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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
EW
976
Evoke Wealth
California
$387K +$2.27K +31 +0.6%
C
977
Covestor
United Kingdom
$385K +$11.1K +151 +3%
SAM
978
S.A. Mason
Michigan
$384K
WIC
979
Woodmont Investment Counsel
Tennessee
$383K -$1.83K -25 -0.5%
VCP
980
Verus Capital Partners
Arizona
$381K +$6.89K +94 +2%
DSC
981
Duncker Streett & Co
Missouri
$380K +$1.32K +18 +0.3%
SDH
982
Sloy Dahl & Holst
Washington
$377K +$95.3K +1,301 +34%
ACP
983
Aveo Capital Partners
Colorado
$376K +$7.18K +98 +2%
WFS
984
Weitzel Financial Services
Iowa
$375K +$19.9K +271 +6%
EGWAG
985
Elwood & Goetz Wealth Advisory Group
Georgia
$374K +$366 +5 +0.1%
WAM
986
WNY Asset Management
New York
$374K +$377K +5,149 New
RIA
987
Regal Investment Advisors
Michigan
$371K -$52K -710 -12%
WP
988
WealthSpring Partners
California
$371K -$148K -2,018 -28%
SPL
989
Smart Portfolios LLC
Washington
$370K -$228K -3,106 -38%
JGIA
990
Jackson Grant Investment Advisers
Connecticut
$369K +$186K +2,535 +100%
OFW
991
Omnia Family Wealth
Florida
$369K
CHJWM
992
Carlton Hofferkamp & Jenks Wealth Management
Texas
$368K -$4.76K -65 -1%
AWM
993
AllSquare Wealth Management
New York
$367K -$81.3K -1,110 -18%
CIA
994
Choate Investment Advisors
Massachusetts
$364K -$20.1K -275 -5%
BAM
995
Brave Asset Management
New Jersey
$364K +$659 +9 +0.2%
AC
996
Addison Capital
Pennsylvania
$363K +$114K +1,552 +45%
NBT
997
Northwest Bank & Trust
Iowa
$362K +$364K +4,975 New
APP
998
Avantax Planning Partners
Iowa
$360K -$5.57K -76 -2%
JFGIW
999
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$360K +$104K +1,425 +40%
CB
1000
Community Bank
New York
$360K +$8.86K +121 +3%

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.