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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
BWP
701
Baldwin Wealth Partners
Massachusetts
$1.19M -$1.81M -24,680 -60%
MWP
702
Meridian Wealth Partners
Pennsylvania
$1.17M +$926K +12,643 +359%
TWA
703
Trellis Wealth Advisors
California
$1.17M +$45.4K +620 +4%
KTC
704
Kistler-Tiffany Companies
Pennsylvania
$1.17M +$1.17M +15,929 +13,973%
BAAM
705
Baker Avenue Asset Management
California
$1.16M -$228K -3,108 -16%
CTA
706
Chesley Taft & Associates
Illinois
$1.16M +$42.1K +575 +4%
BBWP
707
Beacon Bridge Wealth Partners
Pennsylvania
$1.14M -$157K -2,149 -12%
Victory Capital Management
708
Victory Capital Management
Texas
$1.14M +$1.14M +15,619 New
IWN
709
Independent Wealth Network
Iowa
$1.13M -$101K -1,375 -8%
DWM
710
Dakota Wealth Management
Florida
$1.12M +$560K +7,650 +99%
BWM
711
BCGM Wealth Management
Indiana
$1.11M +$91.3K +1,247 +9%
WIP
712
WealthCare Investment Partners
Rhode Island
$1.11M -$112K -1,527 -9%
CFS
713
Cannon Financial Strategists
Georgia
$1.08M -$36.6K -499 -3%
GL
714
Graypoint LLC
New York
$1.08M -$10.6K -145 -1%
RA
715
Regis Acquisition
Colorado
$1.08M -$18.2K -248 -2%
AWM
716
Accurate Wealth Management
Florida
$1.07M -$470K -6,417 -30%
SF
717
Synovus Financial
Georgia
$1.06M -$24.5K -335 -2%
IFWM
718
Institute for Wealth Management
Colorado
$1.06M -$182K -2,478 -15%
TFM
719
TFC Financial Management
Massachusetts
$1.06M -$55.9K -763 -5%
ACA
720
Aptus Capital Advisors
Alabama
$1.06M -$1.33M -18,197 -56%
FCBT
721
First Citizens Bank & Trust
North Carolina
$1.06M -$139K -1,898 -12%
GWANC
722
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.06M +$59.8K +816 +6%
BTI
723
Blue Trust Inc
Georgia
$1.05M -$1.73M -23,580 -62%
TI
724
Tidal Investments
Wisconsin
$1.05M
SMA
725
Seven Mile Advisory
New Jersey
$1.05M +$1.05M +14,378 New

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.