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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
MIA
1201
Milestone Investment Advisors
Wisconsin
$25.5K +$21.1K +288 +505%
PWM
1202
Provident Wealth Management
Tennessee
$24.7K
NECFA
1203
New England Capital Financial Advisors
Connecticut
$24.1K +$146 +2 +0.6%
FFA
1204
Founders Financial Alliance
North Carolina
$21.3K -$9.59K -131 -31%
CBT
1205
CoreFirst Bank & Trust
Kansas
$21.3K +$21.1K +288 New
VNA
1206
Valley National Advisers
Pennsylvania
$21K -$225K -3,075 -91%
HWA
1207
Heritage Wealth Advisors
Virginia
$20.4K +$20.3K +277 New
RFA
1208
Register Financial Advisors
Georgia
$20.3K
CCMW
1209
Cypress Capital Management (Wyoming)
Wyoming
$20.2K
WP
1210
WealthPLAN Partners
Nebraska
$20K -$294K -4,020 -94%
CP
1211
Castleview Partners
Texas
$19K
CB
1212
Centennial Bank
Arkansas
$17K
TFP
1213
Tilia Fiduciary Partners
North Carolina
$15.7K
First Manhattan
1214
First Manhattan
New York
$15.7K -$22.2K -304 -59%
CHA
1215
Carmichael Hill & Associates
Maryland
$15.4K -$9.07K -124 -37%
EA
1216
Evolution Advisers
Virginia
$15K -$10.4K -142 -40%
FWP
1217
FAS Wealth Partners
Kansas
$14.5K
WTC
1218
WhitTier Trust Company
Nevada
$14.4K
CAL
1219
Capital Advisors Ltd
Ohio
$13K
JHCP
1220
Jackson Hole Capital Partners
Oklahoma
$12.5K +$4.76K +65 +63%
JIR
1221
James Investment Research
Ohio
$12K +$11.4K +156 New
MCM
1222
Manchester Capital Management
Vermont
$11.6K -$7.68K -105 -40%
IWP
1223
IAG Wealth Partners
Wisconsin
$11.1K
TC
1224
Trust Company
Kansas
$11.1K
SWA
1225
Sutton Wealth Advisors
Florida
$10.7K

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.