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Vanguard Total Bond Market

1,254 hedge funds and large institutions have $53.9B invested in Vanguard Total Bond Market in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 525 increasing their positions, 474 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
20.07%
Holding in Top 10
196
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.77%
% of All Funds
3.14%
New
132
Increased
525
Reduced
474
Closed
90
Calls
$9.43M
Puts
$3.72M
Net Calls
+$5.71M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
151
Capital Asset Advisory Services
Michigan
$26.3M -$1.24M -16,814 -5%
SIM
152
Stratos Investment Management
Ohio
$25.5M +$2.33M +31,506 +10%
GW
153
GW & Wade
Massachusetts
$25.5M -$766K -10,379 -3%
BIA
154
BHK Investment Advisors
Alabama
$25.2M +$3.83M +51,941 +18%
NC
155
NewSquare Capital
Pennsylvania
$24.7M -$503K -6,818 -2%
PCWA
156
Pacific Capital Wealth Advisors
California
$24.6M +$1.08M +14,570 +5%
NOI
157
Newton One Investments
Delaware
$24.5M +$3.34M +45,191 +16%
CAM
158
Cresset Asset Management
Illinois
$24.2M -$37.3K -505 -0.2%
VAS
159
Vestmark Advisory Solutions
Massachusetts
$24M +$6.93M +93,839 +41%
ERIC
160
Eagle Rock Investment Company
Georgia
$23.9M -$84.6K -1,146 -0.4%
AWM
161
Apollon Wealth Management
South Carolina
$23.3M +$4.86M +65,842 +26%
SWA
162
Strategies Wealth Advisors
Michigan
$22.6M +$2.12M +28,781 +10%
PFM
163
Phillips Financial Management
Indiana
$22.3M -$949K -12,859 -4%
Allspring Global Investments
164
Allspring Global Investments
North Carolina
$22.2M +$2.5M +33,836 +13%
ACS
165
Archford Capital Strategies
Illinois
$22M +$10.3M +138,642 +88%
PMA
166
Prudent Man Advisors
Illinois
$21.9M +$1.04M +14,122 +5%
PWMG
167
Prestige Wealth Management Group
New Jersey
$21.9M +$21.8M +295,248 +24,604%
TFF
168
The Family Firm
Maryland
$21.6M +$794K +10,749 +4%
PWM
169
Perigon Wealth Management
California
$21.6M +$30.7K +416 +0.1%
TFA
170
Transamerica Financial Advisors
Florida
$21.5M -$13.7K -185 -0.1%
CCM
171
Coldstream Capital Management
Washington
$21.5M -$7.25M -98,219 -25%
IA
172
IFP Advisors
Florida
$21.2M -$15.3M -183,170 -42%
KWM
173
Kingsview Wealth Management
Oregon
$20.5M +$522K +7,077 +3%
HPC
174
Hobart Private Capital
North Carolina
$20.3M +$20.3M +274,830 New
AA
175
Axiom Advisory
California
$20.2M +$5.99K +81 +0%