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Vanguard Total Bond Market

1,147 hedge funds and large institutions have $46.6B invested in Vanguard Total Bond Market in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 470 increasing their positions, 476 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $6.98M | Put options by funds: $5.32M

1.39% more ownership

Funds ownership: 58.44%59.83% (+1.4%)

1% less capital invested

Capital invested by funds: $47.2B → $46.6B (-$590M)

1% less repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 476

2% less funds holding in top 10

Funds holding in top 10: 189185 (-4)

3% less funds holding

Funds holding: 1,1881,147 (-41)

25% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 102

Holders
1,147
Holders Change
-41
Holders Change %
-3.45%
% of All Funds
19.76%
Holding in Top 10
185
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.12%
% of All Funds
3.19%
New
76
Increased
470
Reduced
476
Closed
102
Calls
$6.98M
Puts
$5.32M
Net Calls
+$1.66M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
26
Global Endowment Management
North Carolina
$223M +$25.1M +335,300 +12%
AssetMark Inc
27
AssetMark Inc
California
$222M -$18.9M -251,982 -7%
FWI
28
Facet Wealth Inc
Maryland
$191M +$30.4M +406,413 +17%
RIG
29
RiverFront Investment Group
Virginia
$166M +$3.05M +40,797 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$161M -$42.8M -572,347 -20%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$161M +$10.7M +142,383 +7%
RWP
32
RWA Wealth Partners
Massachusetts
$160M +$727K +9,718 +0.4%
G
33
GenTrust
Florida
$150M +$121M +1,614,969 +336%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$140M -$8.85M -118,261 -6%
RJA
35
Raymond James & Associates
Florida
$136M +$14.8M +197,254 +12%
RA
36
Rational Advisors
New York
$129M -$7.55M -100,897 -5%
PFA
37
Pure Financial Advisors
California
$121M +$19M +253,410 +18%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$117M -$5.34M -71,403 -4%
Goldman Sachs
39
Goldman Sachs
New York
$117M -$292M -3,901,156 -70%
Prudential Financial
40
Prudential Financial
New Jersey
$117M -$21.2M -283,911 -15%
DDSF
41
Diana Davis Spencer Foundation
Maryland
$115M
Betterment LLC
42
Betterment LLC
New York
$114M
Charles Schwab
43
Charles Schwab
California
$111M -$2.33M -31,158 -2%
M&T Bank
44
M&T Bank
New York
$111M +$15.2M +203,393 +15%
APCM
45
Alaska Permanent Capital Management
Alaska
$110M +$3.21M +42,944 +3%
FG
46
Foster Group
Iowa
$110M +$2.49M +33,317 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$110M -$6.89M -92,025 -6%
MC
48
McMorgan & Co
California
$108M +$1.45M +19,353 +1%
AIM
49
Acropolis Investment Management
Missouri
$106M +$3.6M +48,081 +3%
SMDAM
50
Sumitomo Mitsui DS Asset Management
Japan
$104M +$25.5M +341,141 +31%

BND Hedge Fund Activity: Q3 2022 in Review

1,147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2022, worth a combined $46.6B — down 1.2% from $47.2B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of BND and 76 opened new positions — a net loss of 26 holders — while 476 trimmed existing stakes and 470 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.96B. The largest seller was Goldman Sachs, cutting an estimated $292M.

  • 1,147 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2022, down from 1,188 in Q2 2022.
  • Funds reported $46.6B of Vanguard Total Bond Market stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 76 funds opened new Vanguard Total Bond Market positions in Q3 2022 and 102 closed out, a net change of -26 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2022 was JP Morgan Chase, an estimated $1.96B added.
  • The largest Vanguard Total Bond Market seller in Q3 2022 was Goldman Sachs, an estimated $292M sold.

Based on aggregated 13F filings for Q3 2022.