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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
FCIM
376
Fairview Capital Investment Management
California
$5.76M +$388K +5,300 +7%
SS
377
Simplicity Solutions
Minnesota
$5.73M -$105K -1,439 -2%
BFG
378
Bleakley Financial Group
New Jersey
$5.73M +$413K +5,634 +8%
LHEI
379
Leo H. Evart Inc
California
$5.72M +$83.7K +1,143 +1%
RG
380
Rathbones Group
United Kingdom
$5.7M -$389K -5,308 -6%
CFP
381
Catalyst Financial Partners
Massachusetts
$5.67M -$36K -492 -0.6%
ZC
382
Zeit Capital
Colorado
$5.63M +$1.32K +18 +0%
SMI
383
Shelter Mutual Insurance
Missouri
$5.57M +$5.61M +76,583 New
QFA
384
Quattro Financial Advisors
Texas
$5.43M +$2.59M +35,389 +90%
CCFM
385
Clear Creek Financial Management
Washington
$5.37M +$555K +7,576 +11%
CWM
386
Cahill Wealth Management
Michigan
$5.37M +$187K +2,554 +4%
HTC
387
Haverford Trust Company
Pennsylvania
$5.34M -$80.2K -1,095 -1%
National Bank of Canada
388
National Bank of Canada
Quebec, Canada
$5.33M +$4.33M +59,102 +390%
Franklin Resources
389
Franklin Resources
California
$5.33M +$2.17M +29,666 +68%
MSFS
390
Main Street Financial Solutions
Pennsylvania
$5.22M +$2.32M +31,688 +79%
MSWMA
391
Market Street Wealth Management Advisors
Indiana
$5.18M -$85.4K -1,166 -2%
Millennium Management
392
Millennium Management
New York
$5.17M +$3.27M +44,607 +168%
WCM
393
Wunderlich Capital Managemnt
Tennessee
$5.13M +$118K +1,610 +2%
CC
394
Courier Capital
New York
$5.08M +$4.43M +60,513 +646%
AIA
395
Arbor Investment Advisors
North Carolina
$5.07M +$107K +1,459 +2%
PAG
396
Powers Advisory Group
Illinois
$5.07M +$437K +5,962 +9%
TFA
397
Triad Financial Advisors
North Carolina
$5.06M +$195K +2,663 +4%
Balyasny Asset Management
398
Balyasny Asset Management
Illinois
$5.05M +$2.22M +30,272 +77%
FA
399
Fortis Advisors
Pennsylvania
$5.04M +$64.4K +879 +1%
SXL
400
Summit X LLC
Missouri
$5.01M -$59.3K -810 -1%

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.