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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
FW
326
FirstPurpose Wealth
Utah
$7.38M +$531K +7,253 +8%
WSTAM
327
Wilbanks Smith & Thomas Asset Management
Virginia
$7.37M +$192K +2,615 +3%
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$7.36M +$221K +3,020 +3%
GWM
329
Geneos Wealth Management
Colorado
$7.32M +$6.19M +84,497 +522%
NA
330
NewEdge Advisors
Louisiana
$7.3M -$99.5K -1,358 -1%
SAG
331
SageView Advisory Group
California
$7.3M -$3.63M -49,514 -33%
SIA
332
Strategic Investment Advisors
Michigan
$7.27M +$3.75M +51,201 +105%
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$7.18M +$384K +5,245 +6%
CWM
334
Connecticut Wealth Management
Connecticut
$7.15M +$893K +12,196 +14%
NSIM
335
North Star Investment Management
Illinois
$7.15M +$679K +9,266 +10%
DPI
336
Diversified Portfolios Inc
Michigan
$7.14M -$173K -2,361 -2%
1832 Asset Management
337
1832 Asset Management
Ontario, Canada
$6.95M +$449K +6,126 +7%
AC
338
Applied Capital
Arkansas
$6.92M +$66.4K +906 +1%
LNWTC
339
Laird Norton Wetherby Trust Company
Washington
$6.87M +$355K +4,849 +5%
SW
340
SVB Wealth
Massachusetts
$6.79M -$514K -7,012 -7%
ME
341
McIlrath & Eck
Washington
$6.79M +$95.1K +1,298 +1%
JPG
342
Jordan Park Group
California
$6.73M +$6.78M +92,592 New
PWA
343
Pillar Wealth Advisors
Pennsylvania
$6.72M +$6.54M +89,228 +2,787%
HAS
344
HBW Advisory Services
California
$6.72M +$907K +12,389 +15%
HW
345
Hamilton Wealth
California
$6.71M +$6.07M +82,904 +877%
HWM
346
Horizons Wealth Management
North Carolina
$6.66M -$47.3K -646 -0.7%
DBT
347
Dubuque Bank & Trust
Iowa
$6.65M -$20.6K -281 -0.3%
SRC
348
Sage Rhino Capital
California
$6.63M +$724K +9,885 +12%
MWM
349
Merriman Wealth Management
Washington
$6.59M -$200K -2,725 -3%
CIS
350
Continental Investors Services
Washington
$6.59M +$3.22M +43,923 +94%

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.