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Vanguard Total Bond Market

1,246 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 477 increasing their positions, 460 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 92

16% more capital invested

Capital invested by funds: $46.6B → $54B (+$7.39B)

15% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $5.19M

12% more funds holding in top 10

Funds holding in top 10: 185208 (+23)

9% more funds holding

Funds holding: 1,1471,246 (+99)

4% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 460

0.26% more ownership

Funds ownership: 59.83%60.08% (+0.26%)

Holders
1,246
Holders Change
+99
Holders Change %
+8.63%
% of All Funds
20.03%
Holding in Top 10
208
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.43%
% of All Funds
3.34%
New
218
Increased
477
Reduced
460
Closed
92
Calls
$5.99M
Puts
$5.19M
Net Calls
+$797K
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$103M +$229K +3,203 +0.2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$103M +$110M +1,541,873 New
UOC
53
University of Chicago
Illinois
$95.3M +$95.1M +1,327,042 New
Citigroup
54
Citigroup
New York
$93.1M +$17.3M +241,436 +23%
AA
55
Alesco Advisors
New York
$91.5M +$5.52M +77,118 +6%
Charles Schwab
56
Charles Schwab
California
$90.2M -$21.8M -304,614 -20%
CFA
57
Capstone Financial Advisors
Illinois
$85.3M +$5.54M +77,361 +7%
VFA
58
Voya Financial Advisors
Connecticut
$85M -$363K -5,068 -0.4%
NAS
59
Nicolet Advisory Services
Wisconsin
$84.5M -$556K -7,760 -0.7%
AA
60
ALPS Advisors
Colorado
$83M +$1.42M +19,795 +2%
GWWM
61
Great Waters Wealth Management
Minnesota
$80.3M +$77.4M +1,081,100 New
BWL
62
Bogart Wealth LLC
Virginia
$77.9M +$15M +208,923 +24%
PIMG
63
Patriot Investment Management Group
Tennessee
$77.8M +$3.64M +50,804 +5%
SMDAM
64
Sumitomo Mitsui DS Asset Management
Japan
$77.7M -$26.4M -368,980 -25%
Wealthfront Advisers
65
Wealthfront Advisers
California
$76M +$4.11M +57,419 +6%
MWA
66
Martel Wealth Advisors
Washington
$73.3M +$136K +1,900 +0.2%
AllianceBernstein
67
AllianceBernstein
Tennessee
$72.7M +$14.5M +202,767 +25%
MML Investors Services
68
MML Investors Services
Massachusetts
$72.6M +$15.3M +213,880 +27%
BFS
69
Burrus Financial Services
Utah
$70.7M +$19.9M +278,284 +39%
BCM
70
Brookstone Capital Management
Illinois
$67.6M -$3.54M -49,372 -5%
CAM
71
Chandler Asset Management
California
$65.8M
SWP
72
Stratos Wealth Partners
Ohio
$65.8M +$2.48M +34,686 +4%
AAG
73
Armstrong Advisory Group
Massachusetts
$65.8M +$65.6M +916,099 New
MMA
74
Miracle Mile Advisors
California
$64.2M +$10.3M +144,395 +19%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$63M -$2.06M -28,765 -3%

BND Hedge Fund Activity: Q4 2022 in Review

1,246 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2022, worth a combined $54B — up 16% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new BND positions and 92 closed out — a net gain of 126 holders — while 477 added to existing stakes and 460 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.02B. The largest seller was RWA Wealth Partners, cutting an estimated $141M.

  • 1,246 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2022, up from 1,147 in Q3 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q4 2022, up 16% quarter-over-quarter.
  • 218 funds opened new Vanguard Total Bond Market positions in Q4 2022 and 92 closed out, a net change of +126 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2022 was Goldman Sachs, an estimated $1.02B added.
  • The largest Vanguard Total Bond Market seller in Q4 2022 was RWA Wealth Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2022.