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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
SSWM
951
Sheets Smith Wealth Management
North Carolina
$416K
FAG
952
Fortitude Advisory Group
Washington
$416K -$50.3K -687 -11%
KOCAA
953
Knights of Columbus Asset Advisors
Connecticut
$415K +$122K +1,672 +41%
VP
954
Verum Partners
North Carolina
$410K -$366 -5 -0.1%
CM
955
Cornerstone Management
Georgia
$410K -$54.9K -749 -12%
KWA
956
Kingswood Wealth Advisors
California
$408K +$412K +5,618 New
NW
957
Naviter Wealth
Arkansas
$408K +$411K +5,613 New
SWM
958
SeaCrest Wealth Management
New York
$408K +$52.1K +711 +15%
LWM
959
Liberty Wealth Management
California
$405K -$542K -7,400 -50%
VNB
960
Virginia National Bank
Virginia
$405K
PFG
961
Pinnacle Financial Group
Illinois
$404K -$26.8K -366 -6%
MOS
962
MGO One Seven
Ohio
$404K -$645K -8,807 -61%
BAMG
963
Brand Asset Management Group
Missouri
$404K -$9.16K -125 -2%
RWA
964
River Wealth Advisors
Pennsylvania
$403K
FNT
965
First National Trust
Pennsylvania
$399K +$42.3K +578 +12%
BBW
966
Blue Barn Wealth
Utah
$398K -$348K -4,746 -46%
FOA
967
Five Oceans Advisors
California
$396K -$22.2K -303 -5%
KDA
968
Kraft Davis & Associates
Missouri
$391K +$402K +5,490 New
T
969
TrueFG
Texas
$391K -$75.6K -1,032 -16%
BDFN
970
Bond & Devick Financial Network
Minnesota
$390K +$23.1K +316 +6%
H
971
HoyleCohen
California
$390K
VCA
972
Verdence Capital Advisors
Maryland
$390K +$6.3K +86 +2%
DCM
973
Dimension Capital Management
Florida
$389K
WB
974
Webster Bank
Connecticut
$388K
OAJ
975
Ogorek Anthony Joseph
New York
$388K

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.