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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
PWP
501
Perfromance Wealth Partners
Illinois
$2.79M +$84.4K +1,152 +3%
Bank of Nova Scotia
502
Bank of Nova Scotia
Ontario, Canada
$2.77M
FPFS
503
First Personal Financial Services
North Carolina
$2.77M -$34K -464 -1%
PB
504
Pinnacle Bancorp
Nebraska
$2.76M +$164K +2,239 +6%
SFA
505
Source Financial Advisors
New York
$2.76M +$689K +9,401 +33%
CCM
506
Crew Capital Management
Ohio
$2.76M +$2.78M +37,970 New
TWM
507
Tanager Wealth Management
United Kingdom
$2.75M -$953K -13,016 -26%
WAM
508
Worth Asset Management
Texas
$2.74M -$1.18M -16,132 -30%
PP
509
Prosperity Planning
Missouri
$2.74M
GM
510
GeoWealth Management
Illinois
$2.71M +$700K +9,551 +34%
HCM
511
Howard Capital Management
Georgia
$2.69M -$112K -1,534 -4%
BOSSRA
512
B.O.S.S. Retirement Advisors
Utah
$2.68M +$676K +9,230 +33%
KFGK
513
Keystone Financial Group (Kentucky)
Kentucky
$2.67M +$2.69M +36,766 New
CSPIA
514
Cary Street Partners Investment Advisory
Virginia
$2.66M +$1.37M +18,645 +104%
AFGAS
515
Allegiance Financial Group Advisory Services
Virginia
$2.65M -$731K -9,979 -22%
LFP
516
Leeward Financial Partners
Washington
$2.64M -$858K -11,714 -24%
SSW
517
Stone Summit Wealth
Florida
$2.64M +$82.6K +1,128 +3%
LCM
518
Liberty Capital Management
Michigan
$2.64M +$610K +8,332 +30%
CF
519
Cantor Fitzgerald
New York
$2.62M +$4.47K +61 +0.2%
WWM
520
Western Wealth Management
Colorado
$2.62M -$113K -1,541 -4%
GWM
521
GoalFusion Wealth Management
Texas
$2.6M +$96.6K +1,319 +4%
SF
522
Symphony Financial
Texas
$2.56M +$2.61M +35,591 New
FA
523
Fagan Associates
New York
$2.53M -$29.4K -402 -1%
WFA
524
WMG Financial Advisors
Tennessee
$2.51M -$29.5K -403 -1%
GLR
525
Great Lakes Retirement
Ohio
$2.5M -$137K -1,868 -5%

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.