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Vanguard Total Bond Market

1,259 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 527 increasing their positions, 475 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $9.43M | Put options by funds: $3.72M

48% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 475

2.26% more ownership

Funds ownership: 60.08%62.34% (+2.3%)

1% more funds holding

Funds holding: 1,2461,259 (+13)

0% less capital invested

Capital invested by funds: $54B → $54B (-$19M)

5% less funds holding in top 10

Funds holding in top 10: 208197 (-11)

Holders
1,259
Holders Change
+13
Holders Change %
+1.04%
% of All Funds
20.06%
Holding in Top 10
197
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.29%
% of All Funds
3.14%
New
133
Increased
527
Reduced
475
Closed
90
Calls
$9.43M
Puts
$3.72M
Net Calls
+$5.71M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
501
Fagan Associates
New York
$2.6M -$10.6K -145 -0.4%
SSW
502
Stone Summit Wealth
Florida
$2.6M +$535K +7,311 +26%
CANC
503
Culbertson A N & Co
Virginia
$2.59M -$304K -4,158 -11%
WFA
504
WMG Financial Advisors
Tennessee
$2.58M -$5.42K -74 -0.2%
BCM
505
Barden Capital Management
Texas
$2.57M +$18.7K +256 +0.7%
RFP
506
Root Financial Partners
California
$2.56M +$2.54M +34,733 New
ACIM
507
Azimuth Capital Investment Management
Michigan
$2.56M +$14.6K +200 +0.6%
GWM
508
GoalFusion Wealth Management
Texas
$2.55M +$381K +5,208 +18%
MMPW
509
Mitchell McLeod Pugh & Williams
Alabama
$2.54M +$2.52M +34,405 New
DE
510
Day & Ennis
Georgia
$2.53M +$195K +2,664 +8%
SWP
511
Summit Wealth Partners
Florida
$2.52M +$5.05K +69 +0.2%
GC
512
Grimes & Company
Massachusetts
$2.52M -$291K -3,976 -10%
FA
513
FC Advisory
Pennsylvania
$2.51M -$61.9K -846 -2%
EK
514
Evensky & Katz
Florida
$2.51M -$109K -1,496 -4%
CSB
515
City State Bank
Iowa
$2.48M +$592K +8,090 +32%
BST
516
Bath Savings Trust
Maine
$2.48M -$165K -2,253 -6%
RCAG
517
Rehmann Capital Advisory Group
Michigan
$2.47M +$1.92M +26,192 +360%
CPA
518
Cardiff Park Advisors
California
$2.46M +$7.24K +99 +0.3%
ATC
519
Argent Trust Co
Tennessee
$2.46M +$1.33M +18,130 +119%
AFS
520
Annapolis Financial Services
Maryland
$2.43M -$600K -8,198 -20%
SPP
521
Single Point Partners
Massachusetts
$2.42M +$178K +2,431 +8%
ACA
522
Aptus Capital Advisors
Alabama
$2.42M +$741K +10,120 +45%
NFP
523
Narus Financial Partners
Utah
$2.42M +$639K +8,737 +36%
HBT
524
Heartland Bank & Trust
Illinois
$2.41M +$2.38M +32,583 New
WP
525
WealthSource Partners
California
$2.38M -$1.06M -14,487 -31%

BND Hedge Fund Activity: Q1 2023 in Review

1,259 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2023, worth a combined $54B — down 0.04% from $54B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new BND positions and 90 closed out — a net gain of 43 holders — while 527 added to existing stakes and 475 trimmed.

The largest buyer was Summit Wealth Group, opening a new position worth an estimated $2.27B. The largest seller was Jane Street, cutting an estimated $260M.

  • 1,259 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2023, up from 1,246 in Q4 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q1 2023, down 0.04% quarter-over-quarter.
  • 133 funds opened new Vanguard Total Bond Market positions in Q1 2023 and 90 closed out, a net change of +43 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2023 was Summit Wealth Group, an estimated $2.27B added.
  • The largest Vanguard Total Bond Market seller in Q1 2023 was Jane Street, an estimated $260M sold.

Based on aggregated 13F filings for Q1 2023.