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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
FI
526
Financial Insights
Washington
$2.49M -$1.29M -17,562 -34%
FA
527
FC Advisory
Pennsylvania
$2.48M +$7.76K +106 +0.3%
DE
528
Day & Ennis
Georgia
$2.47M -$19K -259 -0.8%
SWP
529
Summit Wealth Partners
Florida
$2.46M -$25.6K -350 -1%
SFA
530
Sequoia Financial Advisors
Ohio
$2.45M +$155K +2,111 +7%
ECM
531
Evergreen Capital Management
Washington
$2.42M +$2.44M +33,320 New
LSA
532
Lion Street Advisors
Texas
$2.42M +$866K +11,819 +72%
EK
533
Evensky & Katz
Florida
$2.36M -$107K -1,460 -4%
WAS
534
Wealth Advisory Solutions
Indiana
$2.36M +$45.6K +622 +2%
WP
535
WealthSource Partners
California
$2.34M -$1.1K -15 -0%
Neuberger Berman Group
536
Neuberger Berman Group
New York
$2.34M -$267K -3,643 -10%
CS
537
Comerica Securities
Michigan
$2.34M +$115K +1,573 +5%
MPCL
538
My Personal CFO LLC
Washington
$2.32M +$201K +2,747 +9%
WFA
539
Wells Financial Advisors
Massachusetts
$2.31M +$962K +13,136 +70%
RFG
540
RFP Financial Group
Georgia
$2.31M +$13.3K +182 +0.6%
CANC
541
Culbertson A N & Co
Virginia
$2.29M -$256K -3,497 -10%
BST
542
Bath Savings Trust
Maine
$2.29M -$148K -2,025 -6%
FRA
543
Frank Rimerman Advisors
California
$2.29M
CIC
544
Cutler Investment Counsel
Oregon
$2.27M -$4.39K -60 -0.2%
FA
545
Fermata Advisors
California
$2.27M +$1.95M +26,658 +593%
BL
546
BFSG LLC
California
$2.25M +$609K +8,320 +37%
OIS
547
Okabena Investment Services
Minnesota
$2.24M
TWA
548
Tandem Wealth Advisors
Arizona
$2.24M +$3.08K +42 +0.1%
GIS
549
Grayhawk Investment Strategies
Alberta, Canada
$2.24M +$87.9K +1,200 +4%
GFWA
550
Grey Fox Wealth Advisors
Delaware
$2.23M -$74.3K -1,014 -3%

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.