We are live on ! Find out more
BND icon

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
AC
251
Abbrea Capital
California
$13.4M -$778K -10,897 -5%
BCM
252
Blume Capital Management
California
$13.3M +$13.6M +190,573 New
FTS
253
Fifth Third Securities
Ohio
$13.2M +$4.34M +60,746 +47%
CC
254
Courier Capital
New York
$13.2M +$8.52M +119,363 +171%
AWA
255
Aletheian Wealth Advisors
Washington
$13.2M +$534K +7,485 +4%
BTIM
256
BancFirst Trust & Investment Management
Oklahoma
$13M +$13.3M +185,623 New
PGFC
257
Peapack-Gladstone Financial Corp
New Jersey
$12.8M -$2.27M -31,750 -15%
R
258
Rebalance
California
$12.7M +$523K +7,325 +4%
BCI
259
Brinker Capital Investments
Pennsylvania
$12.6M -$584K -8,187 -4%
OPS
260
Orion Portfolio Solutions
Nebraska
$12.6M -$584K -8,187 -4%
KIM
261
Karpus Investment Management
New York
$12.5M -$1.61M -22,490 -11%
FWA
262
FOCUS Wealth Advisors
Texas
$12.5M -$109K -1,531 -0.8%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$12.1M -$1.43M -20,050 -10%
SIA
264
Sovereign Investment Advisors
Arizona
$12.1M +$116K +1,628 +0.9%
FHC
265
First Heartland Consultants
Missouri
$12M +$2.49M +34,895 +25%
MAS
266
Meeder Advisory Services
Ohio
$12M +$585K +8,189 +5%
TSW
267
Thompson Siegel & Walmsley
Virginia
$12M +$3.65M +51,142 +42%
HW
268
Hamilton Wealth
California
$11.9M +$5.57M +78,005 +84%
JWA
269
JFS Wealth Advisors
Pennsylvania
$11.9M -$213K -2,981 -2%
NEWAS
270
N.E.W. Advisory Services
Wisconsin
$11.7M +$1.05M +14,710 +10%
GWP
271
Gateway Wealth Partners
Wisconsin
$11.7M +$33.5K +469 +0.3%
AI
272
Atria Investments
North Carolina
$11.6M +$1.36M +19,028 +13%
DB
273
Dravo Bay
Delaware
$11.5M +$511K +7,164 +5%
CIM
274
Cambria Investment Management
California
$11.4M -$251K -3,522 -2%
GGS
275
Galvin Gaustad & Stein
Arizona
$11.4M +$1.75M +24,528 +18%

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.