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Vanguard Total Bond Market

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: 185208 (+23)

9% more funds holding

Funds holding: 1,1471,246 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
126
Pathstone Family Office
New Jersey
$32.5M +$20.7M +289,034 +1,068%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.3M +$32.2M +449,272 New
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$31.9M +$5.39M +75,262 +20%
HDIM
129
Hanson & Doremus Investment Management
Vermont
$30.8M +$2.05M +28,639 +7%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$30.1M +$30.1M +419,639 New
SCM
131
Stordahl Capital Management
Colorado
$29.7M -$552K -7,706 -2%
DT
132
Daniels + Tansey
Delaware
$29.3M +$1.19M +16,576 +4%
TA
133
Tectonic Advisors
Texas
$28.7M +$1.45M +20,294 +5%
COI
134
Connable Office Inc
Michigan
$28.1M +$28M +390,899 New
PI
135
PFS Investments
Georgia
$28.1M -$570K -7,964 -2%
CCM
136
Coldstream Capital Management
Washington
$28M +$27.9M +389,543 New
FMII
137
Farmers & Merchants Investments Inc
Nebraska
$27.7M -$4.38M -61,186 -14%
AIP
138
Ameritas Investment Partners
Nebraska
$27.5M -$788K -11,000 -3%
FI
139
FIDELIS iM
Oregon
$27.3M +$1.32M +18,382 +5%
SFG
140
SNS Financial Group
Minnesota
$27.1M +$677K +9,445 +3%
AFFA
141
ALM First Financial Advisors
Texas
$26.9M +$26.9M +375,000 New
CAAS
142
Capital Asset Advisory Services
Michigan
$26.8M +$26.7M +372,491 New
FWM
143
Focused Wealth Management
New York
$26.6M -$18.8M -262,262 -41%
AWM
144
AE Wealth Management
Kansas
$26.6M -$2.92M -40,729 -10%
ASW
145
Astoria Strategic Wealth
Texas
$26.5M +$3.46M +48,356 +15%
CA
146
CoreCap Advisors
Michigan
$26.3M +$2.11M +29,403 +9%
AL
147
Aspiriant LLC
California
$26.1M -$3.77M -52,587 -13%
GW
148
GW & Wade
Massachusetts
$25.5M +$7.65M +106,751 +43%
LPT
149
Legacy Private Trust
Wisconsin
$24.6M -$692K -9,658 -3%
NC
150
NewSquare Capital
Pennsylvania
$24.5M +$43.6K +609 +0.2%

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.