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Vanguard Total Bond Market

1,268 hedge funds and large institutions have $56.8B invested in Vanguard Total Bond Market in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 591 increasing their positions, 442 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,268
Holders Change
+14
Holders Change %
+1.12%
% of All Funds
20%
Holding in Top 10
195
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.51%
% of All Funds
3.08%
New
105
Increased
591
Reduced
442
Closed
75
Calls
$6.07M
Puts
$1.28M
Net Calls
+$4.79M
Net Calls Change
-$922K
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
226
Karpus Investment Management
New York
$14.7M +$7.95M +109,411 +118%
CWAG
227
Compton Wealth Advisory Group
Virginia
$14.7M -$376K -5,175 -2%
FWP
228
Falcon Wealth Planning
California
$14.6M +$1.49M +20,460 +11%
MPW
229
MGO Private Wealth
California
$14.4M +$1.68M +23,104 +13%
WF
230
Whelan Financial
California
$14.4M +$297K +4,081 +2%
AA
231
Atmos Advisory
Pennsylvania
$14.4M +$50.6K +696 +0.4%
BOH
232
Bank of Hawaii
Hawaii
$14.3M +$238K +3,274 +2%
WA
233
WBH Advisory
Maryland
$14.1M +$326K +4,489 +2%
RA
234
Riversedge Advisors
Delaware
$14M -$5.33M -73,281 -27%
CB
235
Commerce Bank
Missouri
$14M -$5.2M -71,521 -27%
IWC
236
Integrated Wealth Concepts
Massachusetts
$13.9M +$1.05M +14,495 +8%
USAA
237
United Services Automobile Association
Texas
$13.9M -$4.04M -55,643 -23%
BCI
238
Brinker Capital Investments
Pennsylvania
$13.7M -$1.83M -25,176 -12%
OPS
239
Orion Portfolio Solutions
Nebraska
$13.7M -$1.83M -25,176 -12%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$13.4M -$229K -3,145 -2%
HCC
241
Hirtle Callaghan & Co
Pennsylvania
$13.3M +$951K +13,086 +8%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$13.3M +$3.06M +44,468 +30%
EPM
243
Elm Partners Management
Pennsylvania
$13.3M -$14M -192,515 -51%
PA
244
Pinnacle Associates
New York
$13.2M +$1.82M +24,995 +16%
AWA
245
Aletheian Wealth Advisors
Washington
$13.2M +$1.39M +19,130 +12%
FWA
246
FOCUS Wealth Advisors
Texas
$13.2M -$133K -1,835 -1%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$12.7M +$257K +3,540 +2%
BSSFA
248
Baron Silver Stevens Financial Advisors
Florida
$12.7M +$3.46M +47,571 +37%
R
249
Rebalance
California
$12.7M +$6.56M +90,200 +107%
JWA
250
JFS Wealth Advisors
Pennsylvania
$12.6M +$9.3K +128 +0.1%