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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
BC
126
Bricktown Capital
Michigan
$35.7M
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$35.4M -$475K -6,488 -1%
Boston Partners
128
Boston Partners
Massachusetts
$35M
SOAG
129
Silver Oak Advisory Group
Oregon
$34.9M +$475K +6,487 +1%
FWM
130
Focused Wealth Management
New York
$34.2M +$601K +8,208 +2%
BWM
131
Baystate Wealth Management
Massachusetts
$34M -$2.73M -37,292 -7%
FMII
132
Farmers & Merchants Investments Inc
Nebraska
$33.8M +$1.35M +18,431 +4%
PAG
133
Private Advisor Group
New Jersey
$33.6M -$416K -5,676 -1%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$33.2M +$413K +5,644 +1%
VAS
135
Vestmark Advisory Solutions
Massachusetts
$32.8M +$9.29M +126,889 +39%
HDIM
136
Hanson & Doremus Investment Management
Vermont
$32.5M +$2.07M +28,269 +7%
SWG
137
Summit Wealth Group
Vermont
$32.5M -$2.24B -30,641,195 -99%
PI
138
PFS Investments
Georgia
$32.4M +$4.48M +61,185 +16%
PCWA
139
Pacific Capital Wealth Advisors
California
$32.2M +$8.03M +109,604 +33%
SCM
140
Stordahl Capital Management
Colorado
$30.2M +$206K +2,813 +0.7%
RRCM
141
Rappaport Reiches Capital Management
Illinois
$29.9M -$234K -3,195 -0.8%
FI
142
FIDELIS iM
Oregon
$29.9M +$497K +6,788 +2%
TA
143
Tectonic Advisors
Texas
$29.2M +$1.84M +25,081 +7%
AWM
144
AE Wealth Management
Kansas
$29.1M +$845K +11,539 +3%
DADC
145
D.A. Davidson & Co
Montana
$29M +$12.2M +166,399 +72%
SRC
146
Shufro Rose & Co
New York
$28.9M +$25.3M +345,405 +666%
AIP
147
Ameritas Investment Partners
Nebraska
$28.4M +$1.76M +24,000 +7%
CWM
148
Cornerstone Wealth Management
Missouri
$28.1M -$378K -5,166 -1%
PCA
149
Pallas Capital Advisors
Massachusetts
$28M +$13.6M +185,545 +93%
AFFA
150
ALM First Financial Advisors
Texas
$27.3M

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.