We are live on ! Find out more
BND icon

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
HA
926
Herold Advisors
New York
$470K +$474K +6,465 New
CPC
927
Consolidated Planning Corp
Georgia
$469K +$473K +6,453 New
KeyBank National Association
928
KeyBank National Association
Ohio
$464K -$194K -2,643 -29%
GCA
929
Genesee Capital Advisors
New York
$463K -$2.78K -38 -0.6%
SAM
930
SignalPoint Asset Management
Missouri
$462K -$5.13K -70 -1%
UW
931
Unique Wealth
Florida
$458K +$461K +6,298 New
RRC
932
Relaxing Retirement Coach
Massachusetts
$458K +$461K +6,296 New
AFG
933
AFS Financial Group
Maryland
$450K +$120K +1,640 +36%
RF
934
Rollins Financial
Georgia
$448K -$330K -4,509 -42%
LA
935
Latitude Advisors
Florida
$444K -$1.55M -21,219 -78%
SWM
936
Silverlake Wealth Management
Vermont
$439K +$443K +6,041 New
CL
937
Cabana LLC
Arkansas
$439K +$442K +6,037 New
NFP
938
NorthLanding Financial Partners
New York
$438K -$312K -4,260 -41%
CIAS
939
CFS Investment Advisory Services
New Jersey
$438K +$11.1K +151 +3%
FPF
940
First Pacific Financial
Washington
$438K +$63.4K +866 +17%
EFG
941
Ethos Financial Group
Pennsylvania
$433K
SIA
942
Schechter Investment Advisors
Michigan
$429K -$22.9K -313 -5%
TI
943
Truepoint Inc
Ohio
$429K -$626K -8,541 -59%
BFG
944
Berger Financial Group
Minnesota
$426K -$7.62K -104 -2%
ATC
945
Adirondack Trust Company
New York
$426K
SMC
946
Smith, Moore & Co
Missouri
$423K -$97.6K -1,332 -19%
RMA
947
Roffman Miller Associates
Pennsylvania
$422K -$9.52K -130 -2%
DP
948
Divergent Planning
Maryland
$421K +$425K +5,797 New
JFG
949
JMG Financial Group
Illinois
$417K +$28.1K +383 +7%
SDWIA
950
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$417K

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.