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Vanguard Total Bond Market

1,148 hedge funds and large institutions have $46.7B invested in Vanguard Total Bond Market in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 470 increasing their positions, 476 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $6.98M | Put options by funds: $5.32M

1.47% more ownership

Funds ownership: 58.44%59.91% (+1.5%)

1% less capital invested

Capital invested by funds: $47.2B → $46.7B (-$526M)

1% less repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 476

2% less funds holding in top 10

Funds holding in top 10: 189186 (-3)

3% less funds holding

Funds holding: 1,1881,148 (-40)

25% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 102

Holders
1,148
Holders Change
-40
Holders Change %
-3.37%
% of All Funds
19.77%
Holding in Top 10
186
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.59%
% of All Funds
3.2%
New
77
Increased
470
Reduced
476
Closed
102
Calls
$6.98M
Puts
$5.32M
Net Calls
+$1.66M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
126
Phillips Financial Management
Indiana
$28.2M +$243K +3,251 +0.8%
DT
127
Daniels + Tansey
Delaware
$27.9M -$39.3K -525 -0.1%
Allspring Global Investments
128
Allspring Global Investments
North Carolina
$27.9M +$782K +10,448 +3%
AIP
129
Ameritas Investment Partners
Nebraska
$27.3M -$973K -13,000 -3%
GJIC
130
Gamble Jones Investment Counsel
California
$27.3M -$244K -3,261 -0.8%
OCG
131
Opus Capital Group
Ohio
$27M -$761K -10,166 -3%
TA
132
Tectonic Advisors
Texas
$27M -$127K -1,695 -0.4%
PCWA
133
Pacific Capital Wealth Advisors
California
$26.5M +$5.3M +70,811 +24%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$26.3M +$1.28M +17,130 +5%
SFG
135
SNS Financial Group
Minnesota
$26.2M -$7.57M -101,158 -22%
FI
136
FIDELIS iM
Oregon
$25.8M -$930K -12,430 -3%
LPT
137
Legacy Private Trust
Wisconsin
$25.1M +$1.75M +23,418 +7%
NC
138
NewSquare Capital
Pennsylvania
$24.3M -$1.02M -13,633 -4%
CA
139
Cetera Advisors
Colorado
$24.1M -$6.65M -88,905 -21%
CA
140
CoreCap Advisors
Michigan
$24M +$2.05M +27,334 +9%
GC
141
Gilbert & Cook
Iowa
$23.7M -$21M -280,783 -45%
BIA
142
BHK Investment Advisors
Alabama
$23.5M -$2.79M -37,289 -10%
ERIC
143
Eagle Rock Investment Company
Georgia
$23.1M +$1.75M +23,342 +8%
SIM
144
Stratos Investment Management
Ohio
$23M +$255K +3,407 +1%
IA
145
IFP Advisors
Florida
$22.9M +$2.48M +33,185 +14%
GWM
146
Grand Wealth Management
Michigan
$22.9M -$1.53M -20,479 -6%
ASW
147
Astoria Strategic Wealth
Texas
$22.8M -$14.4M -192,752 -38%
BWM
148
Baystate Wealth Management
Massachusetts
$22.4M -$957K -12,784 -4%
PS
149
Portfolio Solutions
Michigan
$22M +$9.52M +127,245 +70%
TFF
150
The Family Firm
Maryland
$21.7M -$1.28M -17,108 -5%

BND Hedge Fund Activity: Q3 2022 in Review

1,148 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2022, worth a combined $46.7B — down 1.1% from $47.2B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of BND and 77 opened new positions — a net loss of 25 holders — while 476 trimmed existing stakes and 470 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.96B. The largest seller was Goldman Sachs, cutting an estimated $292M.

  • 1,148 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2022, down from 1,188 in Q2 2022.
  • Funds reported $46.7B of Vanguard Total Bond Market stock for Q3 2022, down 1.1% quarter-over-quarter.
  • 77 funds opened new Vanguard Total Bond Market positions in Q3 2022 and 102 closed out, a net change of -25 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2022 was JP Morgan Chase, an estimated $1.96B added.
  • The largest Vanguard Total Bond Market seller in Q3 2022 was Goldman Sachs, an estimated $292M sold.

Based on aggregated 13F filings for Q3 2022.