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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.68B +$502M +6,908,686 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.15B +$641M +8,812,860 +12%
Morgan Stanley
3
Morgan Stanley
New York
$5.85B +$980M +13,478,037 +20%
Creative Planning
4
Creative Planning
Kansas
$3.61B +$491M +6,759,628 +16%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.08B +$55.8M +767,942 +2%
LPL Financial
6
LPL Financial
California
$2.26B +$61M +839,457 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.61B +$42.8M +588,625 +3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.45B +$266M +3,655,791 +22%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37B +$107M +1,466,506 +8%
Wells Fargo
10
Wells Fargo
California
$1.25B +$51.4M +706,960 +4%
Goldman Sachs
11
Goldman Sachs
New York
$1.15B +$16.9M +233,085 +1%
SEI Investments
12
SEI Investments
Pennsylvania
$1.07B -$358M -4,924,590 -25%
AF
13
Allworth Financial
California
$1.06B +$39.1M +538,385 +4%
Bank of America
14
Bank of America
North Carolina
$1.03B -$10.5M -144,658 -1%
BlackRock
15
BlackRock
New York
$929M -$24M -330,243 -3%
MIS
16
Morningstar Investment Services
Illinois
$657M +$4.28M +59,010 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$585M +$5.17M +71,096 +0.9%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$356M +$4.43M +60,931 +1%
OWM
19
Orgel Wealth Management
Wisconsin
$347M +$71.8M +987,085 +26%
Ameriprise
20
Ameriprise
Minnesota
$345M -$7.1M -97,714 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$316M -$74.3M -1,022,271 -19%
UBS Group
22
UBS Group
Switzerland
$310M +$22.6M +311,234 +8%
FWI
23
Facet Wealth Inc
Maryland
$302M +$73.7M +1,029,549 +32%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$302M -$6.46M -88,817 -2%
OPAM
25
Ocean Park Asset Management
California
$243M +$182M +2,507,158 +299%