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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
FPGT
1026
Financial Partners Group (Tennessee)
Tennessee
$312K +$42.9K +585 +16%
FMWA
1027
Forvis Mazars Wealth Advisors
Missouri
$310K -$12.2K -166 -4%
SFFS
1028
Stonehage Fleming Financial Services
Jersey
$310K +$312K +4,265 New
FDCDDQ
1029
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K
GP
1030
Girard Partners
Pennsylvania
$309K -$327K -4,459 -51%
BONH
1031
Bank of New Hampshire
New Hampshire
$305K -$2.2K -30 -0.7%
AF
1032
Alerus Financial
North Dakota
$304K -$1.98K -27 -0.6%
PCI
1033
Planning Center Inc
Illinois
$302K +$305K +4,161 New
OAM
1034
Occidental Asset Management
California
$302K -$19K -259 -6%
QCG
1035
Quadrant Capital Group
Ohio
$300K +$303K +4,133 New
HSA
1036
HBK Sorce Advisory
Pennsylvania
$300K +$12.3K +168 +4%
LMKC
1037
L.M. Kohn & Company
Ohio
$299K +$9.38K +128 +3%
EIP
1038
Ellis Investment Partners
Pennsylvania
$298K +$659 +9 +0.2%
ACM
1039
Alpha Capital Management
Texas
$296K
SIAP
1040
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$294K
OHWP
1041
Oak Harbor Wealth Partners
North Carolina
$290K +$14.8K +202 +5%
HWM
1042
Hohimer Wealth Management
Washington
$290K +$293K +3,994 New
RPG
1043
Resource Planning Group
Georgia
$290K +$73 +1 +0%
MM
1044
Meridian Management
Arkansas
$290K -$25.3K -346 -8%
CCM
1045
Colorado Capital Management
Colorado
$289K -$10.6K -145 -4%
RSC
1046
Red Spruce Capital
Pennsylvania
$287K -$1.76K -24 -0.6%
LFA
1047
Laraway Financial Advisors
Minnesota
$286K
ATPW
1048
Ashton Thomas Private Wealth
Arizona
$285K -$3.44K -47 -1%
SWIG
1049
Strategic Wealth Investment Group
Kentucky
$283K +$28.3K +386 +11%
DWM
1050
Darwin Wealth Management
Florida
$283K -$217K -2,965 -43%

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.