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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
PWS
1301
Paragon Wealth Strategies
Florida
-$622K -8,423 Closed
PWA
1302
Physician Wealth Advisors
Utah
-$504K -6,875 Closed
KOC
1303
Koss-Olinger Consulting
Florida
-$462K -6,257 Closed
FWA
1304
FSM Wealth Advisors
Ohio
-$444K -6,009 Closed
IIM
1305
Ironwood Investment Management
Massachusetts
-$424K -5,742 Closed
TFG
1306
Tilson Financial Group
New Jersey
-$420K -5,687 Closed
AWA
1307
Aaron Wealth Advisors
Illinois
-$418K -5,655 Closed
CWM
1308
Congress Wealth Management
Massachusetts
-$405K -5,483 Closed
FNBT
1309
FineMark National Bank & Trust
Florida
-$366K -4,961 Closed
TCPG
1310
Trivant Custom Portfolio Group
California
-$345K -4,675 Closed
BIA
1311
Barry Investment Advisors
Massachusetts
-$316K -4,275 Closed
OFS
1312
OneAscent Financial Services
Alabama
-$299K -4,053 Closed
SEP
1313
Southland Equity Partners
Missouri
-$280K -3,792 Closed
LCWP
1314
Legacy Capital Wealth Partners
Arkansas
-$277K -3,750 Closed
CAG
1315
Crestwood Advisors Group
Massachusetts
-$273K -3,692 Closed
FWM
1316
Fingerlakes Wealth Management
New York
-$264K -3,580 Closed
WFAG
1317
Wescott Financial Advisory Group
Pennsylvania
-$256K -3,465 Closed
FCM
1318
Fortis Capital Management
Washington
-$251K -3,406 Closed
BBA
1319
BLB&B Advisors
Pennsylvania
-$248K -3,356 Closed
KA
1320
Kovack Advisors
Florida
-$246K -3,331 Closed
OWM
1321
OneAscent Wealth Management
Alabama
-$244K -3,307 Closed
PVI
1322
Pine Valley Investments
New Jersey
-$240K -3,272 Closed
WC
1323
Waterloo Capital
Texas
-$241K -3,260 Closed
CNB
1324
Camden National Bank
Maine
-$237K -3,206 Closed
HIP
1325
HUB Investment Partners
Texas
-$234K -3,168 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.