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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
EPP
351
ETF Portfolio Partners
Kansas
$6.58M +$618K +8,435 +10%
GVAG
352
Great Valley Advisor Group
Delaware
$6.55M -$987K -13,481 -13%
RCA
353
Reitz Capital Advisors
Michigan
$6.5M +$2M +27,354 +44%
TF
354
Tompkins Financial
New York
$6.47M -$59.1K -807 -0.9%
ABC
355
Associated Banc-Corp
Wisconsin
$6.44M +$544K +7,430 +9%
BWA
356
BDO Wealth Advisors
Florida
$6.42M -$302K -4,128 -4%
FPAS
357
Focus Partners Advisor Solutions
Missouri
$6.38M +$2.08M +28,370 +48%
ATI
358
Act Two Investors
California
$6.29M +$2.09M +28,577 +49%
THWM
359
Taylor Hoffman Wealth Management
Virginia
$6.28M -$367K -5,017 -5%
CB
360
Cadence Bank
Mississippi
$6.17M -$43.8K -598 -0.7%
ATC
361
Argent Trust Co
Tennessee
$6.12M +$3.72M +50,782 +152%
EC
362
Estate Counselors
Wisconsin
$6.1M +$5.49M +74,980 +836%
CAM
363
Cresset Asset Management
Illinois
$6.03M -$18M -245,309 -75%
MA
364
Mutual Advisors
Nebraska
$6M -$436K -5,948 -7%
CISOA
365
Capital Investment Services of America
Wisconsin
$6M -$364K -4,965 -6%
Fisher Asset Management
366
Fisher Asset Management
Washington
$5.95M +$120K +1,635 +2%
BNP Paribas Financial Markets
367
BNP Paribas Financial Markets
France
$5.94M +$360K +4,918 +6%
PA
368
PFW Advisors
Georgia
$5.93M +$6.1M +83,251 New
SFC
369
Strategic Financial Concepts
Texas
$5.92M -$2.03M -27,698 -25%
GLA
370
Good Life Advisors
Pennsylvania
$5.9M +$477K +6,510 +9%
FTA
371
Financial & Tax Architects
Missouri
$5.88M +$5.93M +80,919 New
CWA
372
Clarus Wealth Advisors
Arizona
$5.87M +$567K +7,742 +10%
RWIA
373
Roger Wittlin Investment Advisory
California
$5.84M +$48.6K +663 +0.8%
SWM
374
SigFig Wealth Management
California
$5.82M -$232K -3,162 -4%
SW
375
SlateStone Wealth
Florida
$5.78M +$1.66M +22,637 +40%

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.