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Vanguard Total Bond Market

1,254 hedge funds and large institutions have $53.9B invested in Vanguard Total Bond Market in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 525 increasing their positions, 474 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
20.07%
Holding in Top 10
196
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.77%
% of All Funds
3.14%
New
132
Increased
525
Reduced
474
Closed
90
Calls
$9.43M
Puts
$3.72M
Net Calls
+$5.71M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
651
Huntington National Bank
Ohio
$1.34M -$1.22M
MRWM
652
ML&R Wealth Management
Texas
$1.33M +$177K +2,395 +15%
OFP
653
OLIO Financial Planning
Virginia
$1.33M +$92.6K +1,254 +7%
PWM
654
Penobscot Wealth Management
Maine
$1.33M +$83.4K +1,130 +7%
CSPIA
655
Cary Street Partners Investment Advisory
Virginia
$1.32M +$85.9K +1,164 +7%
MWA
656
Mills Wealth Advisors
Texas
$1.32M -$10.3K -139 -0.8%
BBWP
657
Beacon Bridge Wealth Partners
Pennsylvania
$1.32M -$463K -6,267 -26%
WAP
658
Wealthcare Advisory Partners
Pennsylvania
$1.32M -$237K -3,210 -15%
WT
659
Whittier Trust
California
$1.3M -$326K -4,418 -20%
LW
660
Linscomb Wealth
Texas
$1.3M -$482K -6,535 -27%
AF
661
Advisornet Financial
Minnesota
$1.3M -$47.9K -649 -4%
HR
662
Howe & Rusling
New York
$1.29M +$1.09M +14,773 +558%
GWM
663
Grand Wealth Management
Michigan
$1.28M -$680K -9,207 -35%
IFWM
664
Institute for Wealth Management
Colorado
$1.26M -$59.7K -808 -5%
SWA
665
SFMG Wealth Advisors
Texas
$1.25M -$670K -9,075 -35%
WIP
666
WealthCare Investment Partners
Rhode Island
$1.25M +$914K +12,375 +273%
FSWA
667
Financial Synergies Wealth Advisors
Texas
$1.25M -$29.3K -397 -2%
IWN
668
Independent Wealth Network
Iowa
$1.25M -$21K -285 -2%
TIP
669
Torray Investment Partners
Maryland
$1.24M -$66.4K -900 -5%
BF
670
Brooklyn FI
New York
$1.23M +$20K +236 +2%
HGERS
671
Householder Group Estate & Retirement Specialist
Arizona
$1.23M +$1.23M +16,712 New
USCWA
672
U.S. Capital Wealth Advisors
Texas
$1.22M -$963K -13,041 -44%
PFA
673
Petra Financial Advisors
Colorado
$1.22M -$67.2K -910 -5%
LSA
674
Lion Street Advisors
Texas
$1.22M +$638K +8,642 +110%
BC
675
Burney Company
Virginia
$1.22M -$2.51K -34 -0.2%