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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
CT
826
Colonial Trust
South Carolina
$694K +$46.4K +650 +7%
BSA
827
Bull Street Advisors
Georgia
$688K -$223K -3,125 -24%
OFG
828
Orcam Financial Group
California
$685K -$53.9K -755 -7%
IAG
829
Investment Advisory Group
Massachusetts
$683K +$113K +1,582 +19%
PWSG
830
Pacific Wealth Strategies Group
California
$680K +$230K +3,228 +50%
USCWA
831
U.S. Capital Wealth Advisors
Texas
$677K -$97.7K -1,369 -12%
TMWM
832
Taylor & Morgan Wealth Management
Michigan
$676K +$3.5K +49 +0.5%
AT
833
Arden Trust
Delaware
$673K -$777K -10,889 -53%
HBW
834
Hazlett, Burt & Watson
West Virginia
$672K +$153K +2,150 +29%
SCP
835
Syntal Capital Partners
Texas
$670K -$893K -12,511 -57%
SGWM
836
Sterling Group Wealth Management
California
$666K +$5.07K +71 +0.7%
CAC
837
Certified Advisory Corp
Florida
$665K -$306K -4,291 -31%
SCG
838
Sonata Capital Group
Washington
$659K +$21.4K +300 +3%
OFS
839
OneAscent Financial Services
Alabama
$657K +$672K +9,410 New
GIA
840
Guyasuta Investment Advisors
Pennsylvania
$647K
PMG
841
ProVise Management Group
Florida
$646K -$86.2K -1,207 -12%
AIS
842
American Investment Services
Massachusetts
$636K +$6.71K +94 +1%
KWMG
843
King Wealth Management Group
Florida
$633K -$34.8K -488 -5%
MWM
844
Moulton Wealth Management
Washington
$629K -$269K -3,763 -29%
EA
845
Eclectic Associates
California
$628K -$7.35K -103 -1%
Bessemer Group
846
Bessemer Group
New Jersey
$628K +$36.6K +512 +6%
APG
847
Abacus Planning Group
South Carolina
$625K
PP
848
PrairieView Partners
Minnesota
$617K
CAAM
849
Cornerstone Advisors Asset Management
Pennsylvania
$616K -$18.1K -254 -3%
IFS
850
Intelligent Financial Strategies
Minnesota
$616K +$2.43K +34 +0.4%

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.