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Vanguard Total Bond Market

1,431 hedge funds and large institutions have $63B invested in Vanguard Total Bond Market in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 681 increasing their positions, 491 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,431
Holders Change
+16
Holders Change %
+1.13%
% of All Funds
20.81%
Holding in Top 10
235
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
3.42%
New
128
Increased
681
Reduced
491
Closed
95
Calls
$12.5M
Puts
$1.68M
Net Calls
+$10.8M
Net Calls Change
+$8.24M
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
876
P.J. Schmidt Investment Management (PJS)
Wisconsin
$804K +$135K +1,869 +20%
LCM
877
Lazari Capital Management
California
$804K +$804K +11,152 New
Amundi
878
Amundi
France
$800K -$28.8K -400 -3%
ACM
879
AUA Capital Management
Pennsylvania
$797K
OAS
880
Optivise Advisory Services
Tennessee
$795K +$795K +11,040 New
IWP
881
Insight Wealth Partners
Texas
$790K +$102K +1,422 +15%
AQR Capital Management
882
AQR Capital Management
Connecticut
$783K +$556K +7,715 +245%
ATPW
883
Ashton Thomas Private Wealth
Arizona
$782K -$68.8K -955 -8%
SWM
884
SilverOak Wealth Management
Minnesota
$775K -$21.5K -298 -3%
CA
885
Cumberland Advisors
Florida
$773K +$433K +6,005 +127%
AF
886
Advisornet Financial
Minnesota
$772K -$25.8K -358 -3%
SFG
887
Sovereign Financial Group
Connecticut
$769K -$2.31K -32 -0.3%
JSW
888
Journey Strategic Wealth
New Jersey
$769K +$769K +10,669 New
CKAIS
889
Christensen King & Associates Investment Services
Washington
$764K -$21.8K -302 -3%
SFG
890
Sage Financial Group
Pennsylvania
$758K +$3.1K +43 +0.4%
RFP
891
RCS Financial Planning
Maryland
$757K +$119K +1,649 +19%
BC
892
Burney Company
Virginia
$756K
DJSG
893
D.J. St. Germain
Massachusetts
$752K -$1.4M -19,467 -65%
TCM
894
Traynor Capital Management
Pennsylvania
$751K -$182K -2,531 -20%
TI
895
Truepoint Inc
Ohio
$748K +$263K +3,653 +54%
PFG
896
Pacific Financial Group
Washington
$748K -$5.19K -72 -0.7%
EWA
897
EverSource Wealth Advisors
Alabama
$746K -$54.3K -739 -7%
BWL
898
Beacon Wealthcare LLC
North Carolina
$746K -$258K -3,579 -26%
ITB
899
Idaho Trust Bank
Idaho
$745K +$745K +10,342 New
LODC
900
Lanham O'Dell & Company
West Virginia
$743K -$68.6K -4,899 -8%