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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
BSA
751
Bull Street Advisors
Georgia
$944K -$46.1K -630 -5%
APC
752
Aspire Private Capital
North Carolina
$939K +$87.5K +1,195 +10%
RCIM
753
Red Cedar Investment Management
Michigan
$935K +$126K +1,714 +15%
BEI
754
Benjamin Edwards Inc
Missouri
$935K +$90.5K +1,236 +11%
Empower Advisory Group
755
Empower Advisory Group
Colorado
$935K -$133K -1,820 -12%
MWM
756
Moulton Wealth Management
Washington
$930K -$23.8K -325 -2%
DJSG
757
D.J. St. Germain
Massachusetts
$929K +$937K +12,787 New
CT
758
Caldwell Trust
Florida
$929K -$63K -860 -6%
HWM
759
Hemington Wealth Management
Virginia
$928K +$17.9K +245 +2%
IRAG
760
Investment Research & Advisory Group
Georgia
$927K +$27.8K +380 +3%
ACM
761
AUA Capital Management
Pennsylvania
$922K -$132K -1,801 -12%
AA
762
Aufman Associates
Pennsylvania
$919K -$61.8K -844 -6%
SB
763
Strategic Blueprint
Georgia
$917K -$1.1K -15 -0.1%
WWM
764
Wiser Wealth Management
Georgia
$913K +$71.1K +971 +8%
WA
765
Wealthstream Advisors
New York
$909K +$510K +6,964 +126%
EWA
766
EverSource Wealth Advisors
Alabama
$893K +$407K +5,551 +82%
LW
767
Linscomb Wealth
Texas
$891K -$394K -5,382 -31%
TC
768
Tenret Company
Florida
$889K -$131K -1,786 -13%
WPW
769
Watershed Private Wealth
Illinois
$883K -$676K -9,228 -43%
JCM
770
Jacobi Capital Management
Pennsylvania
$880K -$16M -218,102 -95%
SCA
771
Snowden Capital Advisors
New York
$878K -$233K -3,186 -21%
HI
772
Hendershot Investments
Virginia
$875K -$9.89K -135 -1%
MPW
773
Melone Private Wealth
Michigan
$870K +$1.91K +26 +0.2%
JRP
774
Jasper Ridge Partners
California
$856K
NFG
775
Nations Financial Group
Iowa
$848K +$138K +1,880 +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.