Chandler Asset Management 13F annual report
Chandler Asset Management is an investment fund managing more than $493 billion ran by Michael Rasmussen. There are currently 9 companies in Mr. Rasmussen’s portfolio. The largest investments include Vanguard Bd Index Fds and Ishares Tr, together worth $266 billion.
$493 billion Assets Under Management (AUM)
As of 5th August 2024, Chandler Asset Management’s top holding is 1,330,417 shares of Vanguard Bd Index Fds currently worth over $95.8 billion and making up 19.4% of the portfolio value.
In addition, the fund holds 1,463,709 shares of Ishares Tr worth $170 billion.
The third-largest holding is Vanguard Index Fds worth $126 billion and the next is Vanguard Tax-managed Fds worth $42.3 billion, with 856,806 shares owned.
Currently, Chandler Asset Management's portfolio is worth at least $493 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Chandler Asset Management
The Chandler Asset Management office and employees reside in San Diego, California. According to the last 13-F report filed with the SEC, Michael Rasmussen serves as the Chief Compliance Officer / General Counsel at Chandler Asset Management.
Recent trades
In the most recent 13F filing, Chandler Asset Management revealed that it had increased its stake in
Vanguard Bd Index Fds and bought 47,115 additional shares worth around .
On the other hand, Michael Rasmussen disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $170 billion and 1,463,709 shares.
One of the average hedge funds
The two most similar investment funds to Chandler Asset Management are Chicago Trust Co Na and Spirit Of America Management Corp/ny. They manage $493 billion and $493 billion respectively.
The complete list of Chandler Asset Management trades based on 13F SEC filings
These positions were updated on August 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Bd Index Fds |
3.67%
1,330,417
|
$95,753,506,000 | 19.42% |
| Ishares Tr |
0.40%
1,463,709
|
$169,864,728,000 | 34.46% |
| Vanguard Index Fds |
0.01%
780,531
|
$126,120,511,000 | 25.58% |
| Vanguard Tax-managed Fds |
0.50%
856,806
|
$42,343,353,000 | 8.59% |
| Vanguard Intl Equity Index F |
2.24%
664,680
|
$28,512,994,000 | 5.78% |
| Spdr Ser Tr |
4.58%
180,836
|
$17,047,410,000 | 3.46% |
| Vanguard Charlotte Fds |
0.60%
95,830
|
$4,664,046,000 | 0.95% |
| Vanguard Scottsdale Fds |
0.43%
131,355
|
$7,277,201,000 | 1.48% |
| Schwab Strategic Tr |
No change
17,720
|
$1,379,148,000 | 0.28% |
| No transactions found | |||
| Showing first 500 out of 9 holdings | |||
Hedge funds similar to Chandler Asset Management
- Engine Capital Management, L.P.
- Barber
- Bedel Financial Consulting Inc
- Pettyjohn, Wood & White, Inc
- Sugarloaf Wealth Management
- Summit Wealth Advisors
- Chicago Trust Co Na
- Spirit Of America Management Corp/ny
- Blue Grotto Capital
- Two Seas Capital L.P.
- Farmers Trust Co
- Gleason
- Capital Advantage
- Pacific Ridge Capital Partners