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Vanguard Total Bond Market

1,246 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 477 increasing their positions, 460 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 92

16% more capital invested

Capital invested by funds: $46.6B → $54B (+$7.39B)

15% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $5.19M

12% more funds holding in top 10

Funds holding in top 10: 185208 (+23)

9% more funds holding

Funds holding: 1,1471,246 (+99)

4% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 460

0.26% more ownership

Funds ownership: 59.83%60.08% (+0.26%)

Holders
1,246
Holders Change
+99
Holders Change %
+8.63%
% of All Funds
20.03%
Holding in Top 10
208
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.43%
% of All Funds
3.34%
New
218
Increased
477
Reduced
460
Closed
92
Calls
$5.99M
Puts
$5.19M
Net Calls
+$797K
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
826
SMI Advisory Services
Indiana
$598K
PG
827
Prostatis Group
Maryland
$596K +$594K +8,295 New
LFG
828
Lockerman Financial Group
California
$593K
RPCA
829
Running Point Capital Advisors
California
$593K +$446K +6,224 +308%
3IP
830
3Chopt Investment Partners
Virginia
$591K +$590K +8,232 New
CRWM
831
Castle Rock Wealth Management
California
$589K -$22.9K -319 -4%
SPL
832
Smart Portfolios LLC
Washington
$589K +$587K +8,192 New
CCM
833
Chilton Capital Management
Texas
$587K -$109K -1,520 -16%
MWM
834
Meritas Wealth Management
California
$584K +$583K +8,135 New
CGPCS
835
Capital Group Private Client Services
California
$582K +$580K +8,101 New
BAWC
836
Boyce & Associates Wealth Consulting
Texas
$580K -$30.2K -422 -5%
MPIA
837
Mountain Pacific Investment Advisers
Idaho
$578K
FFM
838
Forum Financial Management
Illinois
$577K +$120K +1,677 +26%
TC
839
TownSquare Capital
Utah
$577K +$575K +8,027 New
AIM
840
AMI Investment Management
Indiana
$576K -$1.13M -15,796 -66%
VWA
841
V Wealth Advisors
Kansas
$574K +$84.3K +1,177 +17%
SGWM
842
Sterling Group Wealth Management
California
$573K +$572K +7,981 New
HI
843
Hendershot Investments
Virginia
$570K -$490K -6,841 -46%
NA
844
Nottingham Advisors
New York
$566K +$565K +7,881 New
UFA
845
US Financial Advisors
Massachusetts
$565K
BBNB
846
Baker Boyer National Bank
Washington
$565K
SFS
847
Summit Financial Strategies
Ohio
$564K +$562K +7,852 New
RWM
848
Ruedi Wealth Management
Illinois
$562K +$472K +6,596 New
IAN
849
Integrated Advisors Network
Texas
$554K -$68.8K -960 -11%
PFBT
850
Parkside Financial Bank & Trust
Missouri
$551K +$142K +1,986 +35%

BND Hedge Fund Activity: Q4 2022 in Review

1,246 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2022, worth a combined $54B — up 16% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new BND positions and 92 closed out — a net gain of 126 holders — while 477 added to existing stakes and 460 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.02B. The largest seller was RWA Wealth Partners, cutting an estimated $141M.

  • 1,246 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2022, up from 1,147 in Q3 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q4 2022, up 16% quarter-over-quarter.
  • 218 funds opened new Vanguard Total Bond Market positions in Q4 2022 and 92 closed out, a net change of +126 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2022 was Goldman Sachs, an estimated $1.02B added.
  • The largest Vanguard Total Bond Market seller in Q4 2022 was RWA Wealth Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2022.