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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 %
SFS
1076
Summit Financial Strategies
Ohio
$399K -$121K -1,682 -23%
SL
1077
SWMG LLC
Texas
$397K +$12.2K +170 +3%
SIA
1078
Stegner Investment Associates
Kentucky
$396K +$15.7K +218 +4%
GFG
1079
Greystone Financial Group
Michigan
$395K
RCS
1080
Retirement Capital Strategies
California
$395K -$7.4M -102,749 -95%
BAM
1081
Brave Asset Management
New Jersey
$394K +$11.5K +159 +3%
SSWM
1082
Sheets Smith Wealth Management
North Carolina
$391K -$3.1K -43 -0.8%
NCFG
1083
New Century Financial Group
New Jersey
$391K +$391K +5,426 New
SLWA
1084
San Luis Wealth Advisors
California
$390K +$390K +5,409 New
OAJ
1085
Ogorek Anthony Joseph
New York
$388K +$3.45K +48 +0.9%
CIA
1086
Choate Investment Advisors
Massachusetts
$387K +$17.7K +245 +5%
DCM
1087
Dimension Capital Management
Florida
$385K
SWIG
1088
Strategic Wealth Investment Group
Kentucky
$383K +$383K +5,358 New
GLA
1089
Good Life Advisors
Pennsylvania
$382K -$37.4K -519 -9%
CWM
1090
Chesapeake Wealth Management
Virginia
$381K +$381K +5,290 New
SAM
1091
S.A. Mason
Michigan
$380K +$1.44K +20 +0.4%
LIA
1092
Lynx Investment Advisory
District of Columbia
$380K +$380K +5,276 New
FOA
1093
Five Oceans Advisors
California
$379K -$720 -10 -0.2%
CFA
1094
CWS Financial Advisors
Michigan
$378K +$27.2K +378 +8%
MC
1095
Moors & Cabot
Massachusetts
$378K +$61.3K +851 +19%
BBWP
1096
Beacon Bridge Wealth Partners
Pennsylvania
$376K -$110K -1,522 -23%
Kovitz Investment Group Partners
1097
Kovitz Investment Group Partners
Illinois
$375K +$375K +5,206 New
MAS
1098
Madden Advisory Services
Florida
$375K +$88.1K +1,223 +31%
CHP
1099
Cable Hill Partners
Oregon
$374K +$374K +5,187 New
NBT
1100
Northwest Bank & Trust
Iowa
$368K +$19.3K +268 +6%