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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
BWS
1251
Buck Wealth Strategies
Colorado
$5.82K
HWA
1252
Heritage Wealth Advisors
Virginia
$5.29K -$14.9K -204 -74%
MHR
1253
Matthew Hamilton Rosenberg
$4.36K
BAM
1254
Byrne Asset Management
New Jersey
$4K
JFG
1255
JDM Financial Group
Texas
$3.63K
AWM
1256
Atticus Wealth Management
Florida
$3.56K
HCM
1257
Hollencrest Capital Management
California
$3.49K
IF
1258
Integrity Financial
Wyoming
$2.47K +$2.49K +34 New
MFC
1259
Morris Financial Concepts
South Carolina
$2.25K
NMG
1260
New Millennium Group
Utah
$2.18K
PMFA
1261
Plante Moran Financial Advisors
Michigan
$2.11K +$2.12K +29 New
WWP
1262
WR Wealth Planners
Missouri
$2.04K
CFO
1263
CVA Family Office
Colorado
$1.96K
BCMLT
1264
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.89K
GWMIA
1265
Global Wealth Management Investment Advisory
Florida
$1.75K +$1.76K +24 New
BFA
1266
BBJS Financial Advisors
Washington
$1.65K
OC
1267
Oakworth Capital
Alabama
$1.53K
WIM
1268
WealthPlan Investment Management
Nebraska
$1.45K
GTAM
1269
Global Trust Asset Management
Florida
$1.24K
RCM
1270
Raleigh Capital Management
North Carolina
$1.17K -$1.17K -16 -50%
GWSG
1271
GPS Wealth Strategies Group
Colorado
$1.02K -$3.3K -45 -76%
VF
1272
VitalStone Financial
Texas
$1K
DWMG
1273
DB Wealth Management Group
California
$945
WAM
1274
WFA Asset Management
Wisconsin
$945 +$952 +13 New
SSB
1275
Sandy Spring Bank
Maryland
$873 -$240K -3,279 -100%

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.