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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
GWS
1151
Glassman Wealth Services
Virginia
$160K +$5.86K +80 +4%
CT
1152
Cambridge Trust
Massachusetts
$158K +$51.3K +700 +47%
CFFP
1153
Center for Financial Planning
Michigan
$158K +$91.8K +1,253 +137%
VAG
1154
VisionPoint Advisory Group
Texas
$157K +$158K +2,158 New
GEA
1155
Glen Eagle Advisors
New Jersey
$153K +$2.12K +29 +1%
CFD
1156
Creative Financial Designs
Indiana
$148K +$4.03K +55 +3%
BCV
1157
Banque Cantonale Vaudoise
Switzerland
$145K +$73.3K +1,000 +100%
IWP
1158
IAG Wealth Partners
Wisconsin
$140K +$130K +1,775 +1,183%
FCA
1159
FinTrust Capital Advisors
South Carolina
$132K
FC
1160
Family CFO
California
$130K -$287K -3,918 -69%
TFGT
1161
TS Financial Group (TSFG)
Illinois
$120K
TIM
1162
Tortoise Investment Management
New York
$113K +$1.54K +21 +1%
M
1163
MOTCO
Texas
$113K +$19.4K +265 +21%
MLA
1164
MB, Levis & Associates
Pennsylvania
$103K +$48.1K +656 +86%
HR
1165
Howe & Rusling
New York
$98.4K -$1.18M -16,066 -92%
CTC
1166
Central Trust Company
Missouri
$98.1K -$1.69K -23 -2%
RA
1167
Rise Advisors
New York
$96.9K +$733 +10 +0.8%
IRC
1168
Investors Research Corp
Georgia
$95.2K +$10.3K +141 +12%
FFC
1169
First Financial Corp
Indiana
$93.5K
AA
1170
Ancora Advisors
Ohio
$87.6K
BCM
1171
Bourgeon Capital Management
Connecticut
$87K
SIC
1172
Salem Investment Counselors
North Carolina
$86.4K -$16.5K -225 -16%
SIS
1173
Strategic Investment Solutions
Illinois
$86.2K -$66.5K -908 -43%
LWANC
1174
Laurel Wealth Advisors (North Carolina)
North Carolina
$80K
OP
1175
ORG Partners
Indiana
$78.7K +$79.8K +1,089 New

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.