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Vanguard Total Bond Market

674 hedge funds and large institutions have $25.8B invested in Vanguard Total Bond Market in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 285 increasing their positions, 240 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
15.47%
Holding in Top 10
122
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.27%
% of All Funds
2.8%
New
72
Increased
285
Reduced
240
Closed
60
Calls
$464K
Puts
$496K
Net Calls
-$32K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
101
BDO Wealth Advisors
Florida
$19.9M -$354K -4,429 -2%
Stifel Financial
102
Stifel Financial
Missouri
$19.7M -$19M -237,651 -49%
CCM
103
Coldstream Capital Management
Washington
$19.6M +$1.56M +19,500 +9%
MIAN
104
Mariner Independent Advisor Network
Kansas
$18.9M -$2.42M -30,337 -11%
SCM
105
Stordahl Capital Management
Colorado
$18.7M +$1.26M +15,812 +7%
WB
106
Webster Bank
Connecticut
$18.7M -$3.58M -44,813 -16%
CWM
107
Cornerstone Wealth Management
Missouri
$18.6M +$695K +8,724 +4%
TFF
108
The Family Firm
Maryland
$17.2M +$941K +11,772 +6%
KL
109
KWMG LLC
Kansas
$17.2M +$383K +4,790 +2%
DS
110
DRW Securities
Illinois
$16.8M +$11.2M +140,091 +200%
FAIM
111
Financial Advocates Investment Management
Washington
$16.3M +$126K +1,578 +0.8%
PFM
112
Phillips Financial Management
Indiana
$16.3M +$448K +5,620 +3%
MI
113
Mercer Investments
Massachusetts
$16.3M +$105K +1,314 +0.6%
LFA
114
Landmark Financial Advisors
Kentucky
$16.1M +$1.72M +21,473 +12%
BOH
115
Bank of Hawaii
Hawaii
$14.7M +$832K +10,405 +6%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$14.5M +$2.45M +30,605 +20%
LSAG
117
Lake Street Advisors Group
New Hampshire
$14.5M -$242K -3,029 -2%
A
118
AdvicePeriod
California
$14.5M +$1.06M +13,276 +8%
IA
119
IFG Advisory
Georgia
$14.4M -$319K -2,944 -2%
OCG
120
Opus Capital Group
Ohio
$14.2M +$1.67M +20,848 +13%
HDIM
121
Hanson & Doremus Investment Management
Vermont
$14M +$1.45M +18,151 +12%
PI
122
PFS Investments
Georgia
$13.5M +$5.25M +66,569 +63%
SFPM
123
Sensible Financial Planning & Management
Massachusetts
$13.2M +$471K +5,891 +4%
FG
124
Fiduciary Group
Georgia
$13M -$11M -137,369 -46%
UA
125
Unison Advisors
District of Columbia
$12.9M +$1.5M +18,737 +13%