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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 %
Luther King Capital Management (LKCM)
601
Luther King Capital Management (LKCM)
Texas
$1.82M -$1.72M
WIA
602
World Investment Advisors
California
$1.82M +$788K +10,841 +76%
AF
603
Arrow Financial
New York
$1.82M +$162K +2,224 +10%
AWE
604
Avidian Wealth Enterprises
Texas
$1.82M +$149K +2,056 +9%
CP
605
Cumberland Partners
Ontario, Canada
$1.8M -$131K -1,800 -7%
CMP
606
Coston McIsaac & Partners
Maine
$1.79M +$87.4K +1,203 +5%
WIM
607
Westside Investment Management
California
$1.79M -$68.4K -941 -4%
HHRDM
608
H&H Retirement Design & Management
Nevada
$1.78M -$6.2K -85 -0.3%
PIA
609
Perennial Investment Advisors
California
$1.78M -$7.71K -106 -0.4%
CA
610
CGN Advisors
Kansas
$1.78M +$688K +9,468 +63%
IWM
611
IHT Wealth Management
Illinois
$1.76M +$895K +12,316 +103%
MWM
612
Meritas Wealth Management
California
$1.76M +$225K +3,095 +15%
Wealth Enhancement Advisory Services
613
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$1.36M +18,750 +349%
AT
614
American Trust
Kentucky
$1.75M -$253K -3,479 -13%
FFA
615
Farther Finance Advisors
California
$1.74M +$761K +10,472 +78%
WTA
616
Washington Trust Advisors
Massachusetts
$1.72M +$176K +2,422 +11%
3IP
617
3Chopt Investment Partners
Virginia
$1.72M +$677K +9,319 +65%
PWM
618
PBMares Wealth Management
Virginia
$1.72M +$7.78K +107 +0.5%
LWM
619
Laidlaw Wealth Management
New York
$1.71M -$287K -3,947 -14%
GC
620
Grimes & Company
Massachusetts
$1.71M -$770K -10,590 -31%
BRWA
621
B. Riley Wealth Advisors
Florida
$1.7M -$13K -179 -0.8%
VWA
622
VERITY Wealth Advisors
United States
$1.7M -$67.8K -933 -4%
BF
623
BOK Financial
Oklahoma
$1.7M +$273K +3,755 +19%
SFS
624
Security Financial Services
Indiana
$1.68M +$42.4K +583 +3%
SPWM
625
Straight Path Wealth Management
Michigan
$1.67M -$25.2K -346 -1%