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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
PI
801
PFG Investments
New York
$771K +$13.3K +187 +2%
PCMM
802
Piedmont Capital Management (Montana)
Montana
$768K +$30.1K +421 +4%
SWA
803
SFMG Wealth Advisors
Texas
$765K -$230K -3,215 -23%
LFASL
804
Lugano Financial Advisors SA (LFA)
Switzerland
$765K +$237K +3,315 +43%
APC
805
Aspire Private Capital
North Carolina
$764K -$140K -1,964 -15%
MA
806
Modus Advisors
Minnesota
$760K +$13.8K +193 +2%
WFA
807
Websterrogers Financial Advisors
South Carolina
$757K -$31.8K -445 -4%
GBWM
808
Granite Bay Wealth Management
New Hampshire
$756K +$756K +10,584 New
AWA
809
Archvest Wealth Advisors
California
$751K +$90.3K +1,265 +13%
HI
810
Hendershot Investments
Virginia
$750K -$92.5K -1,296 -11%
CGF
811
Constant Guidance Financial
Massachusetts
$747K +$770K +10,791 New
RIA
812
Realta Investment Advisors
Delaware
$746K -$20.6K -289 -3%
WMWM
813
Whitaker-Myers Wealth Managers
Ohio
$745K -$243K -3,404 -24%
RWM
814
RBA Wealth Management
California
$737K +$35.3K +494 +5%
LFG
815
Larson Financial Group
Missouri
$734K -$43.5K -609 -5%
BA
816
Bridge Advisory
California
$733K +$1.71K +24 +0.2%
BWP
817
Balboa Wealth Partners
Arizona
$732K +$149K +2,083 +25%
SFG
818
Sovereign Financial Group
Connecticut
$727K -$268K -3,754 -26%
BFO
819
Boston Family Office
Massachusetts
$723K +$84.5K +1,184 +13%
WPC
820
Wedmont Private Capital
Pennsylvania
$719K +$99.2K +1,390 +16%
FHC
821
Fort Henry Capital
West Virginia
$718K +$42.4K +594 +6%
Empower Advisory Group
822
Empower Advisory Group
Colorado
$709K -$193K -2,699 -21%
TDWM
823
Topel & Distasi Wealth Management
California
$705K +$26.1K +365 +4%
GFS
824
GYL Financial Synergies
Connecticut
$701K +$4.71K +66 +0.7%
TWM
825
Tanager Wealth Management
United Kingdom
$697K -$1.99M -27,818 -74%

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.