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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 %
MMPW
801
Mitchell McLeod Pugh & Williams
Alabama
$1.15M -$182K -2,500 -14%
PWP
802
Perfromance Wealth Partners
Illinois
$1.14M -$600K -8,258 -34%
IAG
803
Investment Advisory Group
Massachusetts
$1.13M +$119K +1,638 +12%
VWA
804
VERITY Wealth Advisors
United States
$1.12M -$226K -3,114 -17%
FCH
805
Freestone Capital Holdings
Washington
$1.12M +$60.1K +827 +6%
AFS
806
Annapolis Financial Services
Maryland
$1.12M -$81.3K -1,120 -7%
THL
807
Tillman Hartley LLC
Colorado
$1.11M +$21.1K +290 +2%
PIA
808
Perennial Investment Advisors
California
$1.1M -$639K -8,800 -37%
BSWA
809
Bromfield Sneider Wealth Advisors
Massachusetts
$1.1M +$48.1K +662 +5%
SFP
810
Sterling Financial Planning
New Jersey
$1.09M -$339K -4,667 -24%
RFP
811
Root Financial Partners
California
$1.09M -$24.5K -337 -2%
BAM
812
BTS Asset Management
Massachusetts
$1.09M -$543K -7,463 -33%
FHC
813
Fort Henry Capital
West Virginia
$1.09M +$143K +1,965 +15%
IWM
814
IHT Wealth Management
Illinois
$1.07M -$579K -7,975 -35%
ACM
815
Alpha Capital Management
Texas
$1.06M -$50.6K -697 -5%
AF
816
Arrow Financial
New York
$1.06M -$133K -1,825 -11%
HWM
817
Hemington Wealth Management
Virginia
$1.05M +$59.5K +819 +6%
UCFA
818
United Capital Financial Advisors
Texas
$1.04M -$1.17M -16,096 -53%
ACA
819
American Capital Advisory
Idaho
$1.04M +$596K +8,078 +134%
MWM
820
MorganRosel Wealth Management
Colorado
$1.04M +$536K +7,377 +107%
HFS
821
Heritage Financial Services
Massachusetts
$1.03M -$304K -4,181 -23%
APC
822
Aspire Private Capital
North Carolina
$1.02M +$219K +3,019 +27%
FNT
823
First National Trust
Pennsylvania
$1.01M +$701K +9,648 +223%
CWM
824
Collaborative Wealth Management
Florida
$1.01M -$87.2K -1,200 -8%
BWL
825
Beacon Wealthcare LLC
North Carolina
$1.01M -$736K -10,127 -42%