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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
PFA
676
Petra Financial Advisors
Colorado
$1.22M -$66.6K -910 -5%
LSA
677
Lion Street Advisors
Texas
$1.22M +$632K +8,642 +110%
BC
678
Burney Company
Virginia
$1.22M -$2.49K -34 -0.2%
FCBT
679
First Citizens Bank & Trust
North Carolina
$1.21M -$80.8K -1,104 -6%
SQA
680
Simon Quick Advisors
New Jersey
$1.2M +$271K +3,705 +30%
GWM
681
Geneos Wealth Management
Colorado
$1.19M -$4.33M -59,133 -79%
AR
682
Apeiron RIA
Texas
$1.17M +$27K +369 +2%
TWA
683
TCI Wealth Advisors
Arizona
$1.16M +$114K +1,564 +11%
TWA
684
Trellis Wealth Advisors
California
$1.14M +$224K +3,063 +25%
CFS
685
Cannon Financial Strategists
Georgia
$1.14M -$68.6K -938 -6%
IC
686
Innealta Capital
Texas
$1.13M +$66.8K +913 +6%
CTA
687
Chesley Taft & Associates
Illinois
$1.13M +$46.8K +640 +4%
ETIA
688
Epic Trust Investment Advisors
Washington
$1.13M -$275K -3,756 -20%
TFM
689
TFC Financial Management
Massachusetts
$1.13M +$220 +3 +0%
CAL
690
Capital Analysts LLC
Pennsylvania
$1.13M -$10.2K -139 -0.9%
SCA
691
Snowden Capital Advisors
New York
$1.13M +$496K +6,780 +80%
National Bank of Canada
692
National Bank of Canada
Quebec, Canada
$1.12M +$241K +3,297 +28%
RA
693
Regis Acquisition
Colorado
$1.11M +$1.1M +15,089 New
B
694
Bridgeworth
Alabama
$1.11M -$394K -5,390 -26%
BEW
695
Burton Enright Welch
California
$1.11M +$141K +1,928 +15%
PCIA
696
Prime Capital Investment Advisors
Kansas
$1.11M -$1.09M -14,868 -50%
GL
697
Graypoint LLC
New York
$1.11M -$567K -7,745 -34%
AWA
698
Arkadios Wealth Advisors
Georgia
$1.11M +$288K +3,942 +36%
SF
699
Synovus Financial
Georgia
$1.11M +$177K +2,418 +19%
CA
700
CGN Advisors
Kansas
$1.11M +$176K +2,399 +19%

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.