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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
EWP
1226
Elevation Wealth Partners
California
$10.3K +$10.2K +140 New
PFA
1227
Pathway Financial Advisers
Indiana
$10.1K -$512 -7 -5%
AA
1228
Addison Advisors
Vermont
$8.49K
GWMI
1229
Guardian Wealth Management (Illinois)
Illinois
$8.49K
KTC
1230
Kistler-Tiffany Companies
Pennsylvania
$8.42K
RAM
1231
Riggs Asset Management
Pennsylvania
$8.12K +$8.05K +110 New
CWAF
1232
Core Wealth Advisors (Florida)
Florida
$7.9K -$20.8K -284 -73%
MFT
1233
Moisand Fitzgerald Tamayo
Florida
$7.68K +$7.61K +104 New
CSC
1234
Caldwell Sutter Capital
California
$7.38K +$7.32K +100 New
FWA
1235
FSC Wealth Advisors
New York
$7.28K +$73 +1 +1%
LSA
1236
Lansing Street Advisors
Pennsylvania
$6.88K
SC
1237
SouthState Corp
Florida
$6.72K -$10.8K -148 -62%
MBFW
1238
Morton Brown Family Wealth
Pennsylvania
$6.05K
BWS
1239
Buck Wealth Strategies
Colorado
$5.91K +$5.85K +80 New
MHR
1240
Matthew Hamilton Rosenberg
$4.43K
GWSG
1241
GPS Wealth Strategies Group
Colorado
$4.36K +$4.32K +59 New
BAM
1242
Byrne Asset Management
New Jersey
$4K
JFG
1243
JDM Financial Group
Texas
$3.69K
AWM
1244
Atticus Wealth Management
Florida
$3.62K
FGAM
1245
Financial Gravity Asset Management
Texas
$3.62K +$2.26M +30,850 New
HCM
1246
Hollencrest Capital Management
California
$3.54K
FCMT
1247
Founders Capital Management (Texas)
Texas
$3K
RCM
1248
Raleigh Capital Management
North Carolina
$2.37K -$439 -6 -16%
MFC
1249
Morris Financial Concepts
South Carolina
$2.29K +$2.27K +31 New
NMG
1250
New Millennium Group
Utah
$2.21K

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.