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Vanguard Total Bond Market

1,246 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 477 increasing their positions, 460 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 92

16% more capital invested

Capital invested by funds: $46.6B → $54B (+$7.39B)

15% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $5.19M

12% more funds holding in top 10

Funds holding in top 10: 185208 (+23)

9% more funds holding

Funds holding: 1,1471,246 (+99)

4% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 460

0.26% more ownership

Funds ownership: 59.83%60.08% (+0.26%)

Holders
1,246
Holders Change
+99
Holders Change %
+8.63%
% of All Funds
20.03%
Holding in Top 10
208
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.43%
% of All Funds
3.34%
New
218
Increased
477
Reduced
460
Closed
92
Calls
$5.99M
Puts
$5.19M
Net Calls
+$797K
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
876
Lazard Asset Management
New York
$493K
SAM
877
SignalPoint Asset Management
Missouri
$493K +$23.9K +334 +5%
KFI
878
Key Financial Inc
Pennsylvania
$493K
BWP
879
Balboa Wealth Partners
Arizona
$493K +$33.2K +463 +7%
C
880
CEDRUS
Colorado
$493K -$6.88K -96 -1%
WPWM
881
Windward Private Wealth Management
Kansas
$493K +$14.9K +208 +3%
SWA
882
SOA Wealth Advisors
New York
$492K -$4.37K -61 -0.9%
PWA
883
Physician Wealth Advisors
Utah
$490K +$17.8K +248 +4%
Fidelity Investments
884
Fidelity Investments
Massachusetts
$487K -$77.4K -1,081 -14%
WIC
885
Woodmont Investment Counsel
Tennessee
$485K -$101K -1,409 -17%
SFG
886
Sage Financial Group
Pennsylvania
$484K -$189K -2,639 -28%
BCA
887
Bay Colony Advisors
Massachusetts
$484K +$72 +1 +0%
FWA
888
FSM Wealth Advisors
Ohio
$482K -$407K -5,678 -46%
LGA
889
Lebenthal Global Advisors
New York
$479K +$21.4K +299 +5%
KeyBank National Association
890
KeyBank National Association
Ohio
$478K -$3.94K -55 -0.8%
ACP
891
Aveo Capital Partners
Colorado
$478K -$8.81M -122,956 -95%
OL
892
Optas LLC
Texas
$478K -$1.58K -22 -0.3%
OFS
893
OneAscent Financial Services
Alabama
$471K +$470K +6,563 New
LA
894
LexAurum Advisors
Kansas
$470K -$42K -586 -8%
BJL
895
Brighton Jones LLC
Washington
$469K -$546K -7,617 -54%
GCA
896
Genesee Capital Advisors
New York
$468K +$3.8K +53 +0.8%
WFS
897
Weitzel Financial Services
Iowa
$468K +$47.4K +662 +11%
AFA
898
AllGen Financial Advisors
Florida
$467K +$466K +6,506 New
EWP
899
Engrave Wealth Partners
Texas
$466K -$12.5K -175 -3%
UAS
900
United Asset Strategies
New York
$463K +$461K +6,441 New

BND Hedge Fund Activity: Q4 2022 in Review

1,246 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2022, worth a combined $54B — up 16% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new BND positions and 92 closed out — a net gain of 126 holders — while 477 added to existing stakes and 460 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.02B. The largest seller was RWA Wealth Partners, cutting an estimated $141M.

  • 1,246 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2022, up from 1,147 in Q3 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q4 2022, up 16% quarter-over-quarter.
  • 218 funds opened new Vanguard Total Bond Market positions in Q4 2022 and 92 closed out, a net change of +126 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2022 was Goldman Sachs, an estimated $1.02B added.
  • The largest Vanguard Total Bond Market seller in Q4 2022 was RWA Wealth Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2022.