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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 %
RG
376
Rathbones Group
United Kingdom
$5.61M +$140K +2,005 +3%
CISOA
377
Capital Investment Services of America
Wisconsin
$5.61M -$148K -2,121 -3%
SWM
378
SigFig Wealth Management
California
$5.6M +$82.6K +1,185 +1%
WTB
379
Washington Trust Bank
Washington
$5.55M +$1.91M +27,384 +52%
RWIA
380
Roger Wittlin Investment Advisory
California
$5.48M -$122K -1,752 -2%
SW
381
SlateStone Wealth
Florida
$5.47M -$76.2K -1,092 -1%
LHEI
382
Leo H. Evart Inc
California
$5.47M -$27.6K -395 -0.5%
ZC
383
Zeit Capital
Colorado
$5.46M +$53.2K +762 +1%
PFT
384
Providence First Trust
Arizona
$5.46M +$653K +9,364 +14%
Fisher Asset Management
385
Fisher Asset Management
Washington
$5.42M -$286K -4,104 -5%
BAM
386
BTS Asset Management
Massachusetts
$5.37M -$4.09M -58,524 -43%
CCFM
387
Clear Creek Financial Management
Washington
$5.35M +$186K +2,662 +4%
SMI
388
Shelter Mutual Insurance
Missouri
$5.34M
CFP
389
Catalyst Financial Partners
Massachusetts
$5.33M -$112K -1,607 -2%
SIA
390
Soltis Investment Advisors
Utah
$5.32M +$1.84M +26,410 +53%
Legacy Financial Group (Iowa)
391
Legacy Financial Group (Iowa)
Iowa
$5.28M +$5.28M +75,679 New
CAM
392
Cresset Asset Management
Illinois
$5.28M -$513K -7,347 -9%
GVAG
393
Great Valley Advisor Group
Delaware
$5.26M -$1.02M -14,611 -16%
HTC
394
Haverford Trust Company
Pennsylvania
$5.26M +$134K +1,926 +3%
MA
395
Mutual Advisors
Nebraska
$5.26M -$500K -7,165 -9%
DPI
396
Diversified Portfolios Inc
Michigan
$5.25M -$1.6M -22,957 -23%
RFC
397
Regions Financial Corp
Alabama
$5.25M +$765K +10,968 +17%
UB
398
UMB Bank
Missouri
$5.24M -$9.58M -137,346 -65%
PAG
399
Powers Advisory Group
Illinois
$5.23M +$372K +5,336 +8%
BL
400
BFSG LLC
California
$5.18M +$3.01M +43,185 +139%