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Vanguard Total Bond Market

1,276 hedge funds and large institutions have $57B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 606 increasing their positions, 428 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 428

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

6% more funds holding in top 10

Funds holding in top 10: 196207 (+11)

0% more funds holding

Funds holding: 1,2741,276 (+2)

0% more capital invested

Capital invested by funds: $56.9B → $57B (+$52.1M)

0.27% less ownership

Funds ownership: 60.47%60.2% (-0.27%)

Holders
1,276
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
207
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.61%
% of All Funds
3.29%
New
118
Increased
606
Reduced
428
Closed
99
Calls
$4.79M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$2.91M -$62.6M -876,304 -95%
CMBA
502
C.M. Bidwell & Associates
Hawaii
$2.9M -$48.3K -676 -2%
SWA
503
Sightline Wealth Advisors
Connecticut
$2.88M +$2.95M +41,312 New
PFG
504
PAX Financial Group
Texas
$2.87M +$1.34M +18,703 +84%
KFGK
505
Keystone Financial Group (Kentucky)
Kentucky
$2.82M +$261K +3,660 +10%
CB
506
Commerce Bank
Missouri
$2.8M -$10.9M -152,245 -79%
EIG
507
Ellenbecker Investment Group
Wisconsin
$2.75M -$144K -2,011 -5%
BG
508
Benedetti & Gucer
Georgia
$2.73M +$2.79M +39,120 New
CSPIA
509
Cary Street Partners Investment Advisory
Virginia
$2.71M +$161K +2,258 +6%
MPIA
510
Mountain Pacific Investment Advisers
Idaho
$2.7M +$1.5M +20,987 +119%
CCA
511
Cobblestone Capital Advisors
New York
$2.68M -$1.38M -19,292 -33%
DAM
512
Delta Asset Management
Tennessee
$2.67M -$155K -2,168 -5%
MWM
513
Meridian Wealth Management
Kentucky
$2.66M +$2.46M +34,468 +930%
Bank of Nova Scotia
514
Bank of Nova Scotia
Ontario, Canada
$2.66M
SF
515
Symphony Financial
Texas
$2.66M +$218K +3,054 +9%
AAS
516
Ameritas Advisory Services
Nebraska
$2.64M +$632K +8,851 +30%
PP
517
Prosperity Planning
Missouri
$2.63M
WP
518
WealthSource Partners
California
$2.61M +$377K +5,280 +16%
AFGAS
519
Allegiance Financial Group Advisory Services
Virginia
$2.61M +$74.9K +1,049 +3%
FA
520
Fermata Advisors
California
$2.61M +$442K +6,189 +20%
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$2.59M +$548K +7,681 +26%
SPP
522
Single Point Partners
Massachusetts
$2.59M +$2.65M +37,070 New
PB
523
Pinnacle Bancorp
Nebraska
$2.59M -$68.5K -959 -3%
HCM
524
Howard Capital Management
Georgia
$2.58M +$1.5K +21 +0.1%
SFA
525
Source Financial Advisors
New York
$2.58M -$70.5K -988 -3%

BND Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2023, worth a combined $57B — up 0.09% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BND positions and 99 closed out — a net gain of 19 holders — while 606 added to existing stakes and 428 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.42B. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $779M.

  • 1,276 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2023, up from 1,274 in Q2 2023.
  • Funds reported $57B of Vanguard Total Bond Market stock for Q3 2023, up 0.09% quarter-over-quarter.
  • 118 funds opened new Vanguard Total Bond Market positions in Q3 2023 and 99 closed out, a net change of +19 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $1.42B added.
  • The largest Vanguard Total Bond Market seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $779M sold.

Based on aggregated 13F filings for Q3 2023.