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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
IA
776
IFG Advisory
Georgia
$843K +$84.8K +1,158 +11%
CF
777
Centaurus Financial
California
$841K -$544K -7,426 -39%
APWM
778
Argonautica Private Wealth Management
Massachusetts
$834K -$99.3K -1,355 -11%
FA
779
Fountainhead AM
New Jersey
$827K +$14.8K +202 +2%
WP
780
WealthShield Partners
North Carolina
$823K -$13.8K -189 -2%
WFA
781
Websterrogers Financial Advisors
South Carolina
$821K -$94.5K -1,290 -10%
WWA
782
WCG Wealth Advisors
Nevada
$811K +$56.4K +770 +7%
LFG
783
Larson Financial Group
Missouri
$808K -$85.3K -1,164 -9%
RWM
784
Rezny Wealth Management
Florida
$806K +$812K +11,083 New
USCWA
785
U.S. Capital Wealth Advisors
Texas
$805K -$401K -5,470 -33%
FANJ
786
Financial Architects (New Jersey)
New Jersey
$803K -$43.8K -598 -5%
PWMG
787
Pioneer Wealth Management Group
Texas
$802K +$5.42K +74 +0.7%
PP
788
Patron Partners
Texas
$800K -$57.1K -779 -7%
SC
789
Sepio Capital
Utah
$793K +$799K +10,903 New
NW
790
NewEdge Wealth
Pennsylvania
$792K +$228K +3,109 +40%
PI
791
PFG Investments
New York
$789K +$391K +5,341 +97%
PO
792
Private Ocean
California
$784K +$75.7K +1,034 +11%
MA
793
Modus Advisors
Minnesota
$777K -$40.7K -555 -5%
MSAGDF
794
Moneda SA Administradora General de Fondos
Chile
$771K +$777K +10,613 New
PCMM
795
Piedmont Capital Management (Montana)
Montana
$770K +$8.64K +118 +1%
OFG
796
Orcam Financial Group
California
$769K +$39.6K +541 +5%
RIA
797
Realta Investment Advisors
Delaware
$767K -$202K -2,758 -21%
GJIA
798
Glass Jacobson Investment Advisors
Maryland
$763K +$769K +10,501 New
BA
799
Bridge Advisory
California
$762K +$3.3K +45 +0.4%
PMG
800
ProVise Management Group
Florida
$761K -$70.2K -958 -8%

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.