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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
SP
76
Symmetry Partners
Connecticut
$65.7M +$4.82M +65,913 +8%
MMA
77
Miracle Mile Advisors
California
$65.5M -$564K -7,709 -0.9%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$65.2M +$380K +5,188 +0.6%
MWM
79
Mission Wealth Management
California
$64.1M +$3.05M +41,708 +5%
HB
80
Horizon Bancorp
Indiana
$63.9M +$245K +3,352 +0.4%
CA
81
Cetera Advisors
Colorado
$63.4M +$4.04M +55,145 +7%
MPW
82
MA Private Wealth
California
$63.4M +$11M +149,687 +21%
Mariner
83
Mariner
Kansas
$62.7M +$5.36M +73,215 +9%
BCM
84
Brookstone Capital Management
Illinois
$62.6M -$4.98M -67,997 -7%
LFS
85
Lutz Financial Services
Nebraska
$62.1M +$7.44M +101,738 +14%
OPAM
86
Ocean Park Asset Management
California
$61.8M +$61.3M +837,400 New
SC
87
Savant Capital
Illinois
$61.2M +$7.69M +105,160 +15%
AWA
88
Alaska Wealth Advisors
Alaska
$60.3M +$1.12M +15,333 +2%
S
89
SignatureFD
Georgia
$60.1M -$1.72M -23,456 -3%
Financial Engines Advisors
90
Financial Engines Advisors
California
$55.9M +$3.3M +45,125 +6%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$55.8M -$6.99M -95,507 -11%
RPGK
92
Retirement Planning Group (Kansas)
Kansas
$54.9M +$2.27M +31,089 +4%
RFA
93
RTD Financial Advisors
Pennsylvania
$52.5M -$506K -6,911 -1%
BPA
94
Beacon Pointe Advisors
California
$52.4M +$1.61M +21,991 +3%
Stifel Financial
95
Stifel Financial
Missouri
$52.2M +$1.79M +24,434 +4%
TF
96
TIAA FSB
Florida
$51.8M +$4.36M +59,649 +9%
RIM
97
Rockbridge Investment Management
New York
$51.1M +$2.19M +29,901 +5%
AWS
98
Atria Wealth Solutions
New York
$50.6M +$582K +7,951 +1%
KMWM
99
Keudell/Morrison Wealth Management
Oregon
$50.6M -$98.2K -1,342 -0.2%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$50.6M +$2.56M +35,000 +5%

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.