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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
PGF
676
Plan Group Financial
Oklahoma
$1.34M +$1.35M +18,451 New
SPIA
677
Steward Partners Investment Advisory
New York
$1.34M -$214K -2,927 -14%
BBNB
678
Baker Boyer National Bank
Washington
$1.34M +$553K +7,548 +70%
BA
679
Bristlecone Advisors
Washington
$1.32M +$1.33M +18,155 New
CBFP
680
Cedar Brook Financial Partners
Ohio
$1.31M -$33.3K -454 -2%
MAWAG
681
Mid-American Wealth Advisory Group
Missouri
$1.31M +$1.32M +18,031 New
BEW
682
Burton Enright Welch
California
$1.3M +$211K +2,880 +19%
ETIA
683
Epic Trust Investment Advisors
Washington
$1.29M +$180K +2,463 +16%
MPIA
684
Mountain Pacific Investment Advisers
Idaho
$1.29M +$733K +10,006 +130%
AF
685
Advisornet Financial
Minnesota
$1.28M +$1.32K +18 +0.1%
RTL
686
Red Tortoise LLC
Georgia
$1.28M +$394K +5,373 +44%
MWA
687
Mills Wealth Advisors
Texas
$1.27M -$31.3K -427 -2%
WAP
688
Wealthcare Advisory Partners
Pennsylvania
$1.27M -$31.5K -430 -2%
B
689
Bridgeworth
Alabama
$1.25M +$154K +2,097 +14%
MLA
690
My Legacy Advisors
Oregon
$1.25M -$470K -6,415 -27%
WF
691
Warner Financial
Maryland
$1.24M +$172K +2,353 +16%
TWA
692
TCI Wealth Advisors
Arizona
$1.23M +$94.5K +1,290 +8%
EFG
693
Everhart Financial Group
Ohio
$1.23M +$112K +1,524 +12%
WOSD
694
WFA of San Diego
California
$1.23M -$570K -7,775 -31%
TIP
695
Torray Investment Partners
Maryland
$1.22M
BC
696
Burney Company
Virginia
$1.21M +$17K +232 +1%
BSW
697
Buckingham Strategic Wealth
Missouri
$1.21M +$247K +3,378 +26%
FSWA
698
Financial Synergies Wealth Advisors
Texas
$1.2M -$22.7K -310 -2%
CWM
699
Collaborative Wealth Management
Florida
$1.2M -$148K -2,014 -11%
MA
700
MONECO Advisors
Connecticut
$1.2M -$488K -6,664 -29%

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.