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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
CAN
51
Cetera Advisor Networks
California
$109M -$4.09M -55,953 -4%
Betterment LLC
52
Betterment LLC
New York
$106M -$1.19M -16,220 -1%
SMDAM
53
Sumitomo Mitsui DS Asset Management
Japan
$103M +$23.1M +315,595 +29%
AA
54
Alesco Advisors
New York
$99.4M +$5.31M +72,525 +6%
EA
55
Efficient Advisors
Ohio
$98.6M +$96.9M +1,323,882 +11,026%
UOC
56
University of Chicago
Illinois
$98M
VFA
57
Voya Financial Advisors
Connecticut
$91.7M +$5.21M +71,171 +6%
CFA
58
Capstone Financial Advisors
Illinois
$89.4M +$1.72M +23,450 +2%
NAS
59
Nicolet Advisory Services
Wisconsin
$87M +$1.6M +21,829 +2%
Jane Street
60
Jane Street
New York
$85.3M -$260M -3,555,809 -75%
Citigroup
61
Citigroup
New York
$83.9M -$11.7M -159,264 -12%
BWL
62
Bogart Wealth LLC
Virginia
$83M +$2.96M +40,487 +4%
CAM
63
Chandler Asset Management
California
$82.6M
VFP
64
Verus Financial Partners
Virginia
$80.9M +$75.2M +1,027,777 +1,583%
PIMG
65
Patriot Investment Management Group
Tennessee
$80.4M +$2.83M +38,707 +4%
Wealthfront Advisers
66
Wealthfront Advisers
California
$78.7M +$598K +8,174 +0.8%
MWA
67
Martel Wealth Advisors
Washington
$77.1M +$1.75M +23,982 +2%
MML Investors Services
68
MML Investors Services
Massachusetts
$77M +$2.43M +33,242 +3%
AA
69
ALPS Advisors
Colorado
$74.5M -$10.7M -146,295 -13%
AllianceBernstein
70
AllianceBernstein
Tennessee
$73.8M -$839K -11,463 -1%
GWWM
71
Great Waters Wealth Management
Minnesota
$73.7M -$5.67M -77,446 -7%
BFS
72
Burrus Financial Services
Utah
$73.2M +$563K +7,694 +0.8%
Charles Schwab
73
Charles Schwab
California
$72M -$20.5M -279,977 -22%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$68.6M +$35.1M +479,958 +107%
SWP
75
Stratos Wealth Partners
Ohio
$66.1M -$1.48M -20,193 -2%

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.