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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
NW
851
NewEdge Wealth
Pennsylvania
$575K -$161K -2,206 -22%
RWM
852
Ruedi Wealth Management
Illinois
$575K +$87.1K +1,190 +18%
IAG
853
Investment Advisory Group
Massachusetts
$574K +$36.7K +502 +7%
OWM
854
Opes Wealth Management
California
$573K -$103K -1,406 -15%
DWM
855
Dakota Wealth Management
Florida
$569K -$185K -2,531 -25%
FPIS
856
Financial Planning & Information Services
Wisconsin
$568K -$346K -4,723 -38%
MPIA
857
Mountain Pacific Investment Advisers
Idaho
$568K -$25.6K -350 -4%
RWP
858
Revolve Wealth Partners
New Jersey
$568K +$123K +1,679 +28%
PFBT
859
Parkside Financial Bank & Trust
Missouri
$567K +$439 +6 +0.1%
AFS
860
Access Financial Services
Minnesota
$566K +$24.1K +329 +4%
LFASL
861
Lugano Financial Advisors SA (LFA)
Switzerland
$565K
DC
862
DeDora Capital
California
$563K -$157K -2,151 -22%
CA
863
Claro Advisors
Massachusetts
$563K +$1.83K +25 +0.3%
SS
864
Sunbelt Securities
Texas
$560K +$31.3K +428 +6%
LGA
865
Lebenthal Global Advisors
New York
$557K +$63.6K +869 +13%
EA
866
Eclectic Associates
California
$548K +$544K +7,428 New
DWT
867
Dorsey & Whitney Trust
South Dakota
$544K +$293K +3,998 +119%
Fiera Capital (Canada)
868
Fiera Capital (Canada)
Quebec, Canada
$542K -$1.83K -25 -0.3%
SFP
869
Sandbox Financial Partners
Maryland
$538K +$16.5K +225 +3%
AFO
870
Arrowroot Family Office
California
$538K +$534K +7,291 New
MWM
871
MorganRosel Wealth Management
Colorado
$538K +$14.3K +196 +3%
SVWAG
872
Sound View Wealth Advisors Group
Georgia
$537K -$2.71K -37 -0.5%
FHC
873
Fort Henry Capital
West Virginia
$532K +$80.9K +1,105 +18%
RWMH
874
Riverpoint Wealth Management Holdings
Illinois
$531K +$526K +7,188 New
ML
875
McAdam LLC
Pennsylvania
$530K +$324K +4,423 +160%

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.