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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
OWM
26
Orgel Wealth Management
Wisconsin
$260M +$31.4M +438,587 +14%
GEM
27
Global Endowment Management
North Carolina
$231M +$6.92M +96,600 +3%
FWI
28
Facet Wealth Inc
Maryland
$225M +$24.6M +343,399 +12%
Truist Financial
29
Truist Financial
North Carolina
$185M -$41.4M -577,911 -18%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$185M +$43.6M +608,615 +31%
AssetMark Inc
31
AssetMark Inc
California
$175M -$48.2M -672,835 -22%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$163M +$127M +1,778,888 +362%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$163M +$1.3M +18,198 +0.8%
G
34
GenTrust
Florida
$155M +$3.94M +54,977 +3%
Prudential Financial
35
Prudential Financial
New Jersey
$153M +$35.9M +501,395 +31%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$151M -$10.2M -141,831 -6%
PFA
37
Pure Financial Advisors
California
$147M +$24.9M +347,449 +20%
M&T Bank
38
M&T Bank
New York
$134M +$22.6M +314,978 +20%
RJA
39
Raymond James & Associates
Florida
$126M -$10.7M -148,920 -8%
RA
40
Rational Advisors
New York
$120M -$9.03M -126,003 -7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$119M +$1.11M +15,505 +0.9%
AIM
42
Acropolis Investment Management
Missouri
$118M +$11.2M +155,937 +10%
HighTower Advisors
43
HighTower Advisors
Illinois
$117M +$6.76M +94,364 +6%
DDSF
44
Diana Davis Spencer Foundation
Maryland
$116M
FG
45
Foster Group
Iowa
$113M +$2.15M +29,988 +2%
MC
46
McMorgan & Co
California
$112M +$3.62M +50,598 +3%
APCM
47
Alaska Permanent Capital Management
Alaska
$112M +$514K +7,178 +0.5%
CAN
48
Cetera Advisor Networks
California
$110M +$97.1M +1,355,523 +750%
RA
49
RFG Advisory
Alabama
$107M +$33.6M +469,599 +48%
Betterment LLC
50
Betterment LLC
New York
$105M -$4.23M -59,122 -4%

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.