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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
TCM
101
Twele Capital Management
Minnesota
$48.3M -$923K -12,610 -2%
Cerity Partners
102
Cerity Partners
New York
$48.1M +$18.9M +258,228 +612%
CA
103
Cambridge Advisors
Nebraska
$46.6M +$2.35M +32,129 +5%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$46.1M +$15M +204,974 +49%
AGA
105
Arkos Global Advisors
Texas
$45.6M -$4.83M -65,974 -10%
RRWA
106
Rainey & Randall Wealth Advisors
Florida
$45.4M +$1.6M +21,886 +4%
LPT
107
Legacy Private Trust
Wisconsin
$45.1M +$19.6M +267,805 +78%
GC
108
Gilbert & Cook
Iowa
$44.4M +$556K +7,600 +1%
LMIM
109
Lockheed Martin Investment Management
Maryland
$44.3M -$3.66M -50,000 -8%
MNG
110
Manning & Napier Group
New York
$43.8M
BCM
111
BTC Capital Management
Iowa
$43.3M +$4.56M +62,321 +12%
PIFP
112
Partners in Financial Planning
Virginia
$42.7M +$1.18M +16,066 +3%
DT
113
Daniels + Tansey
Delaware
$41.9M +$11.6M +159,171 +39%
ANTB
114
AMG National Trust Bank
Colorado
$41.6M +$29.4M +402,436 +249%
EH
115
Equitable Holdings
New York
$38.9M -$3.07M -41,975 -7%
FA
116
Fiducient Advisors
Illinois
$38.9M -$48.4K -662 -0.1%
ASW
117
Astoria Strategic Wealth
Texas
$38.8M +$11.5M +157,306 +43%
BSWM
118
Boston Standard Wealth Management
Massachusetts
$38.6M -$348K -4,753 -0.9%
LSAG
119
Lake Street Advisors Group
New Hampshire
$38.4M +$3.72M +50,838 +11%
SW
120
SoFi Wealth
California
$38.1M +$2.51M +34,361 +7%
JF
121
Joule Financial
Kentucky
$38M +$24.6M +336,540 +188%
WFA
122
West Financial Advisors
Iowa
$37.6M +$696K +9,518 +2%
BWM
123
Baystate Wealth Management
Massachusetts
$37.3M -$1.86M -25,366 -5%
EI
124
Ellevest Inc
New York
$36.9M +$1.58M +21,537 +4%
HI
125
Harbour Investments
Wisconsin
$36.5M +$13.4M +183,785 +59%

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.