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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
VF
1076
Vawter Financial
Ohio
$257K -$3.66K -50 -1%
RAG
1077
RIA Advisory Group
Iowa
$256K -$102K -1,390 -28%
CFP
1078
Cypress Financial Planning
New Jersey
$254K +$10.7K +146 +4%
CIAS
1079
Capital Investment Advisory Services
North Carolina
$253K +$13.3K +181 +5%
FWP
1080
FAS Wealth Partners
Kansas
$252K +$240K +3,271 +1,669%
VHAM
1081
Van Hulzen Asset Management
California
$247K +$249K +3,403 New
TWP
1082
TFO Wealth Partners
Ohio
$245K +$1.98K +27 +0.8%
SHFP
1083
Second Half Financial Partners
Florida
$244K +$246K +3,361 New
1WA
1084
180 Wealth Advisors
Washington
$242K
CD
1085
Chapin Davis
Maryland
$240K +$7.33K +100 +3%
KPWG
1086
KFA Private Wealth Group
Virginia
$238K +$1.76K +24 +0.7%
IWA
1087
Inspirion Wealth Advisors
Illinois
$238K
BCM
1088
Becker Capital Management
Oregon
$237K +$239K +3,261 New
PF
1089
Parker Financial
Washington
$236K -$75.6K -1,032 -24%
RI
1090
Rinkey Investments
California
$236K -$3.59K -49 -1%
HWA
1091
Hillcrest Wealth Advisors
New Jersey
$236K
CSIA
1092
Charles Schwab Investment Advisory
California
$236K +$7.91K +108 +3%
M
1093
MYeCFO
California
$235K +$237K +3,233 New
DBRC
1094
D.B. Root & Company
Pennsylvania
$234K -$86.7K -1,184 -27%
GFA
1095
Gallagher Fiduciary Advisors
Illinois
$233K +$6.01K +82 +3%
BFS
1096
Baskin Financial Services
Ontario, Canada
$232K
DC
1097
DeDora Capital
California
$231K -$326K -4,447 -58%
ACM
1098
AlphaStar Capital Management
North Carolina
$231K -$106K -1,442 -31%
AWM
1099
Abound Wealth Management
Tennessee
$231K +$37.3K +509 +19%
ODG
1100
O'Dell Group
Ohio
$229K +$1.54K +21 +0.7%

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.