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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 %
FWI
26
Facet Wealth Inc
Maryland
$216M -$73.2M -1,068,485 -25%
PFA
27
Pure Financial Advisors
California
$207M +$20.9M +299,173 +11%
Truist Financial
28
Truist Financial
North Carolina
$196M +$17.4M +249,693 +10%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$187M +$4.78M +68,553 +3%
M&T Bank
30
M&T Bank
New York
$186M +$22.9M +328,706 +14%
AssetMark Inc
31
AssetMark Inc
California
$185M +$19.1M +273,117 +11%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$178M +$4.38M +62,801 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$164M +$3.66M +52,498 +2%
G
34
GenTrust
Florida
$161M +$3.31M +47,392 +2%
US Bancorp
35
US Bancorp
Minnesota
$161M +$143M +3,043,989 +829%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$154M +$995K +14,256 +0.7%
RIG
37
RiverFront Investment Group
Virginia
$153M -$10.4M -149,000 -6%
State Street
38
State Street
Massachusetts
$152M -$32.1M -460,269 -17%
HighTower Advisors
39
HighTower Advisors
Illinois
$152M +$30.1M +430,918 +25%
RA
40
RFG Advisory
Alabama
$141M +$16M +229,692 +13%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$139M +$139M +1,993,094 New
Corient Private Wealth
42
Corient Private Wealth
Florida
$133M +$4.49M +64,383 +3%
CAN
43
Cetera Advisor Networks
California
$130M +$19.4M +278,263 +18%
MWM
44
Mission Wealth Management
California
$129M +$14.4M +206,813 +13%
AIM
45
Acropolis Investment Management
Missouri
$122M -$1.04M -14,947 -0.9%
APCM
46
Alaska Permanent Capital Management
Alaska
$120M -$4.82M -69,172 -4%
FG
47
Foster Group
Iowa
$120M +$4.89M +70,057 +4%
RJA
48
Raymond James & Associates
Florida
$120M +$3.08M +44,210 +3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$118M +$1.46M +20,908 +1%
Prudential Financial
50
Prudential Financial
New Jersey
$118M -$37.9M -542,553 -24%