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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.29B +$315M +4,272,405 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$5.59B +$727M +9,840,493 +15%
Morgan Stanley
3
Morgan Stanley
New York
$4.95B +$193M +2,617,703 +4%
Creative Planning
4
Creative Planning
Kansas
$3.17B +$196M +2,658,707 +7%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.07B +$2.31M +31,340 +0.1%
LPL Financial
6
LPL Financial
California
$2.23B -$31.7M -429,842 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.59B +$10M +135,781 +0.6%
SEI Investments
8
SEI Investments
Pennsylvania
$1.45B +$41M +555,121 +3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28B -$69.3M -938,110 -5%
Wells Fargo
10
Wells Fargo
California
$1.22B -$32.7M -442,595 -3%
Vanguard Group
11
Vanguard Group
Pennsylvania
$1.2B +$240M +3,255,011 +25%
Goldman Sachs
12
Goldman Sachs
New York
$1.15B -$24.4M -330,928 -2%
Bank of America
13
Bank of America
North Carolina
$1.05B -$137M -1,856,273 -12%
AF
14
Allworth Financial
California
$1.04B +$30.4M +411,967 +3%
BlackRock
15
BlackRock
New York
$968M -$48.9M -662,340 -5%
MIS
16
Morningstar Investment Services
Illinois
$660M +$2.9M +39,561 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$589M +$12.2M +165,864 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$397M +$2.75M +37,226 +0.7%
Ameriprise
19
Ameriprise
Minnesota
$358M +$34.9M +472,738 +11%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$357M -$30.4M -412,081 -8%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$313M -$29.2M -395,053 -9%
UBS Group
22
UBS Group
Switzerland
$292M +$13.6M +184,526 +5%
OWM
23
Orgel Wealth Management
Wisconsin
$279M +$11.5M +155,149 +4%
GEM
24
Global Endowment Management
North Carolina
$241M +$2.81M +38,000 +1%
FWI
25
Facet Wealth Inc
Maryland
$236M +$7.57M +102,467 +3%