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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
OIA
1176
Optimum Investment Advisors
Illinois
$76.3K
CFS
1177
CGC Financial Services
Oregon
$67.3K +$67.8K +926 New
VWM
1178
Venturi Wealth Management
Texas
$64.1K -$65.3K -891 -50%
CB
1179
CNB Bank
Pennsylvania
$63.3K
FA
1180
Fiduciary Alliance
South Carolina
$61.6K +$62.1K +848 New
IPW
1181
Impact Partnership Wealth
Georgia
$59.5K +$59.9K +818 New
RG
1182
Retirement Group
California
$59.4K
GGI
1183
Godsey & Gibb Inc
Virginia
$57.9K +$21.2K +289 +57%
MIA
1184
Milestone Investment Advisors
Wisconsin
$57.4K +$32.6K +445 +129%
CCA
1185
Column Capital Advisors
Indiana
$50.9K -$3.37K -46 -6%
GI
1186
Gradient Investments
Minnesota
$50.2K +$18.6K +254 +58%
FFA
1187
Founders Financial Alliance
North Carolina
$49.1K +$28.4K +388 +135%
CCP
1188
Carmel Capital Partners
California
$46.7K
FNBOSM
1189
First National Bank of South Miami
Florida
$46.5K
RWPA
1190
Richard W. Paul & Associates
Michigan
$46K -$293 -4 -0.6%
HIA
1191
Harbor Investment Advisory
Maryland
$45.8K -$39.7K -542 -46%
PFSC
1192
Peoples Financial Services Corp
Pennsylvania
$45K
DF
1193
DecisionPoint Financial
Arizona
$44.8K -$9.01K -123 -17%
NIC
1194
Northwest Investment Counselors
Oregon
$43.6K
OA
1195
Operose Advisors
Wisconsin
$42.8K
HC
1196
Hoese & Co
Minnesota
$39.3K +$39.6K +540 New
DI
1197
Disciplined Investments
Oklahoma
$39K -$16.3K -222 -29%
RI
1198
Ridgewood Investments
New Jersey
$38.5K
FMTCOCP
1199
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K
SFG
1200
Steward Financial Group
Texas
$33K +$33.9K +463 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.