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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
SPA
901
Sentinel Pension Advisors
Massachusetts
$483K +$475K +6,488 New
RCI
902
RS Crum Inc
California
$478K -$3.98M -54,415 -89%
SAM
903
SignalPoint Asset Management
Missouri
$475K -$31.8K -435 -6%
GCA
904
Genesee Capital Advisors
New York
$473K -$7.17K -98 -2%
FAG
905
Fortitude Advisory Group
Washington
$473K +$73.8K +1,009 +19%
T
906
TrueFG
Texas
$473K +$45.4K +620 +11%
CM
907
Cornerstone Management
Georgia
$471K -$59.9K -818 -11%
BC
908
Barrett & Company
Rhode Island
$471K
SFP
909
Sterling Financial Planning
New Jersey
$468K -$326K -4,454 -41%
LA
910
Legacy Advisors
Pennsylvania
$466K -$353K -4,820 -43%
Bessemer Group
911
Bessemer Group
New Jersey
$465K -$10.3K -141 -2%
FFM
912
Forum Financial Management
Illinois
$464K -$128K -1,750 -22%
KOC
913
Koss-Olinger Consulting
Florida
$462K
SIA
914
Schechter Investment Advisors
Michigan
$459K +$5.56K +76 +1%
HH
915
Hilltop Holdings
Texas
$455K -$9.59K -131 -2%
AWM
916
AllSquare Wealth Management
New York
$454K -$5.49K -75 -1%
FWA
917
FSM Wealth Advisors
Ohio
$444K -$51.1K -698 -10%
CPP
918
Capasso Planning Partners
South Carolina
$443K -$10.2K -139 -2%
BFG
919
Berger Financial Group
Minnesota
$440K +$7.61K +104 +2%
RMA
920
Roffman Miller Associates
Pennsylvania
$438K +$12.4K +170 +3%
SWM
921
Shakespeare Wealth Management
Wisconsin
$438K -$427K -5,834 -50%
PFG
922
Pinnacle Financial Group
Illinois
$438K +$26.8K +366 +7%
CW
923
Channel Wealth
California
$437K +$433K +5,918 New
PWSG
924
Pacific Wealth Strategies Group
California
$437K +$433K +5,917 New
ATC
925
Adirondack Trust Company
New York
$434K

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.