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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
WIM
576
Westside Investment Management
California
$1.88M +$11K +150 +0.6%
FA
577
Flagstar Advisors
New York
$1.85M +$374K +5,112 +26%
CW
578
CreativeOne Wealth
Kansas
$1.84M +$346K +4,725 +23%
WOSD
579
WFA of San Diego
California
$1.82M +$137K +1,878 +8%
PIA
580
Perennial Investment Advisors
California
$1.82M +$1.49M +20,317 +469%
HHRDM
581
H&H Retirement Design & Management
Nevada
$1.82M -$16.4M -224,343 -90%
VWA
582
VERITY Wealth Advisors
United States
$1.8M +$24.4K +334 +1%
RJT
583
Raymond James Trust
Florida
$1.78M -$110K -1,500 -6%
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$1.77M -$632K -8,641 -27%
PFG
585
PAX Financial Group
Texas
$1.76M -$62.6K -856 -3%
BRWA
586
B. Riley Wealth Advisors
Florida
$1.74M +$275K +3,758 +19%
WCFA
587
Walkner Condon Financial Advisors
Wisconsin
$1.74M -$1.61K -22 -0.1%
MLA
588
My Legacy Advisors
Oregon
$1.74M -$233K -3,190 -12%
PWM
589
PBMares Wealth Management
Virginia
$1.73M +$4.9K +67 +0.3%
CMP
590
Coston McIsaac & Partners
Maine
$1.73M -$18.9K -258 -1%
HIGP
591
Hill Investment Group Partners
Missouri
$1.72M +$135K +1,847 +9%
SPWM
592
Straight Path Wealth Management
Michigan
$1.72M +$4.83K +66 +0.3%
IFG
593
Independent Financial Group
California
$1.72M +$374K +5,107 +28%
Luther King Capital Management (LKCM)
594
Luther King Capital Management (LKCM)
Texas
$1.72M
SWA
595
Stratos Wealth Advisors
Ohio
$1.71M +$96K +1,312 +6%
MA
596
MONECO Advisors
Connecticut
$1.71M +$1.7M +23,177 New
OC
597
Oppenheimer & Co
New York
$1.7M +$530K +7,244 +46%
CHC
598
City Holding Co
West Virginia
$1.69M +$589K +8,045 +54%
AWE
599
Avidian Wealth Enterprises
Texas
$1.69M +$1.23M +16,827 +275%
ML
600
Mayport LLC
Massachusetts
$1.69M +$413K +5,647 +33%

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.