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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
FPFS
526
First Personal Financial Services
North Carolina
$2.57M -$96K -1,345 -4%
GM
527
GeoWealth Management
Illinois
$2.55M -$55.3K -774 -2%
WWM
528
Western Wealth Management
Colorado
$2.54M +$27.7K +388 +1%
Deutsche Bank
529
Deutsche Bank
Germany
$2.54M +$424K +5,942 +20%
LGA
530
Lebenthal Global Advisors
New York
$2.53M +$1.85M +25,864 +250%
JWBC
531
J.W. Burns & Co
New York
$2.51M +$2.57M +35,969 New
SFS
532
Sowell Financial Services
Arkansas
$2.5M -$763K -10,691 -23%
FGAM
533
Financial Gravity Asset Management
Texas
$2.5M +$26.5M +371,678 +1,187%
BCM
534
Barden Capital Management
Texas
$2.48M +$741K +10,373 +41%
LFP
535
Leeward Financial Partners
Washington
$2.44M -$95.7K -1,340 -4%
SC
536
Scotia Capital
Ontario, Canada
$2.39M -$519K -7,270 -18%
BF
537
Brooklyn FI
New York
$2.39M -$941K -13,183 -28%
RWA
538
Ropes Wealth Advisors
Massachusetts
$2.37M -$450K -6,299 -16%
TWA
539
Trellis Wealth Advisors
California
$2.36M +$1.27M +17,735 +110%
SWP
540
Summit Wealth Partners
Florida
$2.35M -$10.5K -147 -0.4%
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$2.34M +$595K +8,338 +33%
ECM
542
Evergreen Capital Management
Washington
$2.33M
FA
543
Fagan Associates
New York
$2.28M -$149K -2,081 -6%
FA
544
Flagstar Advisors
New York
$2.26M +$438K +6,134 +23%
KBC
545
Key Bridge Compliance
$2.26M +$2.31M +32,416 New
SSW
546
Stone Summit Wealth
Florida
$2.25M -$287K -4,017 -11%
RJT
547
Raymond James Trust
Florida
$2.24M +$343K +4,809 +18%
WFA
548
Wells Financial Advisors
Massachusetts
$2.23M +$13K +182 +0.6%
Neuberger Berman Group
549
Neuberger Berman Group
New York
$2.22M -$30.3K -425 -1%
GLR
550
Great Lakes Retirement
Ohio
$2.21M -$192K -2,688 -8%

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.