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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
KSWA
576
Kathleen S. Wright Associates
Pennsylvania
$1.99M -$17.9K -244 -0.9%
SPC
577
Sigma Planning Corp
Michigan
$1.98M -$349K -4,763 -15%
RJT
578
Raymond James Trust
Florida
$1.98M +$232K +3,167 +13%
DF
579
Dunhill Financial
United Kingdom
$1.95M +$2.02M +27,584 New
IFG
580
Independent Financial Group
California
$1.94M +$247K +3,377 +14%
WCWM
581
Willow Creek Wealth Management
California
$1.94M -$6.67K -91 -0.3%
PWM
582
Penobscot Wealth Management
Maine
$1.93M +$631K +8,621 +48%
NAM
583
NorthCrest Asset Manangement
Minnesota
$1.93M +$21.4K +292 +1%
CIP
584
Capital Insight Partners
Arizona
$1.93M -$71.1K -970 -4%
NEPWA
585
New England Private Wealth Advisors
Massachusetts
$1.92M +$313K +4,274 +19%
AA
586
Advisory Alpha
Michigan
$1.92M +$399K +5,450 +26%
Northern Trust
587
Northern Trust
Illinois
$1.91M -$1.89M -25,791 -49%
FA
588
Flagstar Advisors
New York
$1.91M +$86K +1,174 +5%
CG
589
CFO4Life Group
Texas
$1.9M +$364K +4,967 +23%
SCA
590
STALEY CAPITAL ADVISERS
Pennsylvania
$1.9M +$276K +3,770 +17%
TWC
591
TD Waterhouse Canada
Ontario, Canada
$1.9M +$855K +11,671 +81%
EFM
592
Eley Financial Management
Vermont
$1.9M -$35.9K -490 -2%
FPB
593
First PREMIER Bank
South Dakota
$1.9M +$16.8K +230 +0.9%
MMPW
594
Mitchell McLeod Pugh & Williams
Alabama
$1.89M -$614K -8,388 -24%
TL
595
Tradewinds LLC
North Carolina
$1.89M -$316K -4,317 -14%
ML
596
Mayport LLC
Massachusetts
$1.86M +$197K +2,686 +12%
AWA
597
Acorn Wealth Advisors
Michigan
$1.86M +$1.87M +25,555 New
SWA
598
Stratos Wealth Advisors
Ohio
$1.85M +$171K +2,333 +10%
IC
599
Innealta Capital
Texas
$1.84M +$733K +10,007 +65%
LFS
600
Legacy Financial Strategies
Kansas
$1.84M -$57.4K -784 -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.