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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 %
BOSSRA
951
B.O.S.S. Retirement Advisors
Utah
$604K +$604K +8,387 New
AWM
952
Aries Wealth Management
Maine
$600K
LFG
953
Larson Financial Group
Missouri
$599K -$33.6K -466 -5%
SFP
954
Sandbox Financial Partners
Maryland
$597K +$4.18K +58 +0.7%
BAM
955
Belpointe Asset Management
Nevada
$595K -$267K -3,699 -31%
MWM
956
Marion Wealth Management
Pennsylvania
$595K +$865 +12 +0.1%
CSWM
957
Cassady Schiller Wealth Management
Ohio
$594K
KWS
958
Keystone Wealth Services
California
$592K +$592K +8,222 New
CAC
959
Certified Advisory Corp
Florida
$592K -$27K -375 -4%
CFG
960
Citizens Financial Group
Rhode Island
$589K +$51.1K +709 +9%
RSWM
961
Robertson Stephens Wealth Management
California
$587K +$587K +8,150 New
ML
962
McAdam LLC
Pennsylvania
$586K +$46.2K +641 +9%
PA
963
Planning Alternatives
Michigan
$584K +$584K +8,103 New
GSEP
964
Golden State Equity Partners
California
$583K +$583K +8,095 New
BAM
965
BTS Asset Management
Massachusetts
$583K -$500K -6,907 -46%
Empower Advisory Group
966
Empower Advisory Group
Colorado
$582K -$891K -12,367 -61%
RPA
967
Rock Point Advisors
Vermont
$581K +$1.8K +25 +0.3%
KFP
968
Keener Financial Planning
Texas
$578K +$12.9K +180 +2%
BA
969
BCM Advisors
Louisiana
$575K +$575K +7,817 New
H
970
HoyleCohen
California
$565K -$28.4K -394 -5%
VP
971
Verum Partners
North Carolina
$565K +$33.5K +465 +6%
AA
972
Addison Advisors
Vermont
$565K +$112K +1,550 +25%
PWMG
973
Pioneer Wealth Management Group
Texas
$563K +$4.4K +61 +0.8%
WP
974
WMS Partners
Maryland
$563K +$5.91K +82 +1%
HIP
975
HUB Investment Partners
Texas
$563K -$14.4K -200 -2%