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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
CG
551
Colony Group
Massachusetts
$2.09M +$20.1K +275 +1%
CIBC World Market
552
CIBC World Market
Ontario, Canada
$2.09M +$46.4K +634 +2%
HIM
553
Hanlon Investment Management
New Jersey
$2.06M -$701K -9,576 -26%
LCM
554
Liberty Capital Management
Michigan
$2.06M +$291K +3,983 +17%
GM
555
GeoWealth Management
Illinois
$2.05M -$48.7K -665 -2%
BOSSRA
556
B.O.S.S. Retirement Advisors
Utah
$2.04M +$119K +1,621 +6%
AT
557
American Trust
Kentucky
$2.04M +$199K +2,714 +11%
KSWA
558
Kathleen S. Wright Associates
Pennsylvania
$2.04M +$118K +1,607 +6%
LWM
559
Laidlaw Wealth Management
New York
$2.03M -$366K -5,007 -15%
MFC
560
Mechanics Financial Corp
Ohio
$2.03M -$37K -505 -2%
CIP
561
Capital Insight Partners
Arizona
$2.03M -$86.3K -1,179 -4%
ClearBridge Investments
562
ClearBridge Investments
New York
$2.03M -$672K -9,188 -25%
LA
563
Latitude Advisors
Florida
$2.02M +$1.68K +23 +0.1%
HVIA
564
Hudson Valley Investment Advisors
New York
$2.02M +$2M +27,318 New
MFG
565
Merit Financial Group
Georgia
$2.02M -$58.7K -802 -3%
MWM
566
Modera Wealth Management
New Jersey
$2M -$789K -10,784 -29%
WCWM
567
Willow Creek Wealth Management
California
$1.97M -$109K -1,489 -5%
EFM
568
Eley Financial Management
Vermont
$1.96M -$152K -2,079 -7%
Millennium Management
569
Millennium Management
New York
$1.96M -$4.99M -68,257 -72%
CP
570
Cumberland Partners
Ontario, Canada
$1.96M -$3.66K -50 -0.2%
NAM
571
NorthCrest Asset Manangement
Minnesota
$1.94M +$1.92M +26,266 New
LFS
572
Legacy Financial Strategies
Kansas
$1.93M -$512 -7 -0%
LNC
573
Lincoln National Corp
Pennsylvania
$1.93M +$176K +2,403 +10%
SWA
574
Strata Wealth Advisors
Texas
$1.92M +$49.8K +681 +3%
FPB
575
First PREMIER Bank
South Dakota
$1.91M +$98.8K +1,350 +6%

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.