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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 %
MMA
76
Miracle Mile Advisors
California
$65.5M -$569K -7,709 -0.9%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$65.2M +$383K +5,188 +0.6%
MWM
78
Mission Wealth Management
California
$64.1M +$3.08M +41,708 +5%
HB
79
Horizon Bancorp
Indiana
$63.9M +$247K +3,352 +0.4%
CA
80
Cetera Advisors
Colorado
$63.4M +$4.07M +55,145 +7%
MPW
81
MA Private Wealth
California
$63.4M +$11.1M +149,687 +21%
Mariner
82
Mariner
Kansas
$62.7M +$5.41M +73,215 +9%
BCM
83
Brookstone Capital Management
Illinois
$62.6M -$4.98M -67,997 -7%
LFS
84
Lutz Financial Services
Nebraska
$62.1M +$7.51M +101,738 +14%
OPAM
85
Ocean Park Asset Management
California
$61.8M +$61.8M +837,400 New
SC
86
Savant Capital
Illinois
$61.2M +$7.76M +105,160 +15%
AWA
87
Alaska Wealth Advisors
Alaska
$60.3M +$1.13M +15,333 +2%
S
88
SignatureFD
Georgia
$60.1M -$1.73M -23,456 -3%
Financial Engines Advisors
89
Financial Engines Advisors
California
$55.9M +$3.33M +45,125 +6%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$55.8M -$7.05M -95,507 -11%
RPGK
91
Retirement Planning Group (Kansas)
Kansas
$54.9M +$2.3M +31,089 +4%
RFA
92
RTD Financial Advisors
Pennsylvania
$52.5M -$510K -6,911 -1%
BPA
93
Beacon Pointe Advisors
California
$52.4M +$1.62M +21,991 +3%
Stifel Financial
94
Stifel Financial
Missouri
$52.2M +$1.8M +24,434 +4%
TF
95
TIAA FSB
Florida
$51.8M +$4.4M +59,649 +9%
RIM
96
Rockbridge Investment Management
New York
$51.1M +$2.21M +29,901 +5%
AWS
97
Atria Wealth Solutions
New York
$50.6M +$587K +7,951 +1%
KMWM
98
Keudell/Morrison Wealth Management
Oregon
$50.6M -$99.1K -1,342 -0.2%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$50.6M +$2.58M +35,000 +5%
TCM
100
Twele Capital Management
Minnesota
$48.3M -$931K -12,610 -2%