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Vanguard Total Bond Market

1,276 hedge funds and large institutions have $57B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 606 increasing their positions, 428 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 428

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

6% more funds holding in top 10

Funds holding in top 10: 196207 (+11)

0% more funds holding

Funds holding: 1,2741,276 (+2)

0% more capital invested

Capital invested by funds: $56.9B → $57B (+$52.1M)

0.27% less ownership

Funds ownership: 60.47%60.2% (-0.27%)

Holders
1,276
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
207
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.61%
% of All Funds
3.29%
New
118
Increased
606
Reduced
428
Closed
99
Calls
$4.79M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
226
Choreo LLC
Illinois
$15.6M -$881K -12,345 -5%
BHWA
227
Beacon Harbor Wealth Advisors
Virginia
$15.6M +$597K +8,365 +4%
Barclays
228
Barclays
United Kingdom
$15.4M
AAS
229
Avantax Advisory Services
Texas
$15.2M +$834K +11,685 +6%
WB
230
WesBanco Bank
West Virginia
$15.1M -$2.21M -30,928 -13%
RA
231
Riversedge Advisors
Delaware
$15.1M +$1.61M +22,502 +12%
BFEC
232
Benjamin F. Edwards & Company
Missouri
$14.9M +$2.13M +29,784 +16%
BSSFA
233
Baron Silver Stevens Financial Advisors
Florida
$14.8M +$2.67M +37,375 +21%
BOH
234
Bank of Hawaii
Hawaii
$14.8M +$1.11M +15,585 +8%
MPW
235
MGO Private Wealth
California
$14.8M +$945K +13,244 +7%
RL
236
Rogco LP
Oklahoma
$14.6M +$15M +209,871 New
MWM
237
McNaughton Wealth Management
California
$14.6M +$372K +5,214 +3%
XF
238
XML Financial
Maryland
$14.6M -$621K -8,696 -4%
AA
239
Atmos Advisory
Pennsylvania
$14.6M +$770K +10,791 +5%
RBC
240
Roble Belko & Company
Pennsylvania
$14.4M -$5.94M -83,263 -29%
WF
241
Whelan Financial
California
$14.3M +$488K +6,836 +3%
KAS
242
Kestra Advisory Services
Texas
$14.1M +$2.2M +30,873 +18%
WA
243
WBH Advisory
Maryland
$14.1M +$561K +7,858 +4%
EPM
244
Elm Partners Management
Pennsylvania
$14M +$1.33M +18,618 +10%
USAA
245
United Services Automobile Association
Texas
$14M +$724K +10,144 +5%
HCC
246
Hirtle Callaghan & Co
Pennsylvania
$14M +$1.2M +16,849 +9%
CMP
247
Courage Miller Partners
Virginia
$14M +$3.66M +51,205 +34%
Lido Advisors
248
Lido Advisors
California
$13.9M -$2.56M -35,913 -15%
PA
249
Pinnacle Associates
New York
$13.8M +$1.11M +15,592 +9%
VRM
250
Vectors Research Management
New York
$13.6M +$9.02M +126,368 +185%

BND Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2023, worth a combined $57B — up 0.09% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BND positions and 99 closed out — a net gain of 19 holders — while 606 added to existing stakes and 428 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.42B. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $779M.

  • 1,276 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2023, up from 1,274 in Q2 2023.
  • Funds reported $57B of Vanguard Total Bond Market stock for Q3 2023, up 0.09% quarter-over-quarter.
  • 118 funds opened new Vanguard Total Bond Market positions in Q3 2023 and 99 closed out, a net change of +19 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $1.42B added.
  • The largest Vanguard Total Bond Market seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $779M sold.

Based on aggregated 13F filings for Q3 2023.