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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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$36.5M +$3.6M +49,158 +11%
EWA
127
EP Wealth Advisors
California
$36.4M +$25.9M +353,686 +206%
BC
128
Bricktown Capital
Michigan
$36.3M -$14.9M -203,000 -29%
Boston Partners
129
Boston Partners
Massachusetts
$36.1M
SOAG
130
Silver Oak Advisory Group
Oregon
$35M +$802K +10,957 +2%
BMCM
131
Bryn Mawr Capital Management
Pennsylvania
$34.7M +$11.1M +152,239 +48%
PAG
132
Private Advisor Group
New Jersey
$34.5M +$5.33M +72,833 +18%
FWM
133
Focused Wealth Management
New York
$34.1M +$6.74M +92,168 +25%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$33.3M -$281K -3,839 -0.8%
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$33M +$4.43M +60,483 +16%
US Bancorp
136
US Bancorp
Minnesota
$31.3M +$6.09M +83,183 +24%
GCM
137
G2 Capital Management
Ohio
$31.3M +$7.21M +98,520 +30%
HDIM
138
Hanson & Doremus Investment Management
Vermont
$30.9M -$680K -9,293 -2%
RRCM
139
Rappaport Reiches Capital Management
Illinois
$30.6M -$7.18M -98,073 -19%
SCM
140
Stordahl Capital Management
Colorado
$30.5M -$1.39K -19 -0%
FI
141
FIDELIS iM
Oregon
$29.9M +$1.8M +24,649 +6%
CWM
142
Cornerstone Wealth Management
Missouri
$28.9M +$28.6M +391,366 New
AWM
143
AE Wealth Management
Kansas
$28.7M +$1.43M +19,602 +5%
PI
144
PFS Investments
Georgia
$28.6M -$458K -6,260 -2%
SFG
145
SNS Financial Group
Minnesota
$28.3M +$479K +6,550 +2%
TA
146
Tectonic Advisors
Texas
$27.8M -$1.68M -22,914 -6%
AFFA
147
ALM First Financial Advisors
Texas
$27.7M
EPM
148
Elm Partners Management
Pennsylvania
$27.7M +$11.3M +154,915 +70%
AAG
149
Armstrong Advisory Group
Massachusetts
$27.2M -$40.1M -547,444 -60%
AIP
150
Ameritas Investment Partners
Nebraska
$27.1M -$379K -5,175 -1%

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.