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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 %
SW
1051
Simplicity Wealth
New Jersey
$248K +$248K +3,454 New
VNA
1052
Valley National Advisers
Pennsylvania
$247K -$29.1K -396 -11%
VWM
1053
Venturi Wealth Management
Texas
$246K – – –
AIP
1054
Almanack Investment Partners
Pennsylvania
$246K -$1.54M -21,437 -86%
PGWM
1055
Pitti Group Wealth Management
New York
$244K +$244K +3,397 New
AAM
1056
Autus Asset Management
Arizona
$243K +$14K +195 +6%
MWP
1057
Meridian Wealth Partners
Pennsylvania
$242K -$17.2K -239 -7%
SWIG
1058
Strategic Wealth Investment Group
Kentucky
$242K +$3.58K +48 +1%
DWT
1059
Dorsey & Whitney Trust
South Dakota
$242K +$242K +3,370 New
CSPAM
1060
Cary Street Partners Asset Management
Virginia
$240K +$73.6K +1,024 +44%
PF
1061
Parker Financial
Washington
$239K +$239K +3,320 New
OWM
1062
OneAscent Wealth Management
Alabama
$238K – – –
TBC
1063
Ted Buchan & Co
California
$238K +$238K +3,307 New
CNB
1064
Camden National Bank
Maine
$237K -$46.7K -650 -16%
SL
1065
SWMG LLC
Texas
$235K -$1.99M -27,634 -89%
IWA
1066
Inspirion Wealth Advisors
Illinois
$235K – – –
AFAS
1067
Acorn Financial Advisory Services
Virginia
$234K +$16.1K +224 +7%
ML
1068
McAdam LLC
Pennsylvania
$234K -$80.5K -949 -26%
HWA
1069
Hillcrest Wealth Advisors
New Jersey
$233K – – –
KPWG
1070
KFA Private Wealth Group
Virginia
$232K +$232K +3,229 New
SCA
1071
Stonebridge Capital Advisors
Minnesota
$231K +$101K +1,406 +78%
FCAM
1072
First Citizens Asset Management
North Carolina
$231K +$231K +3,217 New
SIS
1073
Sound Income Strategies
Florida
$231K +$119K +1,658 +107%
JFGIW
1074
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$230K +$2.59K +36 +1%
PWA
1075
Pillar Wealth Advisors
Pennsylvania
$230K – – –
41 42
43
44 45