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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
SFC
301
Strategic Financial Concepts
Texas
$8.06M +$7.99M +109,207 New
GGS
302
Galvin Gaustad & Stein
Arizona
$8.03M +$3.62M +49,504 +84%
FHC
303
First Heartland Consultants
Missouri
$7.88M +$1.02M +13,946 +15%
SHWM
304
Smith & Howard Wealth Management
Georgia
$7.85M +$862K +11,776 +12%
Brown Advisory
305
Brown Advisory
Maryland
$7.79M -$357K -4,885 -4%
BCWM
306
Bartlett & Co Wealth Management
Ohio
$7.79M -$577K -7,883 -7%
BC
307
Bartlett & Co
Ohio
$7.79M -$577K -7,883 -7%
GVAG
308
Great Valley Advisor Group
Delaware
$7.64M -$329K -4,495 -4%
DAS
309
Dynamic Advisor Solutions
Arizona
$7.6M -$195K -2,671 -3%
DC
310
Darrow Company
Massachusetts
$7.58M +$568K +7,762 +8%
TSW
311
Thompson Siegel & Walmsley
Virginia
$7.55M +$5.23M +71,426 +232%
NA
312
NewEdge Advisors
Louisiana
$7.52M -$100K -1,371 -1%
DPI
313
Diversified Portfolios Inc
Michigan
$7.43M +$389K +5,320 +6%
SW
314
SVB Wealth
Massachusetts
$7.42M -$1.26M -17,181 -15%
Fidelity International
315
Fidelity International
Bermuda
$7.41M +$711K +9,712 +11%
MECA
316
Miller Equity Capital Advisors
Texas
$7.41M +$3.29M +45,017 +81%
WSTAM
317
Wilbanks Smith & Thomas Asset Management
Virginia
$7.3M -$552K -7,546 -7%
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$7.24M -$298K -4,079 -4%
FW
319
FirstPurpose Wealth
Utah
$6.96M +$159K +2,179 +2%
AC
320
Applied Capital
Arkansas
$6.96M -$535K -7,310 -7%
MWM
321
Merriman Wealth Management
Washington
$6.9M +$6.84M +93,424 New
Thrivent Financial for Lutherans
322
Thrivent Financial for Lutherans
Minnesota
$6.89M -$1.02M -13,907 -13%
RC
323
Roundview Capital
New Jersey
$6.89M -$292K -3,984 -4%
KIM
324
Karpus Investment Management
New York
$6.85M -$1.27M -17,415 -16%
Mirae Asset Global Investments
325
Mirae Asset Global Investments
South Korea
$6.83M -$6.26M -85,560 -48%

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.