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Vanguard Total Bond Market

1,063 hedge funds and large institutions have $39.2B invested in Vanguard Total Bond Market in 2020 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 524 increasing their positions, 259 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
+108
Holders Change %
+11.31%
% of All Funds
18.86%
Holding in Top 10
183
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+9.58%
% of All Funds
3.25%
New
179
Increased
524
Reduced
259
Closed
52
Calls
$9.13M
Puts
$54.4M
Net Calls
-$45.3M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
826
Sunesis Advisors
Kansas
$355K -$11.9K -135 -3%
SWA
827
SOA Wealth Advisors
New York
$355K +$355K +4,075 New
SDWIA
828
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$353K +$353K +4,001 New
WA
829
Waverly Advisors
Alabama
$349K +$2.44K +28 +0.7%
Cerity Partners
830
Cerity Partners
New York
$347K +$347K +3,936 New
SWP
831
Summit Wealth Partners
Florida
$343K +$20.5K +232 +6%
T
832
TrueFG
Texas
$343K +$18.4K +209 +6%
KPWG
833
KFA Private Wealth Group
Virginia
$339K -$114K -1,288 -25%
SIM
834
Sonora Investment Management
Arizona
$339K +$5.02K +57 +2%
MWP
835
Meridian Wealth Partners
Pennsylvania
$339K +$26.3K +298 +8%
GFS
836
GYL Financial Synergies
Connecticut
$336K -$20.2K -229 -6%
SHWM
837
Smith & Howard Wealth Management
Georgia
$335K
RWM
838
Ritholtz Wealth Management
New York
$332K -$950K -10,759 -74%
OWM
839
Opes Wealth Management
California
$331K +$12.5K +142 +4%
GI
840
Glovista Investments
New Jersey
$331K +$331K +3,755 New
IRAG
841
Investment Research & Advisory Group
Georgia
$329K +$2.12K +24 +0.6%
VIP
842
Vantage Investment Partners
Missouri
$327K -$122K -1,379 -27%
AIP
843
Ahrens Investment Partners
Louisiana
$327K -$10.7K -121 -3%
LCH
844
Lee Capital Holdings
New York
$326K +$326K +3,695 New
PCA
845
Personal Capital Advisors
California
$325K -$277K -3,139 -46%
BSW
846
Buckingham Strategic Wealth
Missouri
$324K +$63.4K +719 +24%
CST
847
Charles Schwab Trust
Nevada
$323K
SBIA
848
Sheaff Brock Investment Advisors
Indiana
$322K -$6.98K -79 -2%
FFA
849
Founders Financial Alliance
North Carolina
$321K +$59.2K +674 +23%
MHR
850
Matthew Hamilton Rosenberg
$320K