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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
KFI
826
Key Financial Inc
Pennsylvania
$629K +$118K +1,607 +23%
DWP
827
Daymark Wealth Partners
Ohio
$628K +$623K +8,511 New
RB
828
Rodgers Brothers
Pennsylvania
$628K
RIA
829
Retirement Investment Advisors
Oklahoma
$627K +$316K +4,315 +103%
TC
830
Trilogy Capital
California
$623K -$275K -3,754 -31%
FSG
831
Financial Strategies Group
Michigan
$622K -$37.3K -510 -6%
PWS
832
Paragon Wealth Strategies
Florida
$622K -$13K -178 -2%
SFG
833
Sage Financial Group
Pennsylvania
$617K +$119K +1,625 +24%
Bank Julius Baer & Co
834
Bank Julius Baer & Co
Switzerland
$617K
SP
835
Successful Portfolios
Florida
$616K -$1.1K -15 -0.2%
SFP
836
Sweet Financial Partners
Minnesota
$610K -$2.97M -40,575 -83%
LFG
837
Lockerman Financial Group
California
$610K +$293 +4 +0%
RPCA
838
Running Point Capital Advisors
California
$609K
SPL
839
Smart Portfolios LLC
Washington
$605K
AIS
840
American Investment Services
Massachusetts
$603K
TCA
841
Transcend Capital Advisors
New Jersey
$599K +$68.3K +933 +13%
SAS
842
SMI Advisory Services
Indiana
$594K -$8.2K -112 -1%
AIM
843
AMI Investment Management
Indiana
$592K
CCM
844
Chilton Capital Management
Texas
$588K -$15K -205 -3%
NSB
845
Norway Savings Bank
Maine
$587K -$70.5K -963 -11%
BJL
846
Brighton Jones LLC
Washington
$586K +$103K +1,410 +22%
FWA
847
Freedom Wealth Alliance
Wisconsin
$581K +$112K +1,536 +24%
UFA
848
US Financial Advisors
Massachusetts
$581K
MPW
849
Monterey Private Wealth
California
$580K +$221K +3,017 +62%
KL
850
KilterHowling LLC
Colorado
$580K +$575K +7,853 New

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.