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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 %
EWM
201
Executive Wealth Management
Michigan
$17.2M -$113K -1,551 -0.7%
CL
202
Choreo LLC
Illinois
$17.1M -$451K -6,206 -3%
TA
203
Trellis Advisors
Washington
$17.1M +$403K +5,546 +2%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$17.1M -$548K -7,543 -3%
WANY
205
Wealthspire Advisors (New York)
New York
$17.1M -$786K -10,815 -4%
TC
206
TownSquare Capital
Utah
$17.1M +$16.4M +225,614 +2,445%
Lido Advisors
207
Lido Advisors
California
$17M +$843K +11,598 +5%
ST
208
Smithfield Trust
Pennsylvania
$17M +$144K +1,979 +0.9%
DAS
209
Dynamic Advisor Solutions
Arizona
$17M +$9.48M +130,479 +127%
OIA
210
OneDigital Investment Advisors
Kansas
$16.9M +$4.32M +59,488 +34%
JSL
211
JT Stratford LLC
Georgia
$16.7M -$1.34M -18,477 -7%
BFA
212
Bluestem Financial Advisors
Illinois
$16.6M +$603K +8,301 +4%
BWM
213
Brown Wealth Management
Illinois
$16.6M +$16.6M +228,096 New
VWA
214
Visionary Wealth Advisors
Illinois
$16.2M +$1.56M +21,395 +11%
Barclays
215
Barclays
United Kingdom
$16M
XF
216
XML Financial
Maryland
$15.8M +$15.8M +217,810 New
CCM
217
Coldstream Capital Management
Washington
$15.8M -$5.38M -74,032 -25%
PGFC
218
Peapack-Gladstone Financial Corp
New Jersey
$15.6M +$66.9K +920 +0.4%
BHWA
219
Beacon Harbor Wealth Advisors
Virginia
$15.6M +$3.83M +52,663 +33%
FAIM
220
Financial Advocates Investment Management
Washington
$15.5M -$196K -2,697 -1%
UB
221
UMB Bank
Missouri
$15.4M +$1.34M +18,432 +10%
COCM
222
Charter Oak Capital Management
New Hampshire
$15.3M +$570K +7,838 +4%
AAS
223
Avantax Advisory Services
Texas
$15M +$554K +7,628 +4%
MWM
224
McNaughton Wealth Management
California
$14.9M +$633K +8,710 +4%
AC
225
Abbrea Capital
California
$14.8M +$6.55M +90,155 +79%