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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 %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$35.4M -$472K -6,488 -1%
Boston Partners
127
Boston Partners
Massachusetts
$35M -$36.1M
SOAG
128
Silver Oak Advisory Group
Oregon
$34.9M +$472K +6,487 +1%
FWM
129
Focused Wealth Management
New York
$34.2M +$597K +8,208 +2%
BWM
130
Baystate Wealth Management
Massachusetts
$34M -$2.71M -37,292 -7%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$33.8M +$1.34M +18,431 +4%
PAG
132
Private Advisor Group
New Jersey
$33.6M -$412K -5,676 -1%
Retirement Systems of Alabama
133
Retirement Systems of Alabama
Alabama
$33.2M +$410K +5,644 +1%
VAS
134
Vestmark Advisory Solutions
Massachusetts
$32.8M +$9.22M +126,889 +39%
HDIM
135
Hanson & Doremus Investment Management
Vermont
$32.5M +$2.05M +28,269 +7%
SWG
136
Summit Wealth Group
Vermont
$32.5M -$2.23B -30,641,195 -99%
PI
137
PFS Investments
Georgia
$32.4M +$4.45M +61,185 +16%
PCWA
138
Pacific Capital Wealth Advisors
California
$32.2M +$7.97M +109,604 +33%
SCM
139
Stordahl Capital Management
Colorado
$30.2M +$204K +2,813 +0.7%
RRCM
140
Rappaport Reiches Capital Management
Illinois
$29.9M -$232K -3,195 -0.8%
FI
141
FIDELIS iM
Oregon
$29.9M +$493K +6,788 +2%
TA
142
Tectonic Advisors
Texas
$29.2M +$1.82M +25,081 +7%
AWM
143
AE Wealth Management
Kansas
$29.1M +$839K +11,539 +3%
DADC
144
D.A. Davidson & Co
Montana
$29M +$12.1M +166,399 +72%
SRC
145
Shufro Rose & Co
New York
$28.9M +$25.1M +345,405 +666%
AIP
146
Ameritas Investment Partners
Nebraska
$28.4M +$1.74M +24,000 +7%
CWM
147
Cornerstone Wealth Management
Missouri
$28.1M -$376K -5,166 -1%
PCA
148
Pallas Capital Advisors
Massachusetts
$28M +$13.5M +185,545 +93%
AFFA
149
ALM First Financial Advisors
Texas
$27.3M
CA
150
CoreCap Advisors
Michigan
$27.2M +$27.2M +373,871 New