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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
BFG
926
Berger Financial Group
Minnesota
$421K -$119K -1,660 -22%
UWM
927
USAdvisors Wealth Management
Minnesota
$421K -$20.6K -288 -5%
FOA
928
Five Oceans Advisors
California
$417K -$645 -9 -0.2%
JWM
929
Janiczek Wealth Management
Colorado
$416K
TFG
930
Tilson Financial Group
New Jersey
$416K +$415K +5,797 New
T
931
TrueFG
Texas
$416K +$46.7K +652 +13%
RGC
932
Roberts, Glore & Co
Illinois
$415K -$1.28M -17,816 -76%
BIA
933
Barry Investment Advisors
Massachusetts
$415K -$169K -2,360 -29%
RMA
934
Roffman Miller Associates
Pennsylvania
$414K
RAG
935
RIA Advisory Group
Iowa
$411K +$439K +6,122 New
SSWM
936
Sheets Smith Wealth Management
North Carolina
$411K
VCP
937
Verus Capital Partners
Arizona
$410K +$14.6K +204 +4%
CW
938
CIC Wealth
Maryland
$410K +$409K +5,711 New
CHJWM
939
Carlton Hofferkamp & Jenks Wealth Management
Texas
$407K -$39K -545 -9%
DBRC
940
D.B. Root & Company
Pennsylvania
$404K -$194K -2,702 -32%
VNB
941
Virginia National Bank
Virginia
$400K -$86K -1,200 -18%
PFG
942
Pinnacle Financial Group
Illinois
$400K +$154K +2,146 +63%
SCM
943
Sebold Capital Management
Illinois
$400K +$398K +5,562 New
EIP
944
Ellis Investment Partners
Pennsylvania
$399K +$271K +3,783 +213%
EFG
945
Everhart Financial Group
Ohio
$399K +$32.9K +459 +9%
CWM
946
Congress Wealth Management
Massachusetts
$398K -$104K -1,446 -21%
FCM
947
Fortis Capital Management
Washington
$393K -$365K -5,092 -48%
H
948
HoyleCohen
California
$392K +$5.16K +72 +1%
RB
949
Renasant Bank
Mississippi
$388K +$387K +5,407 New
FAG
950
Fortitude Advisory Group
Washington
$388K +$30.2K +422 +8%

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.