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Vanguard Total Bond Market

1,071 hedge funds and large institutions have $40.3B invested in Vanguard Total Bond Market in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 511 increasing their positions, 351 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
18.86%
Holding in Top 10
176
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.83%
% of All Funds
3.1%
New
97
Increased
511
Reduced
351
Closed
80
Calls
$16.8M
Puts
$1.96M
Net Calls
+$14.9M
Net Calls Change
+$60.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MAFM
826
Mid Atlantic Financial Management
Pennsylvania
$343K -$69.5K -821 -17%
TTWM
827
TCV Trust & Wealth Management
Virginia
$343K
SA
828
Sunesis Advisors
Kansas
$341K
BI
829
Blooom Inc
Kansas
$341K +$341K +3,169 New
SDWIA
830
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$339K
WA
831
Wealth Alliance
New York
$336K -$114K -1,348 -25%
PCA
832
Personal Capital Advisors
California
$335K +$22.6K +267 +7%
VPIM
833
Vanguard Personalized Indexing Management
California
$333K +$34.1K +403 +11%
SWP
834
Summit Wealth Partners
Florida
$330K +$593 +7 +0.2%
GFS
835
GYL Financial Synergies
Connecticut
$328K +$5.75K +68 +2%
T
836
TrueFG
Texas
$325K -$5.09K -60 -2%
CA
837
Clearstead Advisors
Ohio
$322K -$54K -637 -14%
TF
838
TimeScale Financial
Massachusetts
$320K -$24.3K -287 -7%
RWM
839
Ritholtz Wealth Management
New York
$320K +$1.53K +18 +0.5%
CAS
840
Cascadia Advisory Services
Oregon
$320K +$320K +3,783 New
GSWM
841
Golden State Wealth Management
California
$319K +$17.1K +202 +6%
PP
842
Patron Partners
Texas
$317K +$317K +3,749 New
CIAS
843
Capital Investment Advisory Services
North Carolina
$316K -$111K -1,303 -26%
IRAG
844
Investment Research & Advisory Group
Georgia
$316K
VIP
845
Vantage Investment Partners
Missouri
$314K
T
846
TRUADVICE
Florida
$311K +$311K +3,655 New
GEA
847
Glen Eagle Advisors
New Jersey
$310K -$31.3K -369 -9%
KPWG
848
KFA Private Wealth Group
Virginia
$309K -$16.3K -193 -5%
ZIM
849
Zacks Investment Management
Illinois
$309K +$309K +3,646 New
CFD
850
Creative Financial Designs
Indiana
$308K +$5.34K +63 +2%