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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
LFA
1276
Level Financial Advisors
New York
$509
DWA
1277
Delos Wealth Advisors
Texas
$73
KA
1278
Kozak & Associates
Colorado
$72 +$73 +1 New
HCA
1279
Heck Capital Advisors
Wisconsin
$55 +$73 +1 New
CMA
1280
Cedar Mountain Advisors
Oregon
$2
Jane Street
1281
Jane Street
New York
-$85.3M -1,155,520 Closed
HL
1282
Hernani LP
Jersey
-$14.4M -195,100 Closed
RWA
1283
Redhawk Wealth Advisors
Minnesota
-$9.73M -131,830 Closed
CHAM
1284
Clear Harbor Asset Management
Connecticut
-$8.61M -116,553 Closed
Citadel Advisors
1285
Citadel Advisors
Florida
-$2.77M -37,827 Closed
BIP
1286
Blueprint Investment Partners
North Carolina
-$2.75M -37,241 Closed
SPP
1287
Single Point Partners
Massachusetts
-$2.42M -32,786 Closed
ClearBridge Investments
1288
ClearBridge Investments
New York
-$2.03M -27,494 Closed
MCC
1289
Money Concepts Capital
Florida
-$255K -27,418 Closed
HVIA
1290
Hudson Valley Investment Advisors
New York
-$2.02M -27,318 Closed
WFA
1291
Wellspring Financial Advisors
Ohio
-$1.38M -18,720 Closed
MRWM
1292
ML&R Wealth Management
Texas
-$1.33M -18,049 Closed
GWM
1293
Grand Wealth Management
Michigan
-$1.28M -17,304 Closed
PFA
1294
Petra Financial Advisors
Colorado
-$1.22M -16,499 Closed
SEIA
1295
Signature Estate & Investment Advisors
California
-$1.04M -14,126 Closed
BWP
1296
BSW Wealth Partners
Colorado
-$779K -10,554 Closed
Qube Research & Technologies (QRT)
1297
Qube Research & Technologies (QRT)
United Kingdom
-$701K -9,498 Closed
CC
1298
Callan Capital
California
-$701K -9,493 Closed
Renaissance Technologies
1299
Renaissance Technologies
New York
-$635K -8,600 Closed
RIA
1300
Retirement Investment Advisors
Oklahoma
-$627K -8,498 Closed

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.