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Vanguard Total Bond Market

1,276 hedge funds and large institutions have $57B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 606 increasing their positions, 428 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 428

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

6% more funds holding in top 10

Funds holding in top 10: 196207 (+11)

0% more funds holding

Funds holding: 1,2741,276 (+2)

0% more capital invested

Capital invested by funds: $56.9B → $57B (+$52.1M)

0.27% less ownership

Funds ownership: 60.47%60.2% (-0.27%)

Holders
1,276
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
207
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.61%
% of All Funds
3.29%
New
118
Increased
606
Reduced
428
Closed
99
Calls
$4.79M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
701
Meridian Wealth Partners
Pennsylvania
$1.27M +$149K +2,089 +13%
CW
702
CreativeOne Wealth
Kansas
$1.27M -$731K -10,246 -36%
SPIA
703
Steward Partners Investment Advisory
New York
$1.26M -$23.5K -329 -2%
FFP
704
Forbes Financial Planning
Rhode Island
$1.26M +$1.29M +18,065 New
IWN
705
Independent Wealth Network
Iowa
$1.25M +$175K +2,455 +16%
LWM
706
Laidlaw Wealth Management
New York
$1.25M -$404K -5,665 -24%
GT
707
Glenview Trust
Kentucky
$1.24M +$783K +10,961 +160%
RTL
708
Red Tortoise LLC
Georgia
$1.24M +$11.1K +156 +0.9%
CF
709
Centaurus Financial
California
$1.23M +$432K +6,048 +52%
MA
710
MONECO Advisors
Connecticut
$1.22M +$74.4K +1,042 +6%
FCI
711
Financial Counselors Inc
Kansas
$1.22M +$1.25M +17,538 New
CWM
712
Cahaba Wealth Management
Georgia
$1.19M +$211K +2,951 +21%
SWM
713
Shakespeare Wealth Management
Wisconsin
$1.19M +$683K +9,562 +128%
FSWA
714
Financial Synergies Wealth Advisors
Texas
$1.18M +$21.4K +300 +2%
BWP
715
Baldwin Wealth Partners
Massachusetts
$1.15M +$9.21K +129 +0.8%
NFG
716
Nations Financial Group
Iowa
$1.15M +$345K +4,831 +41%
FCBT
717
First Citizens Bank & Trust
North Carolina
$1.15M +$139K +1,941 +13%
CWM
718
CIBC World Markets
New York
$1.15M +$1.18M +16,459 New
WS
719
Wedbush Securities
California
$1.14M -$226K -3,169 -16%
WIP
720
WealthCare Investment Partners
Rhode Island
$1.1M +$42.3K +593 +4%
SB
721
Strategic Blueprint
Georgia
$1.1M +$226K +3,167 +25%
CTA
722
Chesley Taft & Associates
Illinois
$1.1M -$12K -168 -1%
Victory Capital Management
723
Victory Capital Management
Texas
$1.09M
GL
724
Graypoint LLC
New York
$1.09M +$49.8K +698 +5%
KeyBank National Association
725
KeyBank National Association
Ohio
$1.08M +$651K +9,118 +143%

BND Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2023, worth a combined $57B — up 0.09% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BND positions and 99 closed out — a net gain of 19 holders — while 606 added to existing stakes and 428 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.42B. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $779M.

  • 1,276 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2023, up from 1,274 in Q2 2023.
  • Funds reported $57B of Vanguard Total Bond Market stock for Q3 2023, up 0.09% quarter-over-quarter.
  • 118 funds opened new Vanguard Total Bond Market positions in Q3 2023 and 99 closed out, a net change of +19 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $1.42B added.
  • The largest Vanguard Total Bond Market seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $779M sold.

Based on aggregated 13F filings for Q3 2023.