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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 %
SIM
151
Stratos Investment Management
Ohio
$27.1M +$2.03M +27,941 +8%
AAG
152
Armstrong Advisory Group
Massachusetts
$27M +$235K +3,238 +0.9%
US Bancorp
153
US Bancorp
Minnesota
$26.7M -$4.15M -57,026 -13%
ERIC
154
Eagle Rock Investment Company
Georgia
$26.4M +$2.93M +40,324 +12%
GW
155
GW & Wade
Massachusetts
$26.2M +$1.11M +15,267 +4%
AL
156
Aspiriant LLC
California
$25.9M -$123K -1,693 -0.5%
SFG
157
SNS Financial Group
Minnesota
$25.5M -$2.37M -32,626 -9%
NC
158
NewSquare Capital
Pennsylvania
$25.4M +$1.11M +15,339 +5%
CAAS
159
Capital Asset Advisory Services
Michigan
$24.8M -$1.03M -14,252 -4%
LPT
160
Legacy Private Trust
Wisconsin
$24.7M -$19.7M -270,543 -44%
AWM
161
Apollon Wealth Management
South Carolina
$24.7M +$1.71M +23,553 +7%
BIA
162
BHK Investment Advisors
Alabama
$24.7M -$102K -1,406 -0.4%
NOI
163
Newton One Investments
Delaware
$24.3M +$173K +2,374 +0.7%
PFM
164
Phillips Financial Management
Indiana
$23.4M +$1.46M +20,022 +7%
SWA
165
Strategies Wealth Advisors
Michigan
$22.9M +$696K +9,574 +3%
CA
166
Crewe Advisors
Utah
$22.5M +$8.98M +123,575 +67%
Cerity Partners
167
Cerity Partners
New York
$22.3M +$455K +6,263 +2%
KL
168
KWMG LLC
Kansas
$22M +$2.42M +33,351 +12%
ACS
169
Archford Capital Strategies
Illinois
$22M +$520K +7,168 +2%
PWM
170
Perigon Wealth Management
California
$21.7M +$466K +6,408 +2%
PWMG
171
Prestige Wealth Management Group
New Jersey
$21.5M -$13.6K -187 -0.1%
TFF
172
The Family Firm
Maryland
$21.5M +$231K +3,177 +1%
TFA
173
Transamerica Financial Advisors
Florida
$21.5M +$254K +3,496 +1%
PMA
174
Prudent Man Advisors
Illinois
$21.4M -$186K -2,558 -0.9%
HPC
175
Hobart Private Capital
North Carolina
$21.3M +$1.32M +18,092 +7%