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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
Deutsche Bank
251
Deutsche Bank
Germany
$11M +$526K +7,346 +5%
RBC
252
Roble Belko & Company
Pennsylvania
$10.9M +$10.9M +152,338 New
IC
253
Inscription Capital
Texas
$10.9M +$9.81K +137 +0.1%
IWC
254
Integrated Wealth Concepts
Massachusetts
$10.9M -$216K -3,009 -2%
FMP
255
Financial Management Professionals
Texas
$10.8M -$3.74M -52,167 -26%
FWP
256
Falcon Wealth Planning
California
$10.7M +$1.96M +27,388 +23%
MWM
257
Magnolia Wealth Management
Alabama
$10.7M +$10.6M +148,600 New
SXL
258
Summit X LLC
Missouri
$10.5M +$2.61M +36,394 +35%
TPCW
259
TD Private Client Wealth
New York
$10.5M -$2.46M -34,366 -19%
MAS
260
Meeder Advisory Services
Ohio
$10.5M +$10.5M +146,564 New
LFAS
261
Level Four Advisory Services
Texas
$10.4M -$2.26M -31,577 -18%
CIAS
262
CBIZ Investment Advisory Services
Ohio
$10.4M +$10.4M +145,081 New
NCG
263
Newport Capital Group
New Jersey
$10.3M -$9.84M -137,328 -49%
SWM
264
Spire Wealth Management
Virginia
$10.3M +$8.89M +124,071 +647%
LFA
265
Landmark Financial Advisors
Kentucky
$10.2M -$21.7K -303 -0.2%
CGH
266
CMG Global Holdings
Texas
$10.2M +$7.77M +108,527 +325%
BSSFA
267
Baron Silver Stevens Financial Advisors
Florida
$10.2M +$1.6M +22,293 +19%
PA
268
PFG Advisors
Arizona
$10.2M +$2.52M +35,160 +33%
MM
269
Main Management
California
$10.2M +$9.86M +137,582 +3,628%
AI
270
Atria Investments
North Carolina
$9.91M -$1.96M -27,322 -17%
WLIM
271
White Lighthouse Investment Management
Massachusetts
$9.78M +$891K +12,437 +10%
MFA
272
Mayflower Financial Advisors
Massachusetts
$9.63M +$2.01M +28,044 +26%
PCA
273
Personal Capital Advisors
California
$9.59M +$7.58M +105,767 +382%
NEWAS
274
N.E.W. Advisory Services
Wisconsin
$9.57M +$170K +2,367 +2%
SRC
275
Shufro Rose & Co
New York
$9.46M +$5.95M +83,030 +171%

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.