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Vanguard Total Bond Market

1,246 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 477 increasing their positions, 460 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 92

16% more capital invested

Capital invested by funds: $46.6B → $54B (+$7.39B)

15% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $5.19M

12% more funds holding in top 10

Funds holding in top 10: 185208 (+23)

9% more funds holding

Funds holding: 1,1471,246 (+99)

4% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 460

0.26% more ownership

Funds ownership: 59.83%60.08% (+0.26%)

Holders
1,246
Holders Change
+99
Holders Change %
+8.63%
% of All Funds
20.03%
Holding in Top 10
208
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.43%
% of All Funds
3.34%
New
218
Increased
477
Reduced
460
Closed
92
Calls
$5.99M
Puts
$5.19M
Net Calls
+$797K
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
426
Triad Financial Advisors
North Carolina
$3.61M +$3.6M +50,314 New
RW
427
REDW Wealth
New Mexico
$3.59M -$335K -4,679 -9%
PA
428
Parallel Advisors
California
$3.58M +$1.52M +21,159 +74%
ASN
429
Advisory Services Network
Georgia
$3.56M -$720K -10,057 -17%
ECA
430
Elevated Capital Advisors
Utah
$3.55M -$463K -6,463 -12%
AF
431
Apexium Financial
Texas
$3.54M +$523K +7,301 +17%
SIA
432
Strategic Investment Advisors
Michigan
$3.52M -$697K -9,736 -17%
SFP
433
Sweet Financial Partners
Minnesota
$3.51M +$3.5M +48,837 New
CCFM
434
Clear Creek Financial Management
Washington
$3.48M -$1.26M -17,623 -27%
CCM
435
Crabel Capital Management
California
$3.41M +$3.4M +47,524 New
Koshinski Asset Management
436
Koshinski Asset Management
Illinois
$3.38M +$48.4K +675 +1%
WP
437
WealthSource Partners
California
$3.35M +$3.01M +42,013 +900%
CIS
438
Continental Investors Services
Washington
$3.34M -$100K -1,400 -3%
PG
439
Patten Group
Tennessee
$3.32M +$1.32M +18,385 +66%
EWG
440
Executive Wealth Group
Washington
$3.32M +$4.66K +65 +0.1%
NWMG
441
National Wealth Management Group
Ohio
$3.32M -$2.01K -28 -0.1%
DAM
442
Delta Asset Management
Tennessee
$3.3M -$221K -3,081 -6%
WHCI
443
W.H. Cornerstone Investments
Massachusetts
$3.29M +$213K +2,973 +7%
BAM
444
BTS Asset Management
Massachusetts
$3.27M +$1.87M +26,170 +155%
FPW
445
Flagship Private Wealth
Massachusetts
$3.25M -$18.1K -252 -0.6%
MFWM
446
Motley Fool Wealth Management
Virginia
$3.2M +$954K +13,316 +43%
JWCA
447
J.W. Cole Advisors
Florida
$3.17M +$240K +3,354 +8%
William Blair & Company
448
William Blair & Company
Illinois
$3.14M -$837K -11,681 -21%
NSIM
449
North Star Investment Management
Illinois
$3.13M +$515K +7,184 +20%
NFG
450
Northeast Financial Group
Pennsylvania
$3.13M +$3.12M +43,519 New

BND Hedge Fund Activity: Q4 2022 in Review

1,246 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2022, worth a combined $54B — up 16% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new BND positions and 92 closed out — a net gain of 126 holders — while 477 added to existing stakes and 460 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.02B. The largest seller was RWA Wealth Partners, cutting an estimated $141M.

  • 1,246 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2022, up from 1,147 in Q3 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q4 2022, up 16% quarter-over-quarter.
  • 218 funds opened new Vanguard Total Bond Market positions in Q4 2022 and 92 closed out, a net change of +126 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2022 was Goldman Sachs, an estimated $1.02B added.
  • The largest Vanguard Total Bond Market seller in Q4 2022 was RWA Wealth Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2022.