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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 %
WPW
776
Watershed Private Wealth
Illinois
$838K -$9.91K -142 -1%
LW
777
Linscomb Wealth
Texas
$837K -$18.1K -259 -2%
MPW
778
Melone Private Wealth
Michigan
$837K +$1.88K +27 +0.2%
PP
779
Patron Partners
Texas
$823K +$55.8K +799 +7%
LSIA
780
LaSalle St. Investment Advisors
Illinois
$822K +$124K +1,773 +18%
JRP
781
Jasper Ridge Partners
California
$822K
WT
782
Whittier Trust
California
$820K -$150K -2,153 -15%
CFS
783
Cannon Financial Strategists
Georgia
$818K -$223K -3,192 -21%
IRAG
784
Investment Research & Advisory Group
Georgia
$811K -$79.1K -1,133 -9%
APWM
785
Argonautica Private Wealth Management
Massachusetts
$809K +$8.58K +123 +1%
PFG
786
Pacific Financial Group
Washington
$806K +$806K +11,556 New
NW
787
NewEdge Wealth
Pennsylvania
$806K +$45.1K +646 +6%
IA
788
IFG Advisory
Georgia
$801K -$8.03K -115 -1%
OWM
789
Opes Wealth Management
California
$796K +$311K +4,458 +64%
DJSG
790
D.J. St. Germain
Massachusetts
$795K -$97.6K -1,399 -11%
WA
791
Wealthstream Advisors
New York
$787K -$86K -1,232 -10%
SCA
792
Snowden Capital Advisors
New York
$784K -$59K -845 -7%
LA
793
Lifeworks Advisors
Michigan
$776K +$776K +11,124 New
FA
794
Fountainhead AM
New Jersey
$775K -$18.8K -269 -2%
PFA
795
Petra Financial Advisors
Colorado
$775K +$775K +11,100 New
AWM
796
Accurate Wealth Management
Florida
$772K -$237K -3,452 -23%
PI
797
PFG Investments
New York
$771K +$13K +187 +2%
PCM
798
Piedmont Capital Management
Montana
$768K +$29.4K +421 +4%
SWA
799
SFMG Wealth Advisors
Texas
$765K -$224K -3,215 -23%
LFASL
800
Lugano Financial Advisors SA (LFA)
Switzerland
$765K +$231K +3,315 +43%