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Vanguard Total Bond Market

1,439 hedge funds and large institutions have $65.5B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 614 increasing their positions, 448 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+169
Holders Change %
+13.31%
% of All Funds
21.09%
Holding in Top 10
238
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.53%
% of All Funds
3.49%
New
277
Increased
614
Reduced
448
Closed
84
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Shares
Change %
HBT
176
Hills Bank & Trust
Iowa
$24.4M +$2.33M +31,617 +11%
FWM
177
Focused Wealth Management
New York
$24.4M -$460K -6,253 -2%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$24.2M +$3.57M +48,472 +17%
WANY
179
Wealthspire Advisors (New York)
New York
$24.2M +$7.7M +104,739 +47%
JSL
180
JT Stratford LLC
Georgia
$23.9M +$4.47M +60,787 +23%
KL
181
KWMG LLC
Kansas
$23.3M +$355K +4,826 +2%
FA
182
FDx Advisors
Illinois
$23.3M +$450K +6,119 +2%
PWMG
183
Prestige Wealth Management Group
New Jersey
$23.3M -$1.01M -13,670 -4%
CF
184
Corrigan Financial
Rhode Island
$23.2M +$1.83M +24,896 +9%
DAS
185
Dynamic Advisor Solutions
Arizona
$23.1M +$5.19M +71,326 +29%
COCM
186
Charter Oak Capital Management
New Hampshire
$22.9M +$2.19M +29,800 +11%
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$22.8M +$16.5M +224,492 +261%
PWM
188
Perigon Wealth Management
California
$22.7M +$317K +4,316 +1%
TFA
189
Transamerica Financial Advisors
Florida
$22.6M -$214K -2,913 -0.9%
FCC
190
Flower City Capital
New York
$22.4M +$22.4M +304,459 New
PFM
191
Phillips Financial Management
Indiana
$22.3M -$1.47M -19,922 -6%
LGWM
192
Litman Gregory Wealth Management
California
$22.3M +$3.44M +46,746 +18%
HPC
193
Hobart Private Capital
North Carolina
$22.3M +$523K +7,110 +2%
CL
194
Choreo LLC
Illinois
$22.2M +$5.77M +78,405 +35%
CWAG
195
Compton Wealth Advisory Group
Virginia
$22M -$2.51M -34,115 -10%
FWP
196
Falcon Wealth Planning
California
$21.9M +$2.27M +30,889 +12%
AA
197
Axiom Advisory
California
$21.7M +$324K +4,401 +2%
Creative Planning
198
Creative Planning
Kansas
$21.7M +$1.99M +5,594,165 +10%
BWM
199
Benchmark Wealth Management
Connecticut
$21.7M +$785K +10,676 +4%
PMA
200
Prudent Man Advisors
Illinois
$21.6M -$545K -7,408 -2%