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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
JFA
1201
JNBA Financial Advisors
Minnesota
$32.4K -$28.9K -395 -47%
CFB
1202
Cullen/Frost Bankers
Texas
$31.9K
AW
1203
Avion Wealth
Texas
$31K +$1.83K +25 +6%
TWM
1204
Tradition Wealth Management
Minnesota
$30K -$89.8K -1,226 -75%
MCM
1205
Manchester Capital Management
Vermont
$29.7K +$18.5K +252 +161%
NFSG
1206
Newbridge Financial Services Group
Florida
$29.3K +$220 +3 +0.8%
TCA
1207
Trifecta Capital Advisors
Illinois
$27.7K
BBHC
1208
Brown Brothers Harriman & Co
New York
$27.6K +$27.8K +379 New
BSB
1209
Bangor Savings Bank
Maine
$26.5K
HWP
1210
Highline Wealth Partners
California
$26.5K
TFP
1211
Tilia Fiduciary Partners
North Carolina
$26.4K +$11K +150 +70%
OLVIG
1212
Oliver Lagore Vanvalin Investment Group
Michigan
$26.4K +$26.6K +363 New
TAM
1213
Tucker Asset Management
Colorado
$24.6K -$13K -178 -34%
CSC
1214
Caldwell Sutter Capital
California
$24.4K +$17.2K +235 +235%
PWM
1215
Provident Wealth Management
Tennessee
$24.3K
PIAS
1216
PCA Investment Advisory Services
Ohio
$23.8K +$24K +327 New
PA
1217
PSI Advisors
Florida
$22.8K -$15.9K -217 -41%
BWM
1218
BerganKDV Wealth Management
Minnesota
$22.5K -$122K -1,667 -84%
TC
1219
Truvestments Capital
Florida
$21.1K +$21.2K +290 New
CBT
1220
CoreFirst Bank & Trust
Kansas
$20.9K
RFA
1221
Register Financial Advisors
Georgia
$20K
SC
1222
SouthState Corp
Florida
$19.4K +$12.9K +176 +193%
CP
1223
Castleview Partners
Texas
$18.7K
FCAG
1224
First Capital Advisors Group
New Jersey
$18.4K +$18.5K +253 New
RDFA
1225
Ritter Daniher Financial Advisory
Ohio
$17.5K +$17.7K +241 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.