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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 %
PGWM
1051
Pitti Group Wealth Management
New York
$273K +$26.6K +366 +11%
PIM
1052
Penobscot Investment Management
Massachusetts
$272K +$272K +3,738 New
CCA
1053
Checchi Capital Advisers
California
$269K -$115K -1,578 -30%
MWM
1054
Meridian Wealth Management
Kentucky
$269K -$49.6K -683 -16%
PWM
1055
Paulson Wealth Management
Illinois
$269K +$9.74K +134 +4%
EFS
1056
Essex Financial Services
Connecticut
$269K +$58.9K +810 +28%
PAM
1057
Palisade Asset Management
Minnesota
$268K -$945 -13 -0.4%
JWM
1058
Janiczek Wealth Management
Colorado
$267K
CAM
1059
Cozad Asset Management
Illinois
$267K -$16.2K -223 -6%
CSPAM
1060
Cary Street Partners Asset Management
Virginia
$266K +$14K +192 +6%
BHWM
1061
Beaird Harris Wealth Management
Texas
$266K -$33.6K -462 -11%
DWMS
1062
Dominguez Wealth Management Solutions
Virginia
$265K -$51.6K -710 -16%
CFA
1063
CWS Financial Advisors
Michigan
$264K -$19.7K -271 -7%
FA
1064
Financial Avengers
California
$263K +$208K +2,856 +376%
ESB
1065
Essex Savings Bank
Connecticut
$260K +$4.22K +58 +2%
SCA
1066
Stonebridge Capital Advisors
Minnesota
$260K +$10.4K +143 +4%
CW
1067
Channel Wealth
California
$259K -$171K -2,349 -40%
SL
1068
SWMG LLC
Texas
$259K +$20.7K +285 +9%
VFA
1069
Valeo Financial Advisors
Indiana
$257K -$17.2K -236 -6%
VF
1070
Vawter Financial
Ohio
$257K -$3.63K -50 -1%
RAG
1071
RIA Advisory Group
Iowa
$256K -$101K -1,390 -28%
CFP
1072
Cypress Financial Planning
New Jersey
$254K +$10.6K +146 +4%
CIAS
1073
Capital Investment Advisory Services
North Carolina
$253K +$13.2K +181 +5%
FWP
1074
FAS Wealth Partners
Kansas
$252K +$238K +3,271 +1,669%
VHAM
1075
Van Hulzen Asset Management
California
$247K +$247K +3,403 New