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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
PG
651
Prostatis Group
Maryland
$1.35M +$731K +9,996 +121%
HF
652
HRT Financial
New York
$1.34M +$1.33M +18,188 New
ASFA
653
All Season Financial Advisors
Colorado
$1.34M -$4.22M -57,726 -76%
HNB
654
Huntington National Bank
Ohio
$1.34M
MRWM
655
ML&R Wealth Management
Texas
$1.33M +$175K +2,395 +15%
OFP
656
OLIO Financial Planning
Virginia
$1.33M +$91.8K +1,254 +7%
PWM
657
Penobscot Wealth Management
Maine
$1.33M +$82.7K +1,130 +7%
CSPIA
658
Cary Street Partners Investment Advisory
Virginia
$1.32M +$85.2K +1,164 +7%
MWA
659
Mills Wealth Advisors
Texas
$1.32M -$10.2K -139 -0.8%
BBWP
660
Beacon Bridge Wealth Partners
Pennsylvania
$1.32M -$459K -6,267 -26%
WAP
661
Wealthcare Advisory Partners
Pennsylvania
$1.32M -$235K -3,210 -15%
WT
662
Whittier Trust
California
$1.3M -$323K -4,418 -20%
LW
663
Linscomb Wealth
Texas
$1.3M -$478K -6,535 -27%
AF
664
Advisornet Financial
Minnesota
$1.3M -$47.5K -649 -4%
HR
665
Howe & Rusling
New York
$1.29M +$1.08M +14,773 +558%
GWM
666
Grand Wealth Management
Michigan
$1.28M -$674K -9,207 -35%
IFWM
667
Institute for Wealth Management
Colorado
$1.26M -$59.1K -808 -5%
SWA
668
SFMG Wealth Advisors
Texas
$1.25M -$664K -9,075 -35%
WIP
669
WealthCare Investment Partners
Rhode Island
$1.25M +$906K +12,375 +273%
FSWA
670
Financial Synergies Wealth Advisors
Texas
$1.25M -$29.1K -397 -2%
IWN
671
Independent Wealth Network
Iowa
$1.25M -$20.9K -285 -2%
TIP
672
Torray Investment Partners
Maryland
$1.24M -$65.9K -900 -5%
BF
673
Brooklyn FI
New York
$1.23M +$17.3K +236 +2%
HGERS
674
Householder Group Estate & Retirement Specialist
Arizona
$1.23M +$1.22M +16,712 New
USCWA
675
U.S. Capital Wealth Advisors
Texas
$1.22M -$954K -13,041 -44%

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.