealth Management
Virginia
$320K +$97.6K +1,358 +44%
JIC
993
Joel Isaacson & Co
New York
$317K +$72 +1 +0%
FIM
994
Freedom Investment Management
Connecticut
$317K +$52.9K +736 +20%
ONB
995
Old National Bancorp
Indiana
$317K -$149K -2,080 -32%
ESB
996
Essex Savings Bank
Connecticut
$317K +$80.7K +1,123 +34%
DWMS
997
Dominguez Wealth Management Solutions
Virginia
$315K +$315K +4,381 New
WIM
998
WealthPlan Investment Management
Nebraska
$314K +$314K +4,291 New
CNWM
999
Clay Northam Wealth Management
California
$313K -$32.3K -450 -9%
WP
1000
WealthPLAN Partners
Nebraska
$312K +$312K +4,291 New
38 39
40
41 42