We are live on ! Find out more
BND icon

Vanguard Total Bond Market

1,259 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 527 increasing their positions, 475 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $9.43M | Put options by funds: $3.72M

48% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 475

2.26% more ownership

Funds ownership: 60.08%62.34% (+2.3%)

1% more funds holding

Funds holding: 1,2461,259 (+13)

0% less capital invested

Capital invested by funds: $54B → $54B (-$19M)

5% less funds holding in top 10

Funds holding in top 10: 208197 (-11)

Holders
1,259
Holders Change
+13
Holders Change %
+1.04%
% of All Funds
20.06%
Holding in Top 10
197
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.29%
% of All Funds
3.14%
New
133
Increased
527
Reduced
475
Closed
90
Calls
$9.43M
Puts
$3.72M
Net Calls
+$5.71M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$14.3M +$2.56M +34,970 +22%
BOH
227
Bank of Hawaii
Hawaii
$14.2M -$159K -2,178 -1%
WA
228
WBH Advisory
Maryland
$14M +$13.9M +189,788 New
BFEC
229
Benjamin F. Edwards & Company
Missouri
$13.8M +$205K +2,807 +2%
CA
230
Crewe Advisors
Utah
$13.7M +$11.9M +162,356 +704%
FWA
231
FOCUS Wealth Advisors
Texas
$13.5M -$190K -2,590 -1%
FWP
232
Falcon Wealth Planning
California
$13.3M +$2.26M +30,916 +21%
IWC
233
Integrated Wealth Concepts
Massachusetts
$13.1M +$1.9M +26,017 +17%
MPW
234
MGO Private Wealth
California
$12.9M +$1.6M +21,903 +14%
KAS
235
Kestra Advisory Services
Texas
$12.8M -$4.31M -58,900 -25%
JWA
236
JFS Wealth Advisors
Pennsylvania
$12.7M +$32.8K +448 +0.3%
OIA
237
OneDigital Investment Advisors
Kansas
$12.7M +$377K +5,151 +3%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$12.7M -$1.8M -24,542 -13%
CIM
239
Cambria Investment Management
California
$12.7M +$543K +7,417 +5%
HCC
240
Hirtle Callaghan & Co
Pennsylvania
$12.6M +$765K +10,461 +7%
GWP
241
Gateway Wealth Partners
Wisconsin
$12.4M +$382K +5,220 +3%
LIM
242
Leavell Investment Management
Alabama
$12.3M +$3.07M +41,954 +34%
MWP
243
Moller Wealth Partners
$12.3M +$460K +6,282 +4%
TPCW
244
TD Private Client Wealth
New York
$12.2M +$1.39M +19,017 +13%
MCWS
245
McKinley Carter Wealth Services
West Virginia
$12.1M -$2.47M -33,711 -17%
AIMC
246
Alley Investment Management Company
Illinois
$12M +$679K +9,275 +6%
AWA
247
Aletheian Wealth Advisors
Washington
$12M +$238K +3,249 +2%
TFA
248
Tobias Financial Advisors
Florida
$12M -$425K -5,811 -3%
Natixis Advisors
249
Natixis Advisors
Massachusetts
$12M -$7.02M -95,900 -37%
BHWA
250
Beacon Harbor Wealth Advisors
Virginia
$11.9M +$428K +5,848 +4%

BND Hedge Fund Activity: Q1 2023 in Review

1,259 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2023, worth a combined $54B — down 0.04% from $54B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new BND positions and 90 closed out — a net gain of 43 holders — while 527 added to existing stakes and 475 trimmed.

The largest buyer was Summit Wealth Group, opening a new position worth an estimated $2.27B. The largest seller was Jane Street, cutting an estimated $260M.

  • 1,259 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2023, up from 1,246 in Q4 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q1 2023, down 0.04% quarter-over-quarter.
  • 133 funds opened new Vanguard Total Bond Market positions in Q1 2023 and 90 closed out, a net change of +43 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2023 was Summit Wealth Group, an estimated $2.27B added.
  • The largest Vanguard Total Bond Market seller in Q1 2023 was Jane Street, an estimated $260M sold.

Based on aggregated 13F filings for Q1 2023.