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Vanguard Total Bond Market

1,246 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 477 increasing their positions, 460 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 92

16% more capital invested

Capital invested by funds: $46.6B → $54B (+$7.39B)

15% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $5.19M

12% more funds holding in top 10

Funds holding in top 10: 185208 (+23)

9% more funds holding

Funds holding: 1,1471,246 (+99)

4% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 460

0.26% more ownership

Funds ownership: 59.83%60.08% (+0.26%)

Holders
1,246
Holders Change
+99
Holders Change %
+8.63%
% of All Funds
20.03%
Holding in Top 10
208
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.43%
% of All Funds
3.34%
New
218
Increased
477
Reduced
460
Closed
92
Calls
$5.99M
Puts
$5.19M
Net Calls
+$797K
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$12.4M -$517K -7,215 -4%
JWA
227
JFS Wealth Advisors
Pennsylvania
$12.4M +$2.67M +37,296 +28%
EWA
228
EP Wealth Advisors
California
$12.4M +$7.64M +106,671 +163%
TFA
229
Tobias Financial Advisors
Florida
$12.1M -$9.26M -129,244 -43%
OIA
230
OneDigital Investment Advisors
Kansas
$12M +$1M +13,961 +9%
DB
231
Dravo Bay
Delaware
$11.9M +$100K +1,398 +0.8%
CIM
232
Cambria Investment Management
California
$11.8M +$1.23M +17,129 +12%
GWP
233
Gateway Wealth Partners
Wisconsin
$11.7M +$11.7M +162,968 New
ANTB
234
AMG National Trust Bank
Colorado
$11.6M -$5.99M -83,684 -34%
Mitsubishi UFJ Trust & Banking
235
Mitsubishi UFJ Trust & Banking
Japan
$11.6M
BWA
236
BlueSky Wealth Advisors
North Carolina
$11.6M +$262K +3,661 +2%
MWP
237
Moller Wealth Partners
$11.5M +$535K +7,475 +5%
HCC
238
Hirtle Callaghan & Co
Pennsylvania
$11.5M -$75.9K -1,059 -0.7%
AWA
239
Aletheian Wealth Advisors
Washington
$11.4M +$327K +4,570 +3%
UB
240
UMB Bank
Missouri
$11.4M +$2.65M +37,008 +30%
FAT
241
First American Trust
California
$11.4M -$87K -1,214 -0.8%
SIA
242
Sovereign Investment Advisors
Arizona
$11.3M +$85.7K +1,196 +0.8%
ACS
243
Archford Capital Strategies
Illinois
$11.3M +$10.5M +147,245 +1,496%
BHWA
244
Beacon Harbor Wealth Advisors
Virginia
$11.2M +$11.2M +155,992 New
BP
245
Ballentine Partners
Massachusetts
$11.1M +$9.45M +131,870 +582%
ME
246
McIlrath & Eck
Washington
$11.1M +$2.36M +32,892 +27%
CWAG
247
Compton Wealth Advisory Group
Virginia
$11.1M -$1.52M -21,265 -12%
AIMC
248
Alley Investment Management Company
Illinois
$11M +$820K +11,445 +8%
MPW
249
MGO Private Wealth
California
$11M +$1.52M +21,199 +16%
LGWM
250
Litman Gregory Wealth Management
California
$11M +$2.67M +37,323 +32%

BND Hedge Fund Activity: Q4 2022 in Review

1,246 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2022, worth a combined $54B — up 16% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new BND positions and 92 closed out — a net gain of 126 holders — while 477 added to existing stakes and 460 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.02B. The largest seller was RWA Wealth Partners, cutting an estimated $141M.

  • 1,246 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2022, up from 1,147 in Q3 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q4 2022, up 16% quarter-over-quarter.
  • 218 funds opened new Vanguard Total Bond Market positions in Q4 2022 and 92 closed out, a net change of +126 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2022 was Goldman Sachs, an estimated $1.02B added.
  • The largest Vanguard Total Bond Market seller in Q4 2022 was RWA Wealth Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2022.