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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
JWA
251
JFS Wealth Advisors
Pennsylvania
$12.6M +$9.38K +128 +0.1%
SIA
252
Sovereign Investment Advisors
Arizona
$12.5M +$1.05M +14,383 +9%
KAS
253
Kestra Advisory Services
Texas
$12.5M -$141K -1,921 -1%
LGWM
254
Litman Gregory Wealth Management
California
$12.4M +$12.5M +171,017 New
CIM
255
Cambria Investment Management
California
$12.2M -$292K -3,990 -2%
OCM
256
One Capital Management
California
$12.2M +$1.64M +22,449 +16%
LIM
257
Leavell Investment Management
Alabama
$12.1M +$13.4K +183 +0.1%
GWP
258
Gateway Wealth Partners
Wisconsin
$12.1M -$114K -1,551 -0.9%
SIC
259
SJS Investment Consulting
Ohio
$12.1M +$488K +6,662 +4%
HBT
260
Hills Bank & Trust
Iowa
$12.1M +$3.77M +51,502 +45%
FMP
261
Financial Management Professionals
Texas
$12M +$1.19M +16,306 +11%
MWP
262
Moller Wealth Partners
$12M -$116K -1,578 -0.9%
Natixis Advisors
263
Natixis Advisors
Massachusetts
$11.9M +$158K +2,162 +1%
MAS
264
Meeder Advisory Services
Ohio
$11.9M +$620K +8,469 +5%
AIMC
265
Alley Investment Management Company
Illinois
$11.9M +$72.2K +986 +0.6%
NL
266
NWAM LLC
Washington
$11.8M +$5.83M +79,588 +96%
Mitsubishi UFJ Trust & Banking
267
Mitsubishi UFJ Trust & Banking
Japan
$11.7M
TFA
268
Tobias Financial Advisors
Florida
$11.7M -$108K -1,471 -0.9%
CGH
269
CMG Global Holdings
Texas
$11.6M +$229K +3,127 +2%
DB
270
Dravo Bay
Delaware
$11.5M +$281K +3,836 +2%
TPCW
271
TD Private Client Wealth
New York
$11.2M -$826K -11,270 -7%
FAT
272
First American Trust
California
$11.2M -$35.2K -481 -0.3%
NEWAS
273
N.E.W. Advisory Services
Wisconsin
$11.1M +$869K +11,867 +8%
IAS
274
IMA Advisory Services
Colorado
$11.1M +$11.2M +152,311 New
MCWS
275
McKinley Carter Wealth Services
West Virginia
$11.1M -$827K -11,293 -7%

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.