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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
EWM
726
Endowment Wealth Management
Wisconsin
$1.04M +$59.6K +813 +6%
ITB
727
Idaho Trust Bank
Idaho
$1.04M +$1.04M +14,248 New
CAL
728
Capital Analysts LLC
Pennsylvania
$1.03M -$78.1K -1,066 -7%
SWA
729
SFMG Wealth Advisors
Texas
$1.03M -$201K -2,740 -16%
CWM
730
Cahaba Wealth Management
Georgia
$1.03M +$46.5K +635 +5%
SFG
731
Sovereign Financial Group
Connecticut
$1.03M +$88K +1,201 +9%
TCM
732
Traynor Capital Management
Pennsylvania
$1.03M -$45.5K -621 -4%
DC
733
Davenport & Co
Virginia
$1.03M +$23.9K +326 +2%
WMWM
734
Whitaker-Myers Wealth Managers
Ohio
$1.02M +$139K +1,895 +16%
BSWA
735
Bromfield Sneider Wealth Advisors
Massachusetts
$1.02M +$3.66K +50 +0.4%
CIA
736
Capital Investment Advisors
Georgia
$1.02M +$57.5K +785 +6%
WT
737
Whittier Trust
California
$1.01M -$275K -3,754 -21%
CFO
738
Colony Family Offices
North Carolina
$1.01M +$8.86K +121 +0.9%
AR
739
Apeiron RIA
Texas
$1M -$141K -1,920 -12%
THL
740
Tillman Hartley LLC
Colorado
$1M +$15.2K +207 +2%
CAC
741
Certified Advisory Corp
Florida
$1M -$446K -6,092 -31%
AIC
742
Archer Investment Corporation
Indiana
$1M +$124K +1,695 +14%
FLA
743
Financial Life Advisors
Texas
$1M
SFC
744
SYM Financial Corp
Indiana
$994K +$291K +3,975 +41%
RFP
745
Root Financial Partners
California
$991K -$1.55M -21,106 -61%
RFP
746
RCS Financial Planning
Maryland
$986K -$449K -6,132 -31%
ICG
747
InterOcean Capital Group
Tennessee
$985K +$15.7K +215 +2%
HIS
748
Horizon Investment Services
Indiana
$980K -$69.2K -945 -7%
PRWA
749
Platte River Wealth Advisors
Colorado
$979K -$16.3K -223 -2%
HBT
750
Heartland Bank & Trust
Illinois
$957K -$1.42M -19,424 -60%

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.