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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
API
826
Advisor Partners II
California
$663K +$668K +9,125 New
EA
827
Eclectic Associates
California
$662K +$123K +1,675 +23%
BWA
828
Beam Wealth Advisors
Louisiana
$660K -$733 -10 -0.1%
CAAM
829
Cornerstone Advisors Asset Management
Pennsylvania
$660K +$9.38K +128 +1%
OCG
830
Opus Capital Group
Ohio
$660K -$5.14M -70,233 -89%
AIS
831
American Investment Services
Massachusetts
$656K +$46.1K +630 +8%
BL
832
Balentine LLC
Georgia
$654K -$19.6K -267 -3%
RF
833
Robinswood Financial
Washington
$652K +$657K +8,963 New
APG
834
Abacus Planning Group
South Carolina
$652K
WPC
835
Wedmont Private Capital
Pennsylvania
$650K +$4.25K +58 +0.7%
PP
836
PrairieView Partners
Minnesota
$643K +$23.2K +317 +4%
PA
837
Procyon Advisors
Connecticut
$642K -$1.03K -14 -0.2%
IFS
838
Intelligent Financial Strategies
Minnesota
$639K -$234K -3,189 -27%
JIC
839
Joel Isaacson & Co
New York
$639K -$32.8K -448 -5%
KFI
840
Key Financial Inc
Pennsylvania
$631K +$11.4K +156 +2%
CA
841
Claro Advisors
Massachusetts
$630K +$75.9K +1,036 +14%
CPG
842
Cornerstone Planning Group
New Jersey
$629K +$634K +8,656 New
HI
843
Harper Investing
California
$629K -$995K -13,582 -61%
VWM
844
Valley Wealth Managers
New Jersey
$626K -$34.5K -471 -5%
AFO
845
Arrowroot Family Office
California
$625K +$95.9K +1,309 +18%
TF
846
Trek Financial
Arizona
$620K -$212K -2,896 -25%
FIM
847
Freedom Investment Management
Connecticut
$620K +$385K +5,251 +160%
AWM
848
Aries Wealth Management
Maine
$620K -$86.9K -1,187 -12%
Verition Fund Management
849
Verition Fund Management
Connecticut
$620K -$1.04M -14,203 -62%
RB
850
Rodgers Brothers
Pennsylvania
$618K

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.