We are live on ! Find out more
BND icon

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
BIA
801
Bell Investment Advisors
California
$698K +$8.2K +112 +1%
IP
802
Ignite Planners
California
$696K -$6.37K -87 -0.9%
CC
803
Courier Capital
New York
$691K +$62.6K +856 +10%
GIA
804
Guyasuta Investment Advisors
Pennsylvania
$684K -$216K -2,946 -24%
BL
805
Balentine LLC
Georgia
$684K +$3.88K +53 +0.6%
JIC
806
Joel Isaacson & Co
New York
$682K +$353K +4,821 +109%
TC
807
TownSquare Capital
Utah
$681K +$88K +1,202 +15%
MIC
808
Means Investment Company
Maine
$679K -$52.6K -719 -7%
SCG
809
Sonata Capital Group
Washington
$675K
BWA
810
Beam Wealth Advisors
Louisiana
$671K -$53.3K -728 -7%
VWM
811
Valley Wealth Managers
New Jersey
$670K -$73.1K -999 -10%
AC
812
AWM Capital
Arizona
$668K +$7.46K +102 +1%
KeyBank National Association
813
KeyBank National Association
Ohio
$667K +$174K +2,372 +36%
EC
814
Estate Counselors
Wisconsin
$662K -$79.4K -1,085 -11%
APG
815
Abacus Planning Group
South Carolina
$662K
CAAM
816
Cornerstone Advisors Asset Management
Pennsylvania
$661K
CSWM
817
Cassady Schiller Wealth Management
Ohio
$659K -$15K -205 -2%
WPC
818
Wedmont Private Capital
Pennsylvania
$658K +$7.39K +101 +1%
PA
819
Procyon Advisors
Connecticut
$653K +$37.6K +514 +6%
MW
820
Marcum Wealth
Ohio
$646K -$24.3K -332 -4%
GP
821
Girard Partners
Pennsylvania
$643K -$2.32M -31,687 -78%
CCB
822
Country Club Bank
Missouri
$641K +$81.7K +1,117 +15%
SFS
823
Summit Financial Strategies
Ohio
$640K +$59.5K +813 +10%
Renaissance Technologies
824
Renaissance Technologies
New York
$635K -$5.71M -78,000 -90%
PP
825
PrairieView Partners
Minnesota
$629K

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.