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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
SWM
451
Sanctuary Wealth Management
Idaho
$3.08M -$241K -3,365 -7%
CPIG
452
Chicago Partners Investment Group
Illinois
$3.08M +$190K +2,657 +7%
PWP
453
Perfromance Wealth Partners
Illinois
$3.06M -$63.3K -884 -2%
Cerity Partners
454
Cerity Partners
New York
$3.06M +$2.48M +34,684 +461%
PFS
455
Prospera Financial Services
Texas
$3.04M +$19.2K +268 +0.6%
SS
456
Sound Stewardship
Kansas
$3.03M +$3.02M +42,127 New
HCM
457
Howard Capital Management
Georgia
$3.02M -$371K -5,184 -11%
GAM
458
Gould Asset Management
California
$3.02M -$527K -7,355 -15%
VWM
459
Vigilare Wealth Management
Arizona
$3M +$2.76M +38,567 +1,224%
TWM
460
Tanager Wealth Management
United Kingdom
$2.98M +$2.72M +37,918 +1,055%
BAM
461
Belpointe Asset Management
Nevada
$2.97M +$2.06M +28,788 +229%
MCA
462
Magnolia Capital Advisors
Mississippi
$2.96M +$2.68M +37,403 +988%
AFS
463
Annapolis Financial Services
Maryland
$2.95M -$382K -5,328 -11%
NI
464
NYL Investors
New York
$2.94M -$115K -1,600 -4%
PTC
465
Private Trust Company
Ohio
$2.94M -$520K -7,253 -15%
VA
466
Valmark Advisers
Ohio
$2.93M +$232K +3,236 +9%
AFGAS
467
Allegiance Financial Group Advisory Services
Virginia
$2.91M +$2.9M +40,483 New
RCA
468
Reitz Capital Advisors
Michigan
$2.9M -$3.2M -44,729 -53%
GP
469
Girard Partners
Pennsylvania
$2.9M +$2.62M +36,532 +945%
FPFS
470
First Personal Financial Services
North Carolina
$2.89M -$82K -1,145 -3%
MG
471
Mather Group
Illinois
$2.89M -$7.03M -98,159 -71%
SFA
472
Sequoia Financial Advisors
Ohio
$2.87M +$810K +11,307 +40%
HWM
473
HB Wealth Management
Georgia
$2.86M +$95.9K +1,339 +3%
CANC
474
Culbertson A N & Co
Virginia
$2.82M -$28.2K -394 -1%
CMBA
475
C.M. Bidwell & Associates
Hawaii
$2.79M +$127K +1,779 +5%

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.