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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 %
FOA
926
Five Oceans Advisors
California
$425K -$3.84K -52 -0.9%
IIM
927
Ironwood Investment Management
Massachusetts
$424K -$42.2K -572 -9%
SDWIA
928
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$423K -$20.4K -276 -5%
SSWM
929
Sheets Smith Wealth Management
North Carolina
$423K
FC
930
Family CFO
California
$422K -$43.9K -594 -9%
SWG
931
Summit Wealth Group
Vermont
$421K +$421K +31,088,047 New
TFG
932
Tilson Financial Group
New Jersey
$420K -$8.12K -110 -2%
BAMG
933
Brand Asset Management Group
Missouri
$420K +$47.3K +640 +13%
AWA
934
Aaron Wealth Advisors
Illinois
$418K +$418K +5,655 New
VP
935
Verum Partners
North Carolina
$417K +$40.1K +543 +11%
RGC
936
Roberts, Glore & Co
Illinois
$412K -$14.8K -200 -3%
VNB
937
Virginia National Bank
Virginia
$411K
GSEP
938
Golden State Equity Partners
California
$409K +$409K +5,545 New
RWA
939
River Wealth Advisors
Pennsylvania
$409K -$44.2K -599 -10%
WA
940
Wealthstream Advisors
New York
$409K +$187K +2,536 +84%
PI
941
PFG Investments
New York
$407K +$407K +5,519 New
CWM
942
Congress Wealth Management
Massachusetts
$405K -$3.91K -53 -1%
AF
943
Affiance Financial
Minnesota
$397K -$321K -4,354 -45%
Wealth Enhancement Advisory Services
944
Wealth Enhancement Advisory Services
Minnesota
$397K -$875K -11,854 -69%
H
945
HoyleCohen
California
$396K -$6.42K -87 -2%
ECM
946
Exchange Capital Management
Michigan
$395K +$395K +5,355 New
JFG
947
JMG Financial Group
Illinois
$395K +$1.99K +27 +0.5%
DCM
948
Dimension Capital Management
Florida
$395K
WB
949
Webster Bank
Connecticut
$395K -$438K -5,934 -53%
OAJ
950
Ogorek Anthony Joseph
New York
$394K