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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
ATPW
1026
Ashton Thomas Private Wealth
Arizona
$293K +$4.68K +64 +2%
HSA
1027
HBK Sorce Advisory
Pennsylvania
$292K -$264K -3,602 -48%
LFA
1028
Laraway Financial Advisors
Minnesota
$290K
CFA
1029
CWS Financial Advisors
Michigan
$288K -$11.8K -161 -4%
CAM
1030
Cozad Asset Management
Illinois
$287K +$285K +3,893 New
SDH
1031
Sloy Dahl & Holst
Washington
$286K +$284K +3,879 New
CWA
1032
Clearview Wealth Advisors
Oregon
$286K -$1.47M -20,039 -84%
VWA
1033
V Wealth Advisors
Kansas
$286K -$301K -4,113 -52%
OHWP
1034
Oak Harbor Wealth Partners
North Carolina
$280K
SEP
1035
Southland Equity Partners
Missouri
$280K -$6.15K -84 -2%
VFA
1036
Valeo Financial Advisors
Indiana
$279K -$29.2K -399 -10%
MAWCM
1037
Mine & Arao Wealth Creation & Management
California
$278K
LCWP
1038
Legacy Capital Wealth Partners
Arkansas
$277K +$274K +3,750 New
FPGT
1039
Financial Partners Group (Tennessee)
Tennessee
$273K +$3.15K +43 +1%
PAM
1040
Palisade Asset Management
Minnesota
$273K -$1.1K -15 -0.4%
NCM
1041
Northwest Capital Management
Oregon
$273K +$15.7K +215 +6%
CAG
1042
Crestwood Advisors Group
Massachusetts
$273K +$4.17K +57 +2%
JWM
1043
Janiczek Wealth Management
Colorado
$271K -$142K -1,936 -35%
VF
1044
Vawter Financial
Ohio
$264K +$1.02K +14 +0.4%
FWM
1045
Fingerlakes Wealth Management
New York
$264K -$22.8K -311 -8%
PWM
1046
Paulson Wealth Management
Illinois
$264K +$261K +3,571 New
WA
1047
Waverly Advisors
Alabama
$262K -$11.4K -156 -4%
HAG
1048
HF Advisory Group
Maryland
$260K +$43K +588 +20%
JFGIW
1049
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K +$23.8K +325 +10%
ESB
1050
Essex Savings Bank
Connecticut
$260K -$64.9K -887 -20%

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.