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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
MWM
1326
Madison Wealth Management
Ohio
-$210K -2,920 Closed
W
1327
WealthOne
New York
-$209K -2,911 Closed
KF
1328
Krilogy Financial
Missouri
-$208K -2,898 Closed
CCG
1329
Cypress Capital Group
Florida
-$205K -2,848 Closed
WA
1330
WESPAC Advisors
California
-$203K -2,825 Closed
NCM
1331
NCM Capital Management
New Jersey
-$203K -2,823 Closed
LF
1332
Lantz Financial
Illinois
-$202K -2,810 Closed
CAI
1333
Capital Advisors Inc
Oklahoma
-$200K -2,787 Closed
WCM
1334
Whitener Capital Management
North Carolina
-$200K -2,786 Closed
LF
1335
Lee Financial
Texas
-$180K -2,500 Closed
SSG
1336
Summit Securities Group
New York
-$180K -2,500 Closed
CAS
1337
Coppell Advisory Solutions
Texas
-$74.1K -1,031 Closed
CASC
1338
Coppell Advisory Solutions Corp
Texas
-$74.1K -1,031 Closed
EE
1339
EWG Elevate
California
-$67K -932 Closed
DWP
1340
Destiny Wealth Partners
Florida
-$43.1K -600 Closed
ZIG
1341
Zullo Investment Group
Pennsylvania
-$30.8K -429 Closed
PCA
1342
Providence Capital Advisors
North Carolina
-$28.5K -397 Closed
AIM
1343
Anchor Investment Management
South Carolina
-$24.8K -345 Closed
IBOK
1344
Independence Bank of Kentucky
Kentucky
-$24K -333 Closed
RBC
1345
Romano Brothers & Co
Illinois
-$21.8K -303 Closed
IF
1346
Integrity Financial
Wyoming
-$16.1K -224 Closed
MSCM
1347
McElhenny Sheffield Capital Management
Texas
-$15.2K -211 Closed
MWM
1348
MinichMacGregor Wealth Management
New York
-$13.9K -193 Closed
LWP
1349
Lumature Wealth Partners
Georgia
-$12.9K -179 Closed
TC
1350
Truvestments Capital
Florida
-$12.4K -172 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.