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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 %
Bank of Nova Scotia
501
Bank of Nova Scotia
Ontario, Canada
$2.77M
FPFS
502
First Personal Financial Services
North Carolina
$2.77M -$33.7K -464 -1%
PB
503
Pinnacle Bancorp
Nebraska
$2.76M +$163K +2,239 +6%
SFA
504
Source Financial Advisors
New York
$2.76M +$683K +9,401 +33%
CCM
505
Crew Capital Management
Ohio
$2.76M +$2.76M +37,970 New
TWM
506
Tanager Wealth Management
United Kingdom
$2.75M -$946K -13,016 -26%
WAM
507
Worth Asset Management
Texas
$2.74M -$1.17M -16,132 -30%
PP
508
Prosperity Planning
Missouri
$2.74M -$2.78M
GM
509
GeoWealth Management
Illinois
$2.71M +$694K +9,551 +34%
HCM
510
Howard Capital Management
Georgia
$2.69M -$112K -1,534 -4%
BOSSRA
511
B.O.S.S. Retirement Advisors
Utah
$2.68M +$671K +9,230 +33%
KFGK
512
Keystone Financial Group (Kentucky)
Kentucky
$2.67M +$2.67M +36,766 New
CSPIA
513
Cary Street Partners Investment Advisory
Virginia
$2.66M +$1.36M +18,645 +104%
AFGAS
514
Allegiance Financial Group Advisory Services
Virginia
$2.65M -$725K -9,979 -22%
LFP
515
Leeward Financial Partners
Washington
$2.64M -$851K -11,714 -24%
SSW
516
Stone Summit Wealth
Florida
$2.64M +$82K +1,128 +3%
LCM
517
Liberty Capital Management
Michigan
$2.64M +$606K +8,332 +30%
CF
518
Cantor Fitzgerald
New York
$2.62M +$4.43K +61 +0.2%
WWM
519
Western Wealth Management
Colorado
$2.62M -$112K -1,541 -4%
GWM
520
GoalFusion Wealth Management
Texas
$2.6M +$95.9K +1,319 +4%
SF
521
Symphony Financial
Texas
$2.56M +$2.56M +35,591 New
FA
522
Fagan Associates
New York
$2.53M -$29.2K -402 -1%
WFA
523
WMG Financial Advisors
Tennessee
$2.51M -$29.3K -403 -1%
GLR
524
Great Lakes Retirement
Ohio
$2.5M -$136K -1,868 -5%
FI
525
Financial Insights
Washington
$2.49M -$1.28M -17,562 -34%