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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
CT
726
Caldwell Trust
Florida
$1.01M -$31.1K -425 -3%
THL
727
Tillman Hartley LLC
Colorado
$1.01M -$732 -10 -0.1%
BSA
728
Bull Street Advisors
Georgia
$1M -$8.78K -120 -0.9%
CWM
729
Cahaba Wealth Management
Georgia
$999K +$3.95K +54 +0.4%
AA
730
Aufman Associates
Pennsylvania
$996K +$987K +13,486 New
FFA
731
Farther Finance Advisors
California
$994K +$242K +3,311 +33%
EWM
732
Endowment Wealth Management
Wisconsin
$993K -$32.2K -440 -3%
ICG
733
InterOcean Capital Group
Tennessee
$985K +$461K +6,303 +90%
RIA
734
Realta Investment Advisors
Delaware
$983K -$280K -3,833 -22%
CIA
735
Capital Investment Advisors
Georgia
$973K -$178K -2,436 -16%
MWM
736
Moulton Wealth Management
Washington
$971K -$3.95K -54 -0.4%
SFG
737
Sovereign Financial Group
Connecticut
$957K +$36K +492 +4%
BSW
738
Buckingham Strategic Wealth
Missouri
$951K
APWM
739
Argonautica Private Wealth Management
Massachusetts
$947K +$6.22K +85 +0.7%
EFG
740
Everhart Financial Group
Ohio
$939K +$525K +7,174 +129%
SB
741
Strategic Blueprint
Georgia
$933K -$18.1K -248 -2%
WFA
742
Websterrogers Financial Advisors
South Carolina
$929K -$116K -1,591 -11%
HWM
743
Hemington Wealth Management
Virginia
$924K +$55.6K +760 +6%
IGWM
744
ICA Group Wealth Management
Colorado
$917K -$1.23M -16,877 -58%
IRAG
745
Investment Research & Advisory Group
Georgia
$914K -$3.35M -45,719 -79%
LFG
746
Larson Financial Group
Missouri
$907K +$95.5K +1,305 +12%
RTL
747
Red Tortoise LLC
Georgia
$906K +$3K +41 +0.3%
EWP
748
Engrave Wealth Partners
Texas
$906K +$435K +5,943 +95%
SW
749
SMART Wealth
Nebraska
$900K -$41.9K -573 -4%
WMWM
750
Whitaker-Myers Wealth Managers
Ohio
$900K -$888K -12,130 -50%

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.