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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 %
FFM
876
Forum Financial Management
Illinois
$549K +$92.2K +1,269 +20%
SWM
877
Shakespeare Wealth Management
Wisconsin
$545K +$114K +1,565 +26%
SFG
878
Sage Financial Group
Pennsylvania
$543K -$64.4K -886 -11%
HBW
879
Hazlett, Burt & Watson
West Virginia
$542K +$542K +7,460 New
MW
880
Marcum Wealth
Ohio
$542K -$93.8K -1,291 -15%
DWT
881
Dorsey & Whitney Trust
South Dakota
$537K +$945 +13 +0.2%
CWP
882
Cyndeo Wealth Partners
Florida
$535K -$935K -12,862 -64%
CCM
883
Chilton Capital Management
Texas
$534K -$44.6K -613 -8%
SVWAG
884
Sound View Wealth Advisors Group
Georgia
$532K +$3.93K +54 +0.7%
SFP
885
Sandbox Financial Partners
Maryland
$531K +$291 +4 +0.1%
NSB
886
Norway Savings Bank
Maine
$530K -$48K -660 -8%
MWM
887
MorganRosel Wealth Management
Colorado
$528K -$1.67K -23 -0.3%
UWM
888
USAdvisors Wealth Management
Minnesota
$526K +$103K +1,420 +24%
CWC
889
Carolinas Wealth Consulting
North Carolina
$524K +$3.63K +50 +0.7%
SFS
890
Summit Financial Strategies
Ohio
$522K -$108K -1,489 -17%
Fiera Capital (Canada)
891
Fiera Capital (Canada)
Quebec, Canada
$520K -$13.4K -185 -3%
EAM
892
Evanson Asset Management
California
$520K +$2.4K +33 +0.5%
ML
893
McAdam LLC
Pennsylvania
$518K -$4.36K -60 -0.8%
KL
894
KilterHowling LLC
Colorado
$517K -$53.9K -742 -9%
MIC
895
Means Investment Company
Maine
$516K -$153K -2,099 -23%
AP
896
Arlington Partners
Alabama
$512K
MPW
897
Monterey Private Wealth
California
$512K -$59.2K -814 -10%
SFP
898
Sweet Financial Partners
Minnesota
$510K -$90.4K -1,243 -15%
DWP
899
Daymark Wealth Partners
Ohio
$509K -$109K -1,503 -18%
CW
900
CIC Wealth
Maryland
$506K +$25.6K +352 +5%