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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
LFA
301
Landmark Financial Advisors
Kentucky
$9.03M +$207K +2,831 +2%
CWM
302
Certus Wealth Management
California
$8.97M +$9.04M +123,415 New
SWM
303
Spire Wealth Management
Virginia
$8.78M -$1.02M -13,868 -10%
TSW
304
Thompson Siegel & Walmsley
Virginia
$8.78M +$1.36M +18,530 +18%
PP
305
PDS Planning
Ohio
$8.77M -$80.4K -1,098 -0.9%
PA
306
PFG Advisors
Arizona
$8.71M +$296K +4,042 +3%
WS
307
Wela Strategies
Georgia
$8.71M +$200K +2,731 +2%
CI
308
Conning Inc
Connecticut
$8.69M
MECA
309
Miller Equity Capital Advisors
Texas
$8.52M +$1.24M +16,865 +17%
NEI
310
Northwest & Ethical Investments
Ontario, Canada
$8.47M +$2.49M +34,000 +41%
DC
311
Darrow Company
Massachusetts
$8.31M +$849K +11,588 +11%
LFAS
312
Level Four Advisory Services
Texas
$8.28M -$1.41M -19,269 -14%
GLLW
313
Graves Light Lenhart Wealth
Virginia
$8.24M -$190K -2,590 -2%
SHWM
314
Smith & Howard Wealth Management
Georgia
$8.24M +$518K +7,076 +7%
KCPG
315
Kavar Capital Partners Group
Kansas
$8.19M -$79.7K -1,088 -1%
Mirae Asset Global Investments
316
Mirae Asset Global Investments
South Korea
$8.14M +$1.42M +19,386 +21%
DI
317
DFPG Investments
Utah
$7.95M -$6.26M -85,436 -44%
BFPW
318
BOK Financial Private Wealth
Colorado
$7.95M +$1.43M +19,571 +22%
BCWM
319
Bartlett & Co Wealth Management
Ohio
$7.94M +$276K +3,771 +4%
BC
320
Bartlett & Co
Ohio
$7.94M +$276K +3,771 +4%
AUIM
321
Aegon USA Investment Management
Iowa
$7.93M -$42.7K -583 -0.5%
Fidelity International
322
Fidelity International
Bermuda
$7.87M +$580K +7,914 +8%
Brown Advisory
323
Brown Advisory
Maryland
$7.8M +$127K +1,738 +2%
JAG
324
Journey Advisory Group
Kentucky
$7.64M +$2.43M +33,184 +46%
PWMAG
325
Pinnacle Wealth Management Advisory Group
New Jersey
$7.4M +$1.61M +21,948 +28%

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.