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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
WWP
1251
WR Wealth Planners
Missouri
$2.07K +$2.05K +28 New
CFO
1252
CVA Family Office
Colorado
$1.99K
BCMLT
1253
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.92K -$40.7K -556 -96%
KHC
1254
Koesten Hirschmann & Crabtree
Kansas
$1.92K +$1.9K +26 New
BFA
1255
BBJS Financial Advisors
Washington
$1.67K
OC
1256
Oakworth Capital
Alabama
$1.55K
WIM
1257
WealthPlan Investment Management
Nebraska
$1.48K -$313K -4,271 -100%
GTAM
1258
Global Trust Asset Management
Florida
$1.25K
VF
1259
VitalStone Financial
Texas
$1K
DWMG
1260
DB Wealth Management Group
California
$960
LFA
1261
Level Financial Advisors
New York
$517
CA
1262
Clearstead Advisors
Ohio
$148 +$146 +2 New
DWA
1263
Delos Wealth Advisors
Texas
$74 -$43.1K -589 -100%
MA
1264
Montag & Associates
Georgia
$38
CMA
1265
Cedar Mountain Advisors
Oregon
$2
COI
1266
Connable Office Inc
Michigan
-$28.1M -390,899 Closed
FCC
1267
Flower City Capital
New York
-$13.7M -190,710 Closed
LGWM
1268
Litman Gregory Wealth Management
California
-$11M -153,202 Closed
NCG
1269
Newport Capital Group
New Jersey
-$10.3M -143,560 Closed
FC
1270
Financial Council
Maryland
-$8.83M -122,862 Closed
UF
1271
Univest Financial
Pennsylvania
-$7.61M -105,960 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1272
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$7.18M -100,000 Closed
AWM
1273
Angeles Wealth Management
California
-$5.67M -78,921 Closed
EWM
1274
Evergreen Wealth Management
Michigan
-$5.17M -75,767 Closed
VWM
1275
Vigilare Wealth Management
Arizona
-$3M -41,718 Closed

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.