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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
RBC
251
Roble Belko & Company
Pennsylvania
$11.9M +$681K +9,301 +6%
Mitsubishi UFJ Trust & Banking
252
Mitsubishi UFJ Trust & Banking
Japan
$11.9M
SIC
253
SJS Investment Consulting
Ohio
$11.8M +$8.97M +122,567 +329%
SA
254
SAM Advisors
California
$11.7M -$1.57M -21,471 -12%
SIA
255
Sovereign Investment Advisors
Arizona
$11.6M +$45.1K +616 +0.4%
PA
256
Pinnacle Associates
New York
$11.6M +$2.97M +40,586 +35%
CGH
257
CMG Global Holdings
Texas
$11.5M +$1.05M +14,395 +10%
AI
258
Atria Investments
North Carolina
$11.5M +$1.34M +18,313 +13%
MAS
259
Meeder Advisory Services
Ohio
$11.5M +$662K +9,042 +6%
BWA
260
BlueSky Wealth Advisors
North Carolina
$11.4M -$475K -6,493 -4%
FAT
261
First American Trust
California
$11.4M -$293K -4,000 -3%
DB
262
Dravo Bay
Delaware
$11.4M -$894K -12,216 -7%
SAG
263
SageView Advisory Group
California
$11.1M -$3.69M -50,495 -25%
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$11M +$1.32M +18,079 +14%
FMP
265
Financial Management Professionals
Texas
$11M -$54.9K -750 -0.5%
GC
266
Gould Capital
Washington
$10.9M +$9.1M +124,297 +547%
CMP
267
Courage Miller Partners
Virginia
$10.8M +$2.78M +37,982 +35%
OCM
268
One Capital Management
California
$10.7M +$10.6M +144,828 New
BP
269
Ballentine Partners
Massachusetts
$10.5M -$865K -11,819 -8%
NEWAS
270
N.E.W. Advisory Services
Wisconsin
$10.4M +$541K +7,390 +6%
MFWP
271
Mosaic Family Wealth Partners
Missouri
$10.3M +$781K +10,669 +8%
MWM
272
Magnolia Wealth Management
Alabama
$10.3M -$709K -9,685 -7%
BAM
273
BTS Asset Management
Massachusetts
$10M +$6.79M +92,808 +216%
WLIM
274
White Lighthouse Investment Management
Massachusetts
$10M -$38.3K -524 -0.4%
SWM
275
Spire Wealth Management
Virginia
$9.94M -$626K -8,561 -6%

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.