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Vanguard Total Bond Market

1,276 hedge funds and large institutions have $57B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 606 increasing their positions, 428 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 428

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

6% more funds holding in top 10

Funds holding in top 10: 196207 (+11)

0% more funds holding

Funds holding: 1,2741,276 (+2)

0% more capital invested

Capital invested by funds: $56.9B → $57B (+$52.1M)

0.27% less ownership

Funds ownership: 60.47%60.2% (-0.27%)

Holders
1,276
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
207
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.61%
% of All Funds
3.29%
New
118
Increased
606
Reduced
428
Closed
99
Calls
$4.79M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
UOC
101
University of Chicago
Illinois
$49.3M -$44.3M -620,554 -47%
GC
102
Gilbert & Cook
Iowa
$48.7M +$4.98M +69,779 +11%
AA
103
Apriem Advisors
California
$48.4M +$49.5M +693,800 New
RFA
104
RTD Financial Advisors
Pennsylvania
$47.9M -$1.18M -16,566 -2%
MNG
105
Manning & Napier Group
New York
$47.7M
BCM
106
Brookstone Capital Management
Illinois
$46.8M -$10.3M -144,571 -17%
RRWA
107
Rainey & Randall Wealth Advisors
Florida
$46.6M +$199K +2,786 +0.4%
LPT
108
Legacy Private Trust
Wisconsin
$46.1M +$22.9M +320,782 +94%
CA
109
Cetera Advisors
Colorado
$45.7M +$3.15M +44,073 +7%
LMIM
110
Lockheed Martin Investment Management
Maryland
$45.4M +$3.57M +50,000 +8%
BMCM
111
Bryn Mawr Capital Management
Pennsylvania
$44.6M +$6.73M +94,206 +17%
PIFP
112
Partners in Financial Planning
Virginia
$43.8M +$1.63M +22,846 +4%
CA
113
Cambridge Advisors
Nebraska
$43.7M -$238K -3,328 -0.5%
TCM
114
Twele Capital Management
Minnesota
$43.6M -$484K -6,773 -1%
GCM
115
G2 Capital Management
Ohio
$43.2M +$955K +13,377 +2%
JF
116
Joule Financial
Kentucky
$43M +$5.17M +72,460 +13%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$42.1M +$1.87M +26,245 +5%
SW
118
SoFi Wealth
California
$41.4M +$2.64M +36,969 +7%
LSAG
119
Lake Street Advisors Group
New Hampshire
$40.6M +$1.45M +20,243 +4%
WFA
120
West Financial Advisors
Iowa
$39.9M +$1.81M +25,296 +5%
VAS
121
Vestmark Advisory Solutions
Massachusetts
$39.8M +$8.51M +119,171 +26%
EI
122
Ellevest Inc
New York
$39.8M +$3.63M +50,902 +10%
BCM
123
BTC Capital Management
Iowa
$39.5M -$3.23M -45,229 -7%
KMWM
124
Keudell/Morrison Wealth Management
Oregon
$39.2M -$219K -3,073 -0.5%
EH
125
Equitable Holdings
New York
$39M +$3.38M +47,308 +9%

BND Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2023, worth a combined $57B — up 0.09% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BND positions and 99 closed out — a net gain of 19 holders — while 606 added to existing stakes and 428 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.42B. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $779M.

  • 1,276 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2023, up from 1,274 in Q2 2023.
  • Funds reported $57B of Vanguard Total Bond Market stock for Q3 2023, up 0.09% quarter-over-quarter.
  • 118 funds opened new Vanguard Total Bond Market positions in Q3 2023 and 99 closed out, a net change of +19 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $1.42B added.
  • The largest Vanguard Total Bond Market seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $779M sold.

Based on aggregated 13F filings for Q3 2023.