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Vanguard Total Bond Market

1,276 hedge funds and large institutions have $57B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 606 increasing their positions, 428 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 428

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

6% more funds holding in top 10

Funds holding in top 10: 196207 (+11)

0% more funds holding

Funds holding: 1,2741,276 (+2)

0% more capital invested

Capital invested by funds: $56.9B → $57B (+$52.1M)

0.27% less ownership

Funds ownership: 60.47%60.2% (-0.27%)

Holders
1,276
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
207
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.61%
% of All Funds
3.29%
New
118
Increased
606
Reduced
428
Closed
99
Calls
$4.79M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
376
Reitz Capital Advisors
Michigan
$5.62M -$607K -8,506 -10%
RG
377
Rathbones Group
United Kingdom
$5.61M +$143K +2,005 +3%
CISOA
378
Capital Investment Services of America
Wisconsin
$5.61M -$151K -2,121 -3%
SWM
379
SigFig Wealth Management
California
$5.6M +$84.6K +1,185 +1%
WTB
380
Washington Trust Bank
Washington
$5.55M +$1.95M +27,384 +52%
RWIA
381
Roger Wittlin Investment Advisory
California
$5.48M -$125K -1,752 -2%
SW
382
SlateStone Wealth
Florida
$5.47M -$78K -1,092 -1%
LHEI
383
Leo H. Evart Inc
California
$5.47M -$28.2K -395 -0.5%
ZC
384
Zeit Capital
Colorado
$5.46M +$54.4K +762 +1%
PFT
385
Providence First Trust
Arizona
$5.46M +$668K +9,364 +14%
Fisher Asset Management
386
Fisher Asset Management
Washington
$5.42M -$293K -4,104 -5%
BAM
387
BTS Asset Management
Massachusetts
$5.37M -$4.18M -58,524 -43%
CCFM
388
Clear Creek Financial Management
Washington
$5.35M +$190K +2,662 +4%
SMI
389
Shelter Mutual Insurance
Missouri
$5.34M
CFP
390
Catalyst Financial Partners
Massachusetts
$5.33M -$115K -1,607 -2%
SIA
391
Soltis Investment Advisors
Utah
$5.32M +$1.89M +26,410 +53%
Legacy Financial Group (Iowa)
392
Legacy Financial Group (Iowa)
Iowa
$5.28M +$5.4M +75,679 New
CAM
393
Cresset Asset Management
Illinois
$5.28M -$524K -7,347 -9%
GVAG
394
Great Valley Advisor Group
Delaware
$5.26M -$1.04M -14,611 -16%
HTC
395
Haverford Trust Company
Pennsylvania
$5.26M +$137K +1,926 +3%
MA
396
Mutual Advisors
Nebraska
$5.26M -$512K -7,165 -9%
DPI
397
Diversified Portfolios Inc
Michigan
$5.25M -$1.64M -22,957 -23%
RFC
398
Regions Financial Corp
Alabama
$5.25M +$783K +10,968 +17%
UB
399
UMB Bank
Missouri
$5.24M -$9.81M -137,346 -65%
PAG
400
Powers Advisory Group
Illinois
$5.23M +$381K +5,336 +8%

BND Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2023, worth a combined $57B — up 0.09% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BND positions and 99 closed out — a net gain of 19 holders — while 606 added to existing stakes and 428 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.42B. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $779M.

  • 1,276 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2023, up from 1,274 in Q2 2023.
  • Funds reported $57B of Vanguard Total Bond Market stock for Q3 2023, up 0.09% quarter-over-quarter.
  • 118 funds opened new Vanguard Total Bond Market positions in Q3 2023 and 99 closed out, a net change of +19 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $1.42B added.
  • The largest Vanguard Total Bond Market seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $779M sold.

Based on aggregated 13F filings for Q3 2023.