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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
SSWM
1326
Strait & Sound Wealth Management
California
-$221K -2,998 Closed
BFA
1327
Bill Few Associates
Pennsylvania
-$221K -2,992 Closed
WFPG
1328
Waller Financial Planning Group
Ohio
-$217K -2,941 Closed
VCAM
1329
Van Cleef Asset Management
Ohio
-$217K -2,935 Closed
TCMP
1330
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$211K -2,867 Closed
WA
1331
Wealth Alliance
New York
-$202K -2,740 Closed
PFA
1332
Pathway Financial Advisors
Vermont
-$202K -2,737 Closed
RPWA
1333
Regent Peak Wealth Advisors
Georgia
-$202K -2,730 Closed
VCM
1334
Vivaldi Capital Management
Illinois
-$201K -2,729 Closed
PWPS
1335
Pinnacle Wealth Planning Services
Ohio
-$200K -2,712 Closed
FA
1336
Faithward Advisors
Pennsylvania
-$171K -2,310 Closed
AWM
1337
Activest Wealth Management
Florida
-$134K -1,819 Closed
CWM
1338
Compass Wealth Management
Connecticut
-$130K -1,759 Closed
WPA
1339
West Paces Advisors
Georgia
-$88.6K -1,200 Closed
2L
1340
25 LLC
Missouri
-$61K -831 Closed
BA
1341
Bellwether Advisors
Nebraska
-$59.4K -804 Closed
PPWM
1342
PFG Private Wealth Management
Florida
-$55.9K -757 Closed
AWM
1343
Accel Wealth Management
Iowa
-$50.2K -680 Closed
HPC
1344
HM Payson & Co
Maine
-$49.5K -671 Closed
MA
1345
Mangham Associates
Virginia
-$39K -527 Closed
T2I
1346
Turim 21 Investimentos
Brazil
-$35.7K -484 Closed
TCWA
1347
Ten Capital Wealth Advisors
Washington
-$32.7K -443 Closed
GA
1348
GoalVest Advisory
New York
-$31.7K -430 Closed
NECFA
1349
New England Capital Financial Advisors
Connecticut
-$24.1K -327 Closed
JIR
1350
James Investment Research
Ohio
-$12K -156 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.