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Vanguard Total Bond Market

1,270 hedge funds and large institutions have $56.9B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 603 increasing their positions, 425 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
206
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.64%
% of All Funds
3.28%
New
118
Increased
603
Reduced
425
Closed
99
Calls
$4.8M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
KCPG
326
Kavar Capital Partners Group
Kansas
$7.78M -$84.4K -1,210 -1%
PWMAG
327
Pinnacle Wealth Management Advisory Group
New Jersey
$7.77M +$668K +9,567 +9%
DC
328
Darrow Company
Massachusetts
$7.76M -$219K -3,141 -3%
Thrivent Financial for Lutherans
329
Thrivent Financial for Lutherans
Minnesota
$7.71M +$799K +11,447 +12%
FW
330
FirstPurpose Wealth
Utah
$7.67M +$585K +8,383 +8%
PA
331
PFG Advisors
Arizona
$7.58M -$783K -11,222 -9%
AUIM
332
Aegon USA Investment Management
Iowa
$7.57M -$42.1K -604 -0.6%
FFA
333
Farther Finance Advisors
California
$7.44M +$5.77M +82,718 +346%
MG
334
Mather Group
Illinois
$7.43M +$3.58M +51,331 +93%
SHWM
335
Smith & Howard Wealth Management
Georgia
$7.35M -$558K -7,996 -7%
FPAS
336
Focus Partners Advisor Solutions
Missouri
$7.29M +$1.17M +16,724 +19%
ME
337
McIlrath & Eck
Washington
$7.28M +$764K +10,950 +12%
TF
338
Tompkins Financial
New York
$7.26M +$1.05M +15,043 +17%
CCFCSB
339
Cape Cod Five Cents Savings Bank
Massachusetts
$7.24M +$3.4M +48,783 +89%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$7.22M -$397K -5,694 -5%
BC
341
Bartlett & Co
Ohio
$7.22M -$397K -5,694 -5%
SAG
342
SageView Advisory Group
California
$7.12M +$118K +1,685 +2%
DI
343
DFPG Investments
Utah
$7.12M -$470K -6,759 -6%
GWM
344
Geneos Wealth Management
Colorado
$6.99M -$31.2K -447 -0.4%
NA
345
NewEdge Advisors
Louisiana
$6.97M -$43.6K -625 -0.6%
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$6.9M -$281K -3,956 -4%
SW
347
SVB Wealth
Massachusetts
$6.73M +$212K +3,045 +3%
HWM
348
Horizons Wealth Management
North Carolina
$6.68M +$281K +4,028 +4%
1832 Asset Management
349
1832 Asset Management
Ontario, Canada
$6.66M -$11.5K -165 -0.2%
PWA
350
Pillar Wealth Advisors
Pennsylvania
$6.61M +$164K +2,348 +3%