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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
PFT
401
Providence First Trust
Arizona
$5M +$221K +3,023 +5%
VRM
402
Vectors Research Management
New York
$4.97M -$645K -8,805 -11%
CFGS
403
Concourse Financial Group Securities
Alabama
$4.95M +$166K +2,263 +3%
SP
404
Sarasin & Partners
United Kingdom
$4.91M -$965K -13,178 -16%
VAF
405
Values Added Financial
District of Columbia
$4.9M +$4.94M +67,432 New
GBT
406
Grove Bank & Trust
Florida
$4.79M +$84.4K +1,152 +2%
MAM
407
MMA Asset Management
Pennsylvania
$4.78M +$4.49M +61,315 +1,389%
PAS
408
Park Avenue Securities
New York
$4.74M +$474K +6,477 +11%
CCM
409
Crabel Capital Management
California
$4.68M -$373K -5,098 -7%
CFP
410
Curran Financial Partners
South Carolina
$4.68M -$2.01M -27,483 -30%
RFC
411
Regions Financial Corp
Alabama
$4.67M +$710K +9,696 +18%
PG
412
Proffitt & Goodson
Tennessee
$4.66M +$129K +1,762 +3%
FM
413
Foster & Motley
Ohio
$4.63M -$177K -2,411 -4%
SGCA
414
Steel Grove Capital Advisors
Tennessee
$4.6M -$842K -11,491 -15%
MWM
415
Modera Wealth Management
New Jersey
$4.56M +$2.62M +35,738 +132%
FPCG
416
Forum Private Client Group
Indiana
$4.55M -$174K -2,379 -4%
MIA
417
MainStreet Investment Advisors
Illinois
$4.47M -$1.05M -14,352 -19%
HPWM
418
High Pines Wealth Management
Massachusetts
$4.47M +$36.2K +494 +0.8%
IAN
419
Integrated Advisors Network
Texas
$4.44M +$1.03M +14,017 +30%
DK
420
David Kennon
Florida
$4.44M -$492K -6,717 -10%
NRI
421
NFP Retirement Inc
California
$4.34M +$1.02M +13,862 +30%
SI
422
Stephens Inc
Arkansas
$4.33M +$60.1K +821 +1%
RW
423
REDW Wealth
New Mexico
$4.31M +$434K +5,920 +11%
CCA
424
Cobblestone Capital Advisors
New York
$4.2M +$345K +4,708 +9%
RC
425
Roundview Capital
New Jersey
$4.19M -$2.62M -35,730 -38%

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.