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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 %
PGFC
201
Peapack-Gladstone Financial Corp
New Jersey
$15M +$2.75M +38,312 +22%
BFA
202
Bluestem Financial Advisors
Illinois
$15M +$521K +7,246 +4%
HL
203
Hernani LP
Jersey
$15M +$15M +208,250 New
AAS
204
Avantax Advisory Services
Texas
$14.7M -$518K -7,210 -3%
SAG
205
SageView Advisory Group
California
$14.4M +$14.4M +200,392 New
IWM
206
IHT Wealth Management
Illinois
$14.3M -$839K -606 -6%
MWM
207
McNaughton Wealth Management
California
$14.2M -$698K -9,718 -5%
MCWS
208
McKinley Carter Wealth Services
West Virginia
$14.2M +$5.45M +75,808 +62%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$14.1M +$2.24M +31,244 +19%
BOH
210
Bank of Hawaii
Hawaii
$14M +$3.17M +44,078 +29%
COCM
211
Charter Oak Capital Management
New Hampshire
$14M -$2.8M -38,998 -17%
FCC
212
Flower City Capital
New York
$13.7M +$13.7M +190,710 New
WF
213
Whelan Financial
California
$13.5M -$155K -2,158 -1%
FWA
214
FOCUS Wealth Advisors
Texas
$13.3M -$116K -1,620 -0.9%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$13.2M -$224K -3,125 -2%
GRP
216
Global Retirement Partners
California
$13.1M -$27.4K -382 -0.2%
DI
217
DFPG Investments
Utah
$13M +$11.6M +157,175 +832%
VWA
218
Visionary Wealth Advisors
Illinois
$13M -$3.18M -44,264 -20%
SA
219
SAM Advisors
California
$12.9M +$12.9M +180,153 New
FAIM
220
Financial Advocates Investment Management
Washington
$12.9M +$2.65M +36,869 +26%
JF
221
Joule Financial
Kentucky
$12.8M +$10.5M +145,601 +440%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$12.8M +$3.76M +52,366 +42%
AA
223
Atmos Advisory
Pennsylvania
$12.8M -$2.15M -29,917 -14%
CF
224
Corrigan Financial
Rhode Island
$12.7M +$154K +2,141 +1%
DADC
225
D.A. Davidson & Co
Montana
$12.4M -$518K -7,215 -4%
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