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Vanguard Total Bond Market
BND

1,246 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 477 increasing their positions, 460 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 92

16% more capital invested

Capital invested by funds: $46.6B → $54B (+$7.39B)

15% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $5.19M

12% more funds holding in top 10

Funds holding in top 10: 185 → 208 (+23)

9% more funds holding

Funds holding: 1,147 → 1,246 (+99)

4% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 460

0.26% more ownership

Funds ownership: 59.83% → 60.08% (+0.26%)

Holders
1,246
Holders Change
+99
Holders Change %
+8.63%
% of All Funds
20.03%
Holding in Top 10
208
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.43%
% of All Funds
3.34%
New
218
Increased
477
Reduced
460
Closed
92
Calls
$5.99M
Puts
$5.19M
Net Calls
+$797K
Net Calls Change
-$860K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.02B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$856M
3
Morgan Stanley
Morgan Stanley
New York
+$505M
4
JP Morgan Chase
JP Morgan Chase
New York
+$497M
5
Bank of America
Bank of America
North Carolina
+$433M

Top Sellers

Rank Fund Capital Flow
1
RWP
RWA Wealth Partners
Massachusetts
-$141M
2
EA
Efficient Advisors
Ohio
-$93.4M
3
SEI Investments
SEI Investments
Pennsylvania
-$89.6M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$83.8M
5
BAAM
Baker Avenue Asset Management
California
-$81.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
1301
One Plus One Wealth Management
Florida
– -$275K -3,850 Closed
FF
1302
Francis Financial
– -$271K -3,803 Closed
CGA
1303
Crescent Grove Advisors
Illinois
– -$269K -3,776 Closed
VHAM
1304
Van Hulzen Asset Management
California
– -$264K -3,703 Closed
IPW
1305
Intergy Private Wealth
Colorado
– -$260K -3,649 Closed
PFPT
1306
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$256K -3,594 Closed
AWM
1307
Axxcess Wealth Management
California
– -$252K -3,528 Closed
SC
1308
Saiph Capital
New Jersey
– -$251K -3,517 Closed
BAS
1309
Brown Advisory Securities
Maryland
– -$248K -3,475 Closed
MF
1310
Montis Financial
Massachusetts
– -$245K -3,441 Closed
F
1311
F3Logic
Minnesota
– -$242K -3,401 Closed
PTP
1312
Platform Technology Partners
New York
– -$229K -3,207 Closed
LAS
1313
LWM Advisory Services
Florida
– -$221K -3,093 Closed
IWP
1314
Insight Wealth Partners
Texas
– -$219K -3,071 Closed
TC
1315
TAP Consulting
Missouri
– -$218K -3,051 Closed
OWA
1316
Octavia Wealth Advisors
Ohio
– -$216K -3,023 Closed
GHAM
1317
Gilman Hill Asset Management
Connecticut
– -$214K -3,000 Closed
GC
1318
Gratus Capital
Georgia
– -$213K -2,992 Closed
LBC
1319
Lowe Brockenbrough & Co
Virginia
– -$213K -2,980 Closed
WCWM
1320
Wooster Corthell Wealth Management
Connecticut
– -$211K -2,952 Closed
SNBOSD
1321
Security National Bank of So Dak
Iowa
– -$207K -2,895 Closed
SWM
1322
Selective Wealth Management
Virginia
– -$176K -2,464 Closed
BCP
1323
Blue Chip Partners
Michigan
– -$148K -2,079 Closed
ACM
1324
Absolute Capital Management
Pennsylvania
– -$109K -1,521 Closed
FA
1325
Financial Advantage
Maryland
– -$98K -1,383 Closed
50 51 52
53
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BND Hedge Fund Activity: Q4 2022 in Review

1,246 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2022, worth a combined $54B — up 16% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new BND positions and 92 closed out — a net gain of 126 holders — while 477 added to existing stakes and 460 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.02B. The largest seller was RWA Wealth Partners, cutting an estimated $141M.

  • 1,246 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2022, up from 1,147 in Q3 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q4 2022, up 16% quarter-over-quarter.
  • 218 funds opened new Vanguard Total Bond Market positions in Q4 2022 and 92 closed out, a net change of +126 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2022 was Goldman Sachs, an estimated $1.02B added.
  • The largest Vanguard Total Bond Market seller in Q4 2022 was RWA Wealth Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2022.