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Vanguard Total Bond Market

1,274 hedge funds and large institutions have $56.9B invested in Vanguard Total Bond Market in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 594 increasing their positions, 444 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $1.28M

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

34% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 444

5% more capital invested

Capital invested by funds: $54B → $56.9B (+$2.94B)

1% more funds holding

Funds holding: 1,2591,274 (+15)

1% less funds holding in top 10

Funds holding in top 10: 197196 (-1)

1.87% less ownership

Funds ownership: 62.34%60.47% (-1.9%)

Holders
1,274
Holders Change
+15
Holders Change %
+1.19%
% of All Funds
20%
Holding in Top 10
196
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.51%
% of All Funds
3.08%
New
106
Increased
594
Reduced
444
Closed
75
Calls
$6.07M
Puts
$1.28M
Net Calls
+$4.79M
Net Calls Change
-$922K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Abbrea Capital
California
$14.8M +$6.6M +90,155 +79%
KIM
227
Karpus Investment Management
New York
$14.7M +$8.01M +109,411 +118%
CWAG
228
Compton Wealth Advisory Group
Virginia
$14.7M -$379K -5,175 -2%
FWP
229
Falcon Wealth Planning
California
$14.6M +$1.5M +20,460 +11%
MPW
230
MGO Private Wealth
California
$14.4M +$1.69M +23,104 +13%
WF
231
Whelan Financial
California
$14.4M +$299K +4,081 +2%
AA
232
Atmos Advisory
Pennsylvania
$14.4M +$51K +696 +0.4%
BOH
233
Bank of Hawaii
Hawaii
$14.3M +$240K +3,274 +2%
WA
234
WBH Advisory
Maryland
$14.1M +$329K +4,489 +2%
RA
235
Riversedge Advisors
Delaware
$14M -$5.37M -73,281 -27%
CB
236
Commerce Bank
Missouri
$14M -$5.24M -71,521 -27%
IWC
237
Integrated Wealth Concepts
Massachusetts
$13.9M +$1.06M +14,495 +8%
USAA
238
United Services Automobile Association
Texas
$13.9M -$4.08M -55,643 -23%
BCI
239
Brinker Capital Investments
Pennsylvania
$13.7M -$1.84M -25,176 -12%
OPS
240
Orion Portfolio Solutions
Nebraska
$13.7M -$1.84M -25,176 -12%
BFEC
241
Benjamin F. Edwards & Company
Missouri
$13.4M -$230K -3,145 -2%
HCC
242
Hirtle Callaghan & Co
Pennsylvania
$13.3M +$959K +13,086 +8%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$13.3M +$3.26M +44,468 +30%
EPM
244
Elm Partners Management
Pennsylvania
$13.3M -$14.1M -192,515 -51%
PA
245
Pinnacle Associates
New York
$13.2M +$1.83M +24,995 +16%
AWA
246
Aletheian Wealth Advisors
Washington
$13.2M +$1.4M +19,130 +12%
FWA
247
FOCUS Wealth Advisors
Texas
$13.2M -$134K -1,835 -1%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$12.7M +$259K +3,540 +2%
BSSFA
249
Baron Silver Stevens Financial Advisors
Florida
$12.7M +$3.48M +47,571 +37%
R
250
Rebalance
California
$12.7M +$6.61M +90,200 +107%

BND Hedge Fund Activity: Q2 2023 in Review

1,274 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2023, worth a combined $56.9B — up 5.4% from $54B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BND positions and 75 closed out — a net gain of 31 holders — while 594 added to existing stakes and 444 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $987M. The largest seller was Summit Wealth Group, cutting an estimated $2.24B.

  • 1,274 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2023, up from 1,259 in Q1 2023.
  • Funds reported $56.9B of Vanguard Total Bond Market stock for Q2 2023, up 5.4% quarter-over-quarter.
  • 106 funds opened new Vanguard Total Bond Market positions in Q2 2023 and 75 closed out, a net change of +31 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2023 was Morgan Stanley, an estimated $987M added.
  • The largest Vanguard Total Bond Market seller in Q2 2023 was Summit Wealth Group, an estimated $2.24B sold.

Based on aggregated 13F filings for Q2 2023.