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Vanguard Total Bond Market

1,415 hedge funds and large institutions have $61.8B invested in Vanguard Total Bond Market in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 681 increasing their positions, 480 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
Holders Change
-24
Holders Change %
-1.67%
% of All Funds
20.51%
Holding in Top 10
239
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.42%
% of All Funds
3.46%
New
122
Increased
681
Reduced
480
Closed
123
Calls
$4.71M
Puts
$2.13M
Net Calls
+$2.58M
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
551
Sowell Financial Services
Arkansas
$3.16M +$344K +4,738 +12%
MPIA
552
Mountain Pacific Investment Advisers
Idaho
$3.16M -$271K -3,737 -8%
TCOV
553
Trust Company of Vermont
Vermont
$3.15M +$146K +2,004 +5%
WWM
554
Western Wealth Management
Colorado
$3.11M -$193K -2,652 -6%
CSPIA
555
Cary Street Partners Investment Advisory
Virginia
$3.11M +$177K +2,443 +6%
BF
556
Brooklyn FI
New York
$3.09M +$391K +5,377 +14%
FFP
557
Forbes Financial Planning
Rhode Island
$3.08M +$806K +11,092 +35%
SF
558
Synovus Financial
Georgia
$3.07M +$464K +6,388 +18%
GAM
559
Gould Asset Management
California
$3.06M -$120K -1,655 -4%
PCMC
560
Private Capital Management (Colorado)
Colorado
$3.05M +$350K +4,822 +13%
WA
561
Wealth Architects
California
$3.04M +$93.7K +1,290 +3%
AAS
562
Ameritas Advisory Services
Nebraska
$3.02M +$884K +12,378 +41%
EB
563
Exchange Bank
California
$3.01M +$193K +2,659 +7%
MFIM
564
Mesirow Financial Investment Management
Illinois
$2.94M +$602K +8,285 +26%
PB
565
Pinnacle Bancorp
Nebraska
$2.94M +$242K +3,330 +9%
WAG
566
Wiser Advisor Group
Arizona
$2.93M -$130K -1,787 -4%
ECA
567
Elevated Capital Advisors
Utah
$2.93M -$37K -509 -1%
WP
568
WealthShield Partners
North Carolina
$2.91M +$1.22M +16,821 +72%
NWMG
569
National Wealth Management Group
Ohio
$2.91M -$209K -2,876 -7%
CCWA
570
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.89M -$79.3M -1,092,187 -96%
OC
571
Oppenheimer & Co
New York
$2.85M +$63.9K +880 +2%
BRIA
572
Balanced Rock Investment Advisors
Massachusetts
$2.85M -$141K -1,937 -5%
SAM
573
SignalPoint Asset Management
Missouri
$2.83M +$2.36M +32,596 +503%
PFG
574
PAX Financial Group
Texas
$2.82M -$161K -2,223 -5%
FPW
575
Flagship Private Wealth
Massachusetts
$2.8M -$260K -3,576 -8%