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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
TA
876
TFB Advisors
Kansas
$561K +$240K +3,280 +74%
AFS
877
Access Financial Services
Minnesota
$561K +$4.1K +56 +0.7%
LFASL
878
Lugano Financial Advisors SA (LFA)
Switzerland
$556K
RWMH
879
Riverpoint Wealth Management Holdings
Illinois
$554K +$31.9K +436 +6%
CIA
880
Cape Investment Advisory
Georgia
$552K +$76.8K +1,049 +16%
HF
881
HRT Financial
New York
$550K -$778K -10,615 -58%
FFM
882
Forum Financial Management
Illinois
$549K +$93K +1,269 +20%
SWM
883
Shakespeare Wealth Management
Wisconsin
$545K +$115K +1,565 +26%
SFG
884
Sage Financial Group
Pennsylvania
$543K -$64.9K -886 -11%
HBW
885
Hazlett, Burt & Watson
West Virginia
$542K +$546K +7,460 New
MW
886
Marcum Wealth
Ohio
$542K -$94.6K -1,291 -15%
DWT
887
Dorsey & Whitney Trust
South Dakota
$537K +$952 +13 +0.2%
CWP
888
Cyndeo Wealth Partners
Florida
$535K -$942K -12,862 -64%
CCM
889
Chilton Capital Management
Texas
$534K -$44.9K -613 -8%
SVWAG
890
Sound View Wealth Advisors Group
Georgia
$532K +$3.96K +54 +0.7%
SFP
891
Sandbox Financial Partners
Maryland
$531K +$293 +4 +0.1%
NSB
892
Norway Savings Bank
Maine
$530K -$48.3K -660 -8%
MWM
893
MorganRosel Wealth Management
Colorado
$528K -$1.69K -23 -0.3%
UWM
894
USAdvisors Wealth Management
Minnesota
$526K +$104K +1,420 +24%
CWC
895
Carolinas Wealth Consulting
North Carolina
$524K +$3.66K +50 +0.7%
SFS
896
Summit Financial Strategies
Ohio
$522K -$109K -1,489 -17%
Fiera Capital (Canada)
897
Fiera Capital (Canada)
Quebec, Canada
$520K -$13.6K -185 -3%
EAM
898
Evanson Asset Management
California
$520K +$2.42K +33 +0.5%
ML
899
McAdam LLC
Pennsylvania
$518K -$4.39K -60 -0.8%
KL
900
KilterHowling LLC
Colorado
$517K -$54.4K -742 -9%

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.