We are live on ! Find out more
BND icon

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
FFN
451
Focus Financial Network
Minnesota
$3.68M -$135K -1,848 -4%
FHA
452
Flagship Harbor Advisors
Massachusetts
$3.68M -$2.17M -29,558 -37%
CA
453
Cambridge Associates
Massachusetts
$3.68M +$3.71M +50,602 New
HI
454
Horizon Investments
North Carolina
$3.64M +$407K +5,561 +12%
JCM
455
Janney Capital Management
Pennsylvania
$3.64M -$236K -3,218 -6%
SIA
456
Soltis Investment Advisors
Utah
$3.63M +$73.3K +1,000 +2%
GA
457
Greenspring Advisors
Maryland
$3.62M -$6.19M -84,487 -63%
PTC
458
Private Trust Company
Ohio
$3.6M +$536K +7,311 +17%
MGIA
459
Moneta Group Investment Advisors
Missouri
$3.54M +$28.6K +391 +0.8%
LNWWM
460
Laird Norton Wetherby Wealth Management
California
$3.53M +$366 +5 +0%
Koshinski Asset Management
461
Koshinski Asset Management
Illinois
$3.5M -$260K -3,547 -7%
JWCA
462
J.W. Cole Advisors
Florida
$3.47M +$242K +3,302 +7%
BF
463
Brooklyn FI
New York
$3.45M +$2.41M +32,855 +226%
UCFA
464
United Capital Financial Advisors
Texas
$3.44M -$1.84M -25,146 -35%
William Blair & Company
465
William Blair & Company
Illinois
$3.42M -$314K -4,288 -8%
IAA
466
Independent Advisor Alliance
North Carolina
$3.41M +$1.15M +15,719 +50%
GAM
467
Gould Asset Management
California
$3.4M +$150K +2,042 +5%
PFO
468
Pathstone Family Office
New Jersey
$3.4M +$150K +2,053 +5%
SFS
469
Sowell Financial Services
Arkansas
$3.38M -$1.71M -23,378 -33%
MFG
470
Merit Financial Group
Georgia
$3.38M +$1.41M +19,246 +70%
EWG
471
Executive Wealth Group
Washington
$3.37M +$4.25K +58 +0.1%
VA
472
Valmark Advisers
Ohio
$3.34M +$375K +5,118 +13%
ASN
473
Advisory Services Network
Georgia
$3.3M -$177K -2,423 -5%
SF
474
Summit Financial
New Jersey
$3.3M +$1.01M +13,755 +43%
GPI
475
General Partner Inc
Pennsylvania
$3.3M

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.