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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 %
GFS
801
GYL Financial Synergies
Connecticut
$725K +$212K +2,921 +41%
FSG
802
Financial Strategies Group
Michigan
$724K +$111K +1,533 +18%
CWAG
803
Carlsbad Wealth Advisory Group
California
$721K +$721K +9,915 New
TDWM
804
Topel & Distasi Wealth Management
California
$708K +$4.73K +65 +0.7%
FHC
805
Fort Henry Capital
West Virginia
$705K +$181K +2,488 +35%
MCA
806
MSH Capital Advisors
Arizona
$702K -$34.5K -474 -5%
TMWM
807
Taylor & Morgan Wealth Management
Michigan
$701K +$4.29K +59 +0.6%
KWMG
808
King Wealth Management Group
Florida
$695K -$10.4K -143 -1%
RMDI
809
R.M. Davis Inc
Maine
$693K -$17.4K -239 -2%
FCH
810
Freestone Capital Holdings
Washington
$691K -$382K -5,262 -36%
AWA
811
Archvest Wealth Advisors
California
$690K +$2.84K +39 +0.4%
V
812
Veritable
Delaware
$690K
SGWM
813
Sterling Group Wealth Management
California
$689K -$25.4K -349 -4%
RGC
814
Roberts, Glore & Co
Illinois
$685K +$279K +3,841 +69%
BIA
815
Bell Investment Advisors
California
$679K -$7.71K -106 -1%
FSC
816
Full Sail Capital
Oklahoma
$679K +$321K +4,414 +90%
CT
817
Colonial Trust
South Carolina
$676K -$31.8K -437 -4%
GIA
818
Guyasuta Investment Advisors
Pennsylvania
$674K
BFO
819
Boston Family Office
Massachusetts
$668K -$211K -2,893 -24%
SCG
820
Sonata Capital Group
Washington
$665K
API
821
Advisor Partners II
California
$663K +$663K +9,125 New
EA
822
Eclectic Associates
California
$662K +$122K +1,675 +23%
BWA
823
Beam Wealth Advisors
Louisiana
$660K -$727 -10 -0.1%
CAAM
824
Cornerstone Advisors Asset Management
Pennsylvania
$660K +$9.3K +128 +1%
OCG
825
Opus Capital Group
Ohio
$660K -$5.1M -70,233 -89%