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Vanguard Total Bond Market
BND

1,276 hedge funds and large institutions have $57B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 606 increasing their positions, 428 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 428

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

6% more funds holding in top 10

Funds holding in top 10: 196 → 207 (+11)

0% more funds holding

Funds holding: 1,274 → 1,276 (+2)

0% more capital invested

Capital invested by funds: $56.9B → $57B (+$52.1M)

0.27% less ownership

Funds ownership: 60.47% → 60.2% (-0.27%)

Holders
1,276
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
207
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.61%
% of All Funds
3.29%
New
118
Increased
606
Reduced
428
Closed
99
Calls
$4.79M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.42B
2
Creative Planning
Creative Planning
Kansas
+$414M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$383M
4
US Bancorp
US Bancorp
Minnesota
+$217M
5
Charles Schwab
Charles Schwab
California
+$205M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$779M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$253M
3
OPAM
Ocean Park Asset Management
California
-$243M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$163M
5
PG
Prostatis Group
Maryland
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1051
Sound Income Strategies
Florida
$275K +$112K +1,572 +66%
RSC
1052
Red Spruce Capital
Pennsylvania
$274K -$1.64K -23 -0.6%
LFA
1053
Laraway Financial Advisors
Minnesota
$274K – – –
AWG
1054
Altus Wealth Group
Colorado
$272K +$279K +3,905 New
WEG
1055
World Equity Group
Illinois
$269K -$38.2K -535 -12%
MM
1056
Meridian Management
Arkansas
$269K -$9.42K -132 -3%
PWM
1057
Paulson Wealth Management
Illinois
$269K +$10.3K +144 +4%
GT
1058
Greenleaf Trust
Michigan
$268K +$274K +3,842 New
ESB
1059
Essex Savings Bank
Connecticut
$267K +$17.9K +251 +7%
PFPT
1060
Pinnacle Financial Partners (Tennessee)
Tennessee
$267K +$273K +3,831 New
CSIA
1061
Charles Schwab Investment Advisory
California
$267K +$41.6K +583 +18%
WSFS
1062
Wilmington Savings Fund Society
Delaware
$266K +$272K +3,808 New
MAWCM
1063
Mine & Arao Wealth Creation & Management
California
$263K – – –
PGWM
1064
Pitti Group Wealth Management
New York
$261K -$214 -3 -0.1%
PIM
1065
Penobscot Investment Management
Massachusetts
$261K – – –
BC
1066
Brio Consultants
California
$260K +$266K +3,723 New
CWA
1067
Clearview Wealth Advisors
Oregon
$258K -$12.6K -176 -5%
PAM
1068
Palisade Asset Management
Minnesota
$257K – – –
EP
1069
Essential Planning
New Hampshire
$256K +$262K +3,673 New
CAM
1070
Cozad Asset Management
Illinois
$256K – – –
RPG
1071
Resource Planning Group
Georgia
$256K -$23.3K -327 -8%
CFA
1072
CWS Financial Advisors
Michigan
$254K +$643 +9 +0.2%
DWMS
1073
Dominguez Wealth Management Solutions
Virginia
$253K -$928 -13 -0.4%
LSPW
1074
Lake Street Private Wealth
Illinois
$252K +$258K +3,617 New
CIAS
1075
Capital Investment Advisory Services
North Carolina
$252K +$9.42K +132 +4%
41 42
43
44 45

BND Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2023, worth a combined $57B — up 0.09% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BND positions and 99 closed out — a net gain of 19 holders — while 606 added to existing stakes and 428 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.42B. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $779M.

  • 1,276 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2023, up from 1,274 in Q2 2023.
  • Funds reported $57B of Vanguard Total Bond Market stock for Q3 2023, up 0.09% quarter-over-quarter.
  • 118 funds opened new Vanguard Total Bond Market positions in Q3 2023 and 99 closed out, a net change of +19 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $1.42B added.
  • The largest Vanguard Total Bond Market seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $779M sold.

Based on aggregated 13F filings for Q3 2023.