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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
WA
1001
Waverly Advisors
Alabama
$357K +$100K +1,368 +39%
CIG
1002
Cascade Investment Group
Colorado
$356K +$220 +3 +0.1%
FWM
1003
Fairhaven Wealth Management
Illinois
$352K +$355K +4,843 New
MA
1004
MKT Advisors
California
$352K -$3.22K -44 -0.9%
CHP
1005
Cable Hill Partners
Oregon
$346K
SIA
1006
Stegner Investment Associates
Kentucky
$345K +$19.6K +267 +6%
CPP
1007
Capasso Planning Partners
South Carolina
$344K -$93.3K -1,274 -21%
CPRC
1008
Consolidated Portfolio Review Corp
New York
$342K -$19.6K -267 -5%
VBWMG
1009
Von Berge Wealth Management Group
California
$342K +$17.2K +235 +5%
VCM
1010
Vision Capital Management
Oregon
$341K -$143K -1,953 -29%
OFS
1011
Oldfather Financial Services
Nebraska
$338K +$35.5K +485 +12%
AWA
1012
Authentikos Wealth Advisory
California
$338K -$18.8K -257 -5%
ACA
1013
Anchor Capital Advisors
Massachusetts
$334K
HL
1014
HeadInvest LLC
Maine
$332K -$7.84K -107 -2%
MAP
1015
Milestone Advisory Partners
North Carolina
$329K
Walleye Trading
1016
Walleye Trading
New York
$325K +$327K +4,467 New
NCM
1017
Northwest Capital Management
Oregon
$322K +$54K +737 +20%
SLWA
1018
San Luis Wealth Advisors
California
$322K +$15.5K +211 +5%
WEG
1019
World Equity Group
Illinois
$318K +$320K +4,372 New
CNWM
1020
Clay Northam Wealth Management
California
$317K
HS
1021
Horan Securities
United States
$317K +$239K +3,264 +299%
KCM
1022
Kathmere Capital Management
Pennsylvania
$315K -$6.01K -82 -2%
IA
1023
Insight Advisors
Pennsylvania
$315K +$73 +1 +0%
GSEP
1024
Golden State Equity Partners
California
$315K -$88.8K -1,212 -22%
OAP
1025
One Advisory Partners
Kansas
$313K

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.