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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
CIAS
926
CFS Investment Advisory Services
New Jersey
$434K +$430K +5,876 New
TCM
927
True Capital Management
California
$433K +$38.4K +525 +10%
EFG
928
Ethos Financial Group
Pennsylvania
$433K +$429K +5,862 New
RIA
929
Regal Investment Advisors
Michigan
$429K -$24.4K -333 -5%
UWM
930
USAdvisors Wealth Management
Minnesota
$429K -$3.07K -42 -0.7%
FOA
931
Five Oceans Advisors
California
$425K -$3.81K -52 -0.9%
IIM
932
Ironwood Investment Management
Massachusetts
$424K -$41.9K -572 -9%
SDWIA
933
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$423K -$20.2K -276 -5%
SSWM
934
Sheets Smith Wealth Management
North Carolina
$423K
FC
935
Family CFO
California
$422K -$43.5K -594 -9%
SWG
936
Summit Wealth Group
Vermont
$421K +$2.27B +31,088,047 New
TFG
937
Tilson Financial Group
New Jersey
$420K -$8.05K -110 -2%
BAMG
938
Brand Asset Management Group
Missouri
$420K +$46.8K +640 +13%
AWA
939
Aaron Wealth Advisors
Illinois
$418K +$414K +5,655 New
VP
940
Verum Partners
North Carolina
$417K +$39.7K +543 +11%
RGC
941
Roberts, Glore & Co
Illinois
$412K -$14.6K -200 -3%
VNB
942
Virginia National Bank
Virginia
$411K
GSEP
943
Golden State Equity Partners
California
$409K +$406K +5,545 New
RWA
944
River Wealth Advisors
Pennsylvania
$409K -$43.8K -599 -10%
WA
945
Wealthstream Advisors
New York
$409K +$186K +2,536 +84%
PI
946
PFG Investments
New York
$407K +$404K +5,519 New
CWM
947
Congress Wealth Management
Massachusetts
$405K -$3.88K -53 -1%
AF
948
Affiance Financial
Minnesota
$397K -$319K -4,354 -45%
Wealth Enhancement Advisory Services
949
Wealth Enhancement Advisory Services
Minnesota
$397K -$867K -11,854 -69%
H
950
HoyleCohen
California
$396K -$6.37K -87 -2%

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.