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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
HI
751
Hendershot Investments
Virginia
$899K +$311K +4,248 +54%
BFO
752
Boston Family Office
Massachusetts
$892K
AIC
753
Archer Investment Corporation
Indiana
$892K +$238K +3,259 +37%
MPW
754
Melone Private Wealth
Michigan
$889K -$347K -4,744 -28%
IFS
755
Intelligent Financial Strategies
Minnesota
$884K +$877K +11,979 New
IWM
756
IHT Wealth Management
Illinois
$883K +$120K +1,644 +16%
PP
757
Patron Partners
Texas
$870K +$17K +233 +2%
JRP
758
Jasper Ridge Partners
California
$869K
APC
759
Aspire Private Capital
North Carolina
$865K +$112K +1,534 +15%
FANJ
760
Financial Architects (New Jersey)
New Jersey
$860K +$3.15K +43 +0.4%
BEI
761
Benjamin Edwards Inc
Missouri
$859K -$56.3K -770 -6%
WWM
762
Wiser Wealth Management
Georgia
$856K +$27.3K +373 +3%
HWM
763
Howard Wealth Management
Connecticut
$850K -$414K -5,661 -33%
WP
764
WealthShield Partners
North Carolina
$850K
TF
765
Trek Financial
Arizona
$844K +$451K +6,158 +117%
PMG
766
ProVise Management Group
Florida
$844K +$214K +2,928 +34%
LSIA
767
LaSalle St. Investment Advisors
Illinois
$836K +$829K +11,334 New
SA
768
Sunesis Advisors
Kansas
$835K
MA
769
Modus Advisors
Minnesota
$830K -$85.5K -1,168 -9%
FA
770
Fountainhead AM
New Jersey
$825K -$95.5K -1,305 -10%
RCIM
771
Red Cedar Investment Management
Michigan
$823K
PWMG
772
Pioneer Wealth Management Group
Texas
$810K -$223K -3,041 -22%
BBNB
773
Baker Boyer National Bank
Washington
$799K +$216K +2,957 +38%
RF
774
Rollins Financial
Georgia
$788K +$228K +3,116 +41%
BWP
775
BSW Wealth Partners
Colorado
$779K +$772K +10,554 New

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.