BND icon

Vanguard Total Bond Market

1,431 hedge funds and large institutions have $63B invested in Vanguard Total Bond Market in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 681 increasing their positions, 491 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,431
Holders Change
+16
Holders Change %
+1.13%
% of All Funds
20.81%
Holding in Top 10
235
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
3.42%
New
128
Increased
681
Reduced
491
Closed
95
Calls
$12.5M
Puts
$1.68M
Net Calls
+$10.8M
Net Calls Change
+$8.24M
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
201
Zhang Financial
Michigan
$22.6M +$1.42M +19,704 +7%
FWM
202
Focused Wealth Management
New York
$22.5M +$1.12M +15,605 +5%
CWAG
203
Compton Wealth Advisory Group
Virginia
$22.4M +$97K +1,346 +0.4%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$22.4M -$1.65M -22,879 -7%
FTS
205
Fifth Third Securities
Ohio
$22.2M +$1.39M +19,357 +7%
TFF
206
The Family Firm
Maryland
$22.2M +$11.6M +324,738 +110%
GWSA
207
Global Wealth Strategies & Associates
Colorado
$22M +$864K +11,997 +4%
WANY
208
Wealthspire Advisors (New York)
New York
$21.9M -$1.24M -17,181 -5%
AWM
209
Axxcess Wealth Management
California
$21.7M +$346K +4,802 +2%
LRIA
210
Leonard Rickey Investment Advisors
Washington
$21.6M +$970K +13,463 +5%
LGWM
211
Litman Gregory Wealth Management
California
$21.6M +$237K +3,283 +1%
CFA
212
Cahill Financial Advisors
Minnesota
$21.5M +$432K +6,000 +2%
LPT
213
Legacy Private Trust
Wisconsin
$21.5M -$21.2M -293,877 -50%
FA
214
FDx Advisors
Illinois
$21.4M -$639K -8,871 -3%
HCC
215
Hirtle Callaghan & Co
Pennsylvania
$21.3M -$19.9M
CAM
216
Cobblestone Asset Management
Virginia
$20.9M -$1.59M -22,055 -7%
PFM
217
Phillips Financial Management
Indiana
$20.9M -$1.56M -21,661 -7%
EC
218
Eaton-Cambridge
Arizona
$20.7M +$1.16M +16,103 +6%
BHWA
219
Beacon Harbor Wealth Advisors
Virginia
$20.7M +$759K +10,541 +4%
Natixis Advisors
220
Natixis Advisors
Massachusetts
$20.5M +$7.91M +109,810 +63%
AAS
221
Avantax Advisory Services
Texas
$20.4M +$2.25M +31,242 +12%
CTWM
222
Cherry Tree Wealth Management
Minnesota
$20.3M +$19.1K +265 +0.1%
IFA
223
Index Fund Advisors
California
$20.3M +$269K +3,740 +1%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$20M +$2.77M +38,436 +16%
AFA
225
AllGen Financial Advisors
Florida
$19.9M +$19.9M +276,098 New