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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
DDSF
51
Diana Davis Spencer Foundation
Maryland
$117M
CAN
52
Cetera Advisor Networks
California
$115M +$7.92M +108,137 +7%
RA
53
Rational Advisors
New York
$111M -$2.12M -28,886 -2%
Betterment LLC
54
Betterment LLC
New York
$107M +$1.92M +26,233 +2%
EA
55
Efficient Advisors
Ohio
$106M +$8.48M +115,769 +9%
AA
56
Alesco Advisors
New York
$101M +$3.25M +44,379 +3%
UOC
57
University of Chicago
Illinois
$96.5M
CFA
58
Capstone Financial Advisors
Illinois
$91.6M +$3.66M +50,000 +4%
VFA
59
Voya Financial Advisors
Connecticut
$88.9M -$1.55M -21,201 -2%
MML Investors Services
60
MML Investors Services
Massachusetts
$88.8M +$13M +177,832 +17%
BWL
61
Bogart Wealth LLC
Virginia
$86.6M +$4.9M +66,894 +6%
Mariner
62
Mariner
Kansas
$86.2M +$24.7M +337,396 +40%
Citigroup
63
Citigroup
New York
$86.1M +$3.54M +48,260 +4%
VFP
64
Verus Financial Partners
Virginia
$85.8M +$6.76M +92,299 +8%
PIMG
65
Patriot Investment Management Group
Tennessee
$82.2M +$3.08M +42,088 +4%
CAM
66
Chandler Asset Management
California
$80.8M +$13.8M +188,632 +20%
Wealthfront Advisers
67
Wealthfront Advisers
California
$80.5M +$2.98M +40,650 +4%
MWA
68
Martel Wealth Advisors
Washington
$79.3M +$3.37M +46,002 +4%
ANTB
69
AMG National Trust Bank
Colorado
$78.2M +$37.5M +512,394 +91%
AllianceBernstein
70
AllianceBernstein
Tennessee
$76.3M +$3.67M +50,066 +5%
AA
71
ALPS Advisors
Colorado
$73.7M +$318K +4,345 +0.4%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.4M +$5.85M +79,911 +9%
BFS
73
Burrus Financial Services
Utah
$72.9M +$783K +10,685 +1%
MMA
74
Miracle Mile Advisors
California
$72M +$7.59M +103,592 +12%
SC
75
Savant Capital
Illinois
$71.9M +$11.7M +159,464 +19%

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.