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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
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$1.83M +$89.6K +1,223 +5%
BCM
602
Barden Capital Management
Texas
$1.82M -$707K -9,647 -28%
Luther King Capital Management (LKCM)
603
Luther King Capital Management (LKCM)
Texas
$1.82M
WIA
604
World Investment Advisors
California
$1.82M +$794K +10,841 +76%
AF
605
Arrow Financial
New York
$1.82M +$163K +2,224 +10%
AWE
606
Avidian Wealth Enterprises
Texas
$1.82M +$151K +2,056 +9%
CP
607
Cumberland Partners
Ontario, Canada
$1.8M -$132K -1,800 -7%
CMP
608
Coston McIsaac & Partners
Maine
$1.79M +$88.1K +1,203 +5%
WIM
609
Westside Investment Management
California
$1.79M -$68.9K -941 -4%
HHRDM
610
H&H Retirement Design & Management
Nevada
$1.78M -$6.23K -85 -0.3%
PIA
611
Perennial Investment Advisors
California
$1.78M -$7.76K -106 -0.4%
CA
612
CGN Advisors
Kansas
$1.78M +$694K +9,468 +63%
IWM
613
IHT Wealth Management
Illinois
$1.76M +$902K +12,316 +103%
MWM
614
Meritas Wealth Management
California
$1.76M +$227K +3,095 +15%
Wealth Enhancement Advisory Services
615
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$1.37M +18,750 +349%
AT
616
American Trust
Kentucky
$1.75M -$255K -3,479 -13%
FFA
617
Farther Finance Advisors
California
$1.74M +$767K +10,472 +78%
WTA
618
Washington Trust Advisors
Massachusetts
$1.72M +$177K +2,422 +11%
3IP
619
3Chopt Investment Partners
Virginia
$1.72M +$683K +9,319 +65%
PWM
620
PBMares Wealth Management
Virginia
$1.72M +$7.84K +107 +0.5%
LWM
621
Laidlaw Wealth Management
New York
$1.71M -$289K -3,947 -14%
GC
622
Grimes & Company
Massachusetts
$1.71M -$776K -10,590 -31%
BRWA
623
B. Riley Wealth Advisors
Florida
$1.7M -$13.1K -179 -0.8%
VWA
624
VERITY Wealth Advisors
United States
$1.7M -$68.3K -933 -4%
BF
625
BOK Financial
Oklahoma
$1.7M +$275K +3,755 +19%

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.