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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
KPWG
1076
KFA Private Wealth Group
Virginia
$240K +$1.39K +19 +0.6%
HWA
1077
Hillcrest Wealth Advisors
New Jersey
$240K
CNB
1078
Camden National Bank
Maine
$237K -$7.03K -96 -3%
PWA
1079
Pillar Wealth Advisors
Pennsylvania
$236K
CD
1080
Chapin Davis
Maryland
$236K +$234K +3,200 New
FRA
1081
Front Row Advisors
California
$236K
BFS
1082
Baskin Financial Services
Ontario, Canada
$235K
HIP
1083
HUB Investment Partners
Texas
$234K +$232K +3,168 New
DCM
1084
Driehaus Capital Management
Illinois
$232K -$433K -5,913 -65%
CSIA
1085
Charles Schwab Investment Advisory
California
$232K -$42.4K -580 -16%
ODG
1086
O'Dell Group
Ohio
$231K +$951 +13 +0.4%
GFA
1087
Gallagher Fiduciary Advisors
Illinois
$231K +$228K +3,122 New
ACA
1088
Affinity Capital Advisors
California
$228K +$951 +13 +0.4%
RCM
1089
Rain Capital Management
Oregon
$225K +$222K +3,029 +17,818%
RFA
1090
Resurgent Financial Advisors
Georgia
$224K +$40.7K +556 +22%
TTWM
1091
TCV Trust & Wealth Management
Virginia
$224K -$103K -1,412 -32%
AP
1092
Adero Partners
California
$221K -$54.9K -750 -20%
SSWM
1093
Strait & Sound Wealth Management
California
$221K -$220 -3 -0.1%
BFA
1094
Bill Few Associates
Pennsylvania
$221K +$219K +2,992 New
P
1095
&Partners
Tennessee
$220K -$168K -2,296 -44%
AIA
1096
Avalon Investment & Advisory
Texas
$219K +$217K +2,968 New
WFPG
1097
Waller Financial Planning Group
Ohio
$217K +$215K +2,941 New
VCAM
1098
Van Cleef Asset Management
Ohio
$217K -$68.8K -940 -24%
ZB
1099
Zions Bancorporation
Utah
$216K -$7.34M -100,266 -97%
PIP
1100
Peachtree Investment Partners
Florida
$216K

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.