We are live on ! Find out more
BND icon

Vanguard Total Bond Market

1,276 hedge funds and large institutions have $57B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 606 increasing their positions, 428 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 428

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

6% more funds holding in top 10

Funds holding in top 10: 196207 (+11)

0% more funds holding

Funds holding: 1,2741,276 (+2)

0% more capital invested

Capital invested by funds: $56.9B → $57B (+$52.1M)

0.27% less ownership

Funds ownership: 60.47%60.2% (-0.27%)

Holders
1,276
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
207
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.61%
% of All Funds
3.29%
New
118
Increased
606
Reduced
428
Closed
99
Calls
$4.79M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
751
HM Payson & Co
Maine
$977K +$999K +13,994 New
BBWP
752
Beacon Bridge Wealth Partners
Pennsylvania
$970K -$128K -1,799 -11%
MAM
753
McLean Asset Management
Virginia
$968K -$483K -6,761 -33%
JCM
754
Jacobi Capital Management
Pennsylvania
$956K +$113K +1,584 +13%
CAL
755
Capital Analysts LLC
Pennsylvania
$951K -$39.6K -555 -4%
FSG
756
Financial Strategies Group
Michigan
$949K +$276K +3,860 +39%
THL
757
Tillman Hartley LLC
Colorado
$944K -$21.1K -296 -2%
FCH
758
Freestone Capital Holdings
Washington
$928K +$271K +3,803 +40%
ACA
759
Aptus Capital Advisors
Alabama
$927K -$91.1K -1,276 -9%
GIM
760
Goelzer Investment Management
Indiana
$916K +$937K +13,127 New
GWANC
761
Guardian Wealth Advisors (North Carolina)
North Carolina
$910K -$105K -1,475 -10%
HWM
762
Hemington Wealth Management
Virginia
$904K +$13.6K +190 +1%
WWM
763
Wiser Wealth Management
Georgia
$897K +$20.5K +287 +2%
CIA
764
Capital Investment Advisors
Georgia
$896K -$79.9K -1,119 -8%
HAS
765
HBW Advisory Services
California
$885K -$5.69M -79,721 -86%
ACM
766
AUA Capital Management
Pennsylvania
$885K
BSW
767
Buckingham Strategic Wealth
Missouri
$884K -$282K -3,953 -24%
NB
768
NBT Bank
New York
$880K +$338K +4,740 +60%
CIAS
769
CFS Investment Advisory Services
New Jersey
$869K +$459K +6,430 +107%
AT
770
American Trust
Kentucky
$867K -$834K -11,681 -48%
WWA
771
WCG Wealth Advisors
Nevada
$865K +$89K +1,246 +11%
CA
772
Claro Advisors
Massachusetts
$863K +$264K +3,697 +43%
TF
773
Trek Financial
Arizona
$854K +$264K +3,703 +43%
TWA
774
TCI Wealth Advisors
Arizona
$853K -$339K -4,747 -28%
HIS
775
Horizon Investment Services
Indiana
$852K -$90.7K -1,271 -9%

BND Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2023, worth a combined $57B — up 0.09% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BND positions and 99 closed out — a net gain of 19 holders — while 606 added to existing stakes and 428 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.42B. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $779M.

  • 1,276 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2023, up from 1,274 in Q2 2023.
  • Funds reported $57B of Vanguard Total Bond Market stock for Q3 2023, up 0.09% quarter-over-quarter.
  • 118 funds opened new Vanguard Total Bond Market positions in Q3 2023 and 99 closed out, a net change of +19 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $1.42B added.
  • The largest Vanguard Total Bond Market seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $779M sold.

Based on aggregated 13F filings for Q3 2023.