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Vanguard Total Bond Market

1,268 hedge funds and large institutions have $56.8B invested in Vanguard Total Bond Market in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 591 increasing their positions, 442 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,268
Holders Change
+14
Holders Change %
+1.12%
% of All Funds
20%
Holding in Top 10
195
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.51%
% of All Funds
3.08%
New
105
Increased
591
Reduced
442
Closed
75
Calls
$6.07M
Puts
$1.28M
Net Calls
+$4.79M
Net Calls Change
-$922K
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
76
Charles Schwab
California
$70.8M -$62.7K -863 -0.1%
GWWM
77
Great Waters Wealth Management
Minnesota
$69.8M -$3.13M -43,094 -4%
LFS
78
Lutz Financial Services
Nebraska
$67.4M +$6.26M +86,147 +10%
SP
79
Symmetry Partners
Connecticut
$67M +$2.19M +30,131 +3%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$66.7M +$2.56M +35,219 +4%
SWP
81
Stratos Wealth Partners
Ohio
$64.5M -$663K -9,125 -1%
AWA
82
Alaska Wealth Advisors
Alaska
$62.8M +$3.4M +46,793 +6%
MPW
83
MA Private Wealth
California
$62.4M -$44.1K -607 -0.1%
TF
84
TIAA FSB
Florida
$62M +$11M +151,570 +22%
HB
85
Horizon Bancorp
Indiana
$60.9M -$1.92M -26,441 -3%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$60.2M +$14.8M +204,137 +33%
SMDAM
87
Sumitomo Mitsui DS Asset Management
Japan
$59.7M -$41.9M -576,357 -41%
BCM
88
Brookstone Capital Management
Illinois
$59.5M -$1.54M -21,489 -3%
S
89
SignatureFD
Georgia
$59.5M +$326K +4,479 +0.6%
NAS
90
Nicolet Advisory Services
Wisconsin
$59.3M -$24.3M -340,299 -29%
AC
91
Apella Capital
Connecticut
$59.3M +$59.3M +815,825 New
Financial Engines Advisors
92
Financial Engines Advisors
California
$58.3M +$3.23M +44,406 +6%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$58.1M +$8.34M +114,875 +17%
PCIA
94
Prime Capital Investment Advisors
Kansas
$57.9M +$56.8M +781,284 +5,208%
RPGK
95
Retirement Planning Group (Kansas)
Kansas
$56.1M +$1.98M +27,305 +4%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$51.3M -$3.6M -49,582 -7%
RFA
97
RTD Financial Advisors
Pennsylvania
$51.1M -$549K -7,552 -1%
AWS
98
Atria Wealth Solutions
New York
$50.4M +$592K +8,149 +1%
RIM
99
Rockbridge Investment Management
New York
$50.2M -$184K -2,528 -0.4%
RRWA
100
Rainey & Randall Wealth Advisors
Florida
$48.3M +$3.58M +49,255 +8%