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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 %
CWM
301
Certus Wealth Management
California
$8.97M +$8.97M +123,415 New
SWM
302
Spire Wealth Management
Virginia
$8.78M -$1.01M -13,868 -10%
TSW
303
Thompson Siegel & Walmsley
Virginia
$8.78M +$1.35M +18,530 +18%
PP
304
PDS Planning
Ohio
$8.77M -$79.8K -1,098 -0.9%
PA
305
PFG Advisors
Arizona
$8.71M +$294K +4,042 +3%
WS
306
Wela Strategies
Georgia
$8.71M +$199K +2,731 +2%
CI
307
Conning Inc
Connecticut
$8.69M
MECA
308
Miller Equity Capital Advisors
Texas
$8.52M +$1.23M +16,865 +17%
NEI
309
Northwest & Ethical Investments
Ontario, Canada
$8.47M +$2.47M +34,000 +41%
DC
310
Darrow Company
Massachusetts
$8.31M +$842K +11,588 +11%
LFAS
311
Level Four Advisory Services
Texas
$8.28M -$1.4M -19,269 -14%
GLLW
312
Graves Light Lenhart Wealth
Virginia
$8.24M -$188K -2,590 -2%
SHWM
313
Smith & Howard Wealth Management
Georgia
$8.24M +$514K +7,076 +7%
KCPG
314
Kavar Capital Partners Group
Kansas
$8.19M -$79.1K -1,088 -1%
Mirae Asset Global Investments
315
Mirae Asset Global Investments
South Korea
$8.14M +$1.41M +19,386 +21%
DI
316
DFPG Investments
Utah
$7.95M -$6.23M -85,436 -44%
BFPW
317
BOK Financial Private Wealth
Colorado
$7.95M +$1.42M +19,571 +22%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$7.94M +$274K +3,771 +4%
BC
319
Bartlett & Co
Ohio
$7.94M +$274K +3,771 +4%
AUIM
320
Aegon USA Investment Management
Iowa
$7.93M -$42.4K -583 -0.5%
Fidelity International
321
Fidelity International
Bermuda
$7.87M +$575K +7,914 +8%
Brown Advisory
322
Brown Advisory
Maryland
$7.8M +$126K +1,738 +2%
JAG
323
Journey Advisory Group
Kentucky
$7.64M +$2.41M +33,184 +46%
PWMAG
324
Pinnacle Wealth Management Advisory Group
New Jersey
$7.4M +$1.6M +21,948 +28%
FW
325
FirstPurpose Wealth
Utah
$7.38M +$527K +7,253 +8%