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Vanguard Total Bond Market

1,254 hedge funds and large institutions have $53.9B invested in Vanguard Total Bond Market in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 525 increasing their positions, 474 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
20.07%
Holding in Top 10
196
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.77%
% of All Funds
3.14%
New
132
Increased
525
Reduced
474
Closed
90
Calls
$9.43M
Puts
$3.72M
Net Calls
+$5.71M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Shares
Change %
T
901
TrueFG
Texas
$473K +$45.8K +620 +11%
CM
902
Cornerstone Management
Georgia
$471K -$60.4K -818 -11%
BC
903
Barrett & Company
Rhode Island
$471K
SFP
904
Sterling Financial Planning
New Jersey
$468K -$329K -4,454 -41%
LA
905
Legacy Advisors
Pennsylvania
$466K -$356K -4,820 -43%
Bessemer Group
906
Bessemer Group
New Jersey
$465K -$10.4K -141 -2%
FFM
907
Forum Financial Management
Illinois
$464K -$129K -1,750 -22%
KOC
908
Koss-Olinger Consulting
Florida
$462K
SIA
909
Schechter Investment Advisors
Michigan
$459K +$5.61K +76 +1%
HH
910
Hilltop Holdings
Texas
$455K -$9.67K -131 -2%
AWM
911
AllSquare Wealth Management
New York
$454K -$5.54K -75 -1%
FWA
912
FSM Wealth Advisors
Ohio
$444K -$51.5K -698 -10%
CPP
913
Capasso Planning Partners
South Carolina
$443K -$10.3K -139 -2%
BFG
914
Berger Financial Group
Minnesota
$440K +$7.68K +104 +2%
RMA
915
Roffman Miller Associates
Pennsylvania
$438K +$12.6K +170 +3%
SWM
916
Shakespeare Wealth Management
Wisconsin
$438K -$431K -5,834 -50%
PFG
917
Pinnacle Financial Group
Illinois
$438K +$27K +366 +7%
CW
918
Channel Wealth
California
$437K +$437K +5,918 New
PWSG
919
Pacific Wealth Strategies Group
California
$437K +$437K +5,917 New
ATC
920
Adirondack Trust Company
New York
$434K
CIAS
921
CFS Investment Advisory Services
New Jersey
$434K +$434K +5,876 New
TCM
922
True Capital Management
California
$433K +$38.8K +525 +10%
EFG
923
Ethos Financial Group
Pennsylvania
$433K +$433K +5,862 New
RIA
924
Regal Investment Advisors
Michigan
$429K -$24.6K -333 -5%
UWM
925
USAdvisors Wealth Management
Minnesota
$429K -$3.1K -42 -0.7%