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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 %
OHWP
1026
Oak Harbor Wealth Partners
North Carolina
$273K -$18.2K -253 -6%
DU
1027
Delphia (USA)
Ontario, Canada
$272K +$11.1K +154 +4%
MAWCM
1028
Mine & Arao Wealth Creation & Management
California
$271K – – –
WEG
1029
World Equity Group
Illinois
$270K +$5.53K +77 +2%
AP
1030
Adero Partners
California
$269K – – –
OFS
1031
Oldfather Financial Services
Nebraska
$267K +$44K +613 +20%
CSIA
1032
Charles Schwab Investment Advisory
California
$267K -$91.7K -1,276 -26%
VIP
1033
Vantage Investment Partners
Missouri
$267K – – –
PAM
1034
Palisade Asset Management
Minnesota
$267K -$42.1K -586 -14%
WA
1035
Waverly Advisors
Alabama
$266K +$29.4K +409 +12%
BHWM
1036
Beaird Harris Wealth Management
Texas
$264K +$1.37K +19 +0.5%
FPGT
1037
Financial Partners Group (Tennessee)
Tennessee
$263K +$263K +3,659 New
CAG
1038
Crestwood Advisors Group
Massachusetts
$261K -$13.1K -183 -5%
PAM
1039
Peak Asset Management
Colorado
$261K +$261K +3,634 New
NFG
1040
Nations Financial Group
Iowa
$260K -$10.3K -143 -4%
VF
1041
Vawter Financial
Ohio
$256K +$256K +3,567 New
WFAG
1042
Wescott Financial Advisory Group
Pennsylvania
$256K -$46.6K -649 -15%
CFA
1043
Compass Financial Advisors
Indiana
$255K +$431 +6 +0.2%
1WA
1044
180 Wealth Advisors
Washington
$253K +$5.19K +70 +2%
SB
1045
Simmons Bank
Arkansas
$253K -$123K -1,717 -33%
NCM
1046
Northwest Capital Management
Oregon
$250K +$1.58K +22 +0.6%
GAA
1047
Global Assets Advisory
Florida
$250K -$5.75K -80 -2%
AI
1048
Accredited Investors
Minnesota
$250K -$2.24M -31,204 -90%
CIAS
1049
Capital Investment Advisory Services
North Carolina
$250K -$98.1K -1,365 -28%
VBWMG
1050
Von Berge Wealth Management Group
California
$248K +$248K +3,353 New
40 41
42
43 44