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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
RF
851
Robinswood Financial
Washington
$615K -$10.9K -152 -2%
BL
852
Balentine LLC
Georgia
$612K -$16.4K -230 -3%
SAS
853
SMI Advisory Services
Indiana
$611K +$626K +8,771 New
AFO
854
Arrowroot Family Office
California
$610K +$10.3K +144 +2%
FWA
855
Freedom Wealth Alliance
Wisconsin
$606K +$27.3K +383 +5%
KFI
856
Key Financial Inc
Pennsylvania
$605K +$143 +2 +0%
SFS
857
Summit Financial Strategies
Ohio
$605K +$106K +1,491 +21%
RGC
858
Roberts, Glore & Co
Illinois
$602K -$57.1K -800 -8%
DWT
859
Dorsey & Whitney Trust
South Dakota
$599K +$86.2K +1,208 +16%
JIC
860
Joel Isaacson & Co
New York
$599K -$14.8K -207 -2%
MCA
861
MSH Capital Advisors
Arizona
$599K -$76.6K -1,073 -11%
RMDI
862
R.M. Davis Inc
Maine
$598K -$68.4K -958 -10%
SFFS
863
Stonehage Fleming Financial Services
Jersey
$597K +$306K +4,290 +101%
LWM
864
Liberty Wealth Management
California
$596K +$72K +1,008 +14%
HI
865
Harper Investing
California
$596K -$8.21K -115 -1%
RB
866
Rodgers Brothers
Pennsylvania
$593K
UW
867
Unique Wealth
Florida
$587K +$151K +2,121 +34%
HWM
868
Howard Wealth Management
Connecticut
$585K -$6.71K -94 -1%
AFS
869
Access Financial Services
Minnesota
$582K +$44.9K +629 +8%
RCI
870
RS Crum Inc
California
$582K +$133K +1,870 +29%
RPA
871
Rock Point Advisors
Vermont
$582K +$595K +8,338 New
SP
872
Successful Portfolios
Florida
$580K -$2.86K -40 -0.5%
RPCA
873
Running Point Capital Advisors
California
$576K
CSWM
874
Cassady Schiller Wealth Management
Ohio
$575K -$5.43K -76 -0.9%
RWM
875
Ruedi Wealth Management
Illinois
$575K +$26.9K +377 +5%

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.