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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
AL
151
Aspiriant LLC
California
$26.4M -$384K -5,250 -1%
CAAS
152
Capital Asset Advisory Services
Michigan
$26.3M -$1.23M -16,814 -5%
SIM
153
Stratos Investment Management
Ohio
$25.5M +$2.31M +31,506 +10%
GW
154
GW & Wade
Massachusetts
$25.5M -$759K -10,379 -3%
BIA
155
BHK Investment Advisors
Alabama
$25.2M +$3.8M +51,941 +18%
NC
156
NewSquare Capital
Pennsylvania
$24.7M -$499K -6,818 -2%
PCWA
157
Pacific Capital Wealth Advisors
California
$24.6M +$1.07M +14,570 +5%
NOI
158
Newton One Investments
Delaware
$24.5M +$3.31M +45,191 +16%
CAM
159
Cresset Asset Management
Illinois
$24.2M -$37K -505 -0.2%
VAS
160
Vestmark Advisory Solutions
Massachusetts
$24M +$6.87M +93,839 +41%
ERIC
161
Eagle Rock Investment Company
Georgia
$23.9M -$83.9K -1,146 -0.4%
AWM
162
Apollon Wealth Management
South Carolina
$23.3M +$4.82M +65,842 +26%
SWA
163
Strategies Wealth Advisors
Michigan
$22.6M +$2.11M +28,781 +10%
PFM
164
Phillips Financial Management
Indiana
$22.3M -$941K -12,859 -4%
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$22.2M +$2.48M +33,836 +13%
ACS
166
Archford Capital Strategies
Illinois
$22M +$10.1M +138,642 +88%
PMA
167
Prudent Man Advisors
Illinois
$21.9M +$1.03M +14,122 +5%
PWMG
168
Prestige Wealth Management Group
New Jersey
$21.9M +$21.6M +295,248 +24,604%
TFF
169
The Family Firm
Maryland
$21.6M +$787K +10,749 +4%
PWM
170
Perigon Wealth Management
California
$21.6M +$30.4K +416 +0.1%
TFA
171
Transamerica Financial Advisors
Florida
$21.5M -$13.5K -185 -0.1%
CCM
172
Coldstream Capital Management
Washington
$21.5M -$7.19M -98,219 -25%
IA
173
IFP Advisors
Florida
$21.2M -$13.4M -183,170 -42%
KWM
174
Kingsview Wealth Management
Oregon
$20.5M +$518K +7,077 +3%
HPC
175
Hobart Private Capital
North Carolina
$20.3M +$20.1M +274,830 New

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.