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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
HAG
1101
HF Advisory Group
Maryland
$229K -$27.3K -373 -11%
AFAS
1102
Acorn Financial Advisory Services
Virginia
$228K -$26.4K -360 -10%
RWA
1103
Rooted Wealth Advisors
Illinois
$228K +$29.2K +399 +14%
ACA
1104
Affinity Capital Advisors
California
$226K +$1.61K +22 +0.7%
FRA
1105
Front Row Advisors
California
$225K -$7.25K -99 -3%
VWA
1106
V Wealth Advisors
Kansas
$224K -$58.4K -797 -21%
RCM
1107
Rain Capital Management
Oregon
$223K +$1.69K +23 +0.8%
W
1108
WealthOne
New York
$222K +$224K +3,055 New
CA
1109
Calton & Associates
Florida
$222K +$22.3K +305 +11%
DU
1110
Delphia (USA)
Ontario, Canada
$222K -$25K -341 -10%
TTWM
1111
TCV Trust & Wealth Management
Virginia
$221K
RFA
1112
Resurgent Financial Advisors
Georgia
$221K
LA
1113
LexAurum Advisors
Kansas
$219K +$18.4K +251 +9%
LPAM
1114
Lodestar Private Asset Management
California
$218K +$220K +3,002 New
AP
1115
Adero Partners
California
$218K
WE
1116
Wealth Effects
Massachusetts
$217K +$219K +2,983 New
P
1117
&Partners
Tennessee
$216K
ACM
1118
Absolute Capital Management
Pennsylvania
$216K +$218K +2,973 New
CFAM
1119
Center For Asset Management
Florida
$215K +$217K +2,959 New
PIP
1120
Peachtree Investment Partners
Florida
$212K
ECM
1121
Exchange Capital Management
Michigan
$211K -$179K -2,450 -46%
RWP
1122
Revolve Wealth Partners
New Jersey
$210K -$352K -4,803 -62%
SEA
1123
Stegent Equity Advisors
Texas
$210K +$211K +2,884 New
TRCT
1124
Tower Research Capital (TRC)
New York
$209K +$164K +2,238 +348%
FFL
1125
Financial Freedom LLC
Ohio
$209K +$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.