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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
SS
351
Simplicity Solutions
Minnesota
$5.93M +$5.87M +80,274 New
Fisher Asset Management
352
Fisher Asset Management
Washington
$5.92M +$171K +2,339 +3%
FHA
353
Flagship Harbor Advisors
Massachusetts
$5.92M +$78.7K +1,075 +1%
HAS
354
HBW Advisory Services
California
$5.91M -$4.83K -66 -0.1%
PWMAG
355
Pinnacle Wealth Management Advisory Group
New Jersey
$5.89M +$2.12M +29,027 +57%
RWIA
356
Roger Wittlin Investment Advisory
California
$5.88M +$1.48M +20,193 +34%
OCG
357
Opus Capital Group
Ohio
$5.86M -$2.09M -28,518 -26%
NL
358
NVWM LLC
Pennsylvania
$5.81M -$3.29M -44,995 -36%
CFP
359
Catalyst Financial Partners
Massachusetts
$5.8M +$549K +7,508 +11%
LHEI
360
Leo H. Evart Inc
California
$5.73M +$54.2K +741 +1%
ZC
361
Zeit Capital
Colorado
$5.72M +$1.5M +20,550 +36%
VRM
362
Vectors Research Management
New York
$5.7M -$156K -2,134 -3%
BNP Paribas Financial Markets
363
BNP Paribas Financial Markets
France
$5.67M +$210K +2,874 +4%
MIA
364
MainStreet Investment Advisors
Illinois
$5.6M -$1.22M -16,701 -18%
CWA
365
Clarus Wealth Advisors
Arizona
$5.53M +$184K +2,513 +3%
SGCA
366
Steel Grove Capital Advisors
Tennessee
$5.52M -$518K -7,076 -9%
GLA
367
Good Life Advisors
Pennsylvania
$5.52M +$1.32M +17,986 +32%
HTC
368
Haverford Trust Company
Pennsylvania
$5.5M -$1.52M -20,743 -22%
FCIM
369
Fairview Capital Investment Management
California
$5.46M +$164K +2,245 +3%
BFG
370
Bleakley Financial Group
New Jersey
$5.4M -$696K -9,515 -12%
MSWMA
371
Market Street Wealth Management Advisors
Indiana
$5.35M -$277K -3,781 -5%
UCFA
372
United Capital Financial Advisors
Texas
$5.35M -$29M -396,818 -85%
JAG
373
Journey Advisory Group
Kentucky
$5.31M +$1.24M +16,948 +31%
CWM
374
Cahill Wealth Management
Michigan
$5.26M +$62.6K +856 +1%
SC
375
Stephens Consulting
Michigan
$5.2M +$620K +8,467 +14%

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.