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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
CA
151
CoreCap Advisors
Michigan
$27.2M +$27.4M +373,871 New
SIM
152
Stratos Investment Management
Ohio
$27.1M +$2.05M +27,941 +8%
AAG
153
Armstrong Advisory Group
Massachusetts
$27M +$237K +3,238 +0.9%
US Bancorp
154
US Bancorp
Minnesota
$26.7M -$4.18M -57,026 -13%
ERIC
155
Eagle Rock Investment Company
Georgia
$26.4M +$2.95M +40,324 +12%
GW
156
GW & Wade
Massachusetts
$26.2M +$1.12M +15,267 +4%
AL
157
Aspiriant LLC
California
$25.9M -$124K -1,693 -0.5%
SFG
158
SNS Financial Group
Minnesota
$25.5M -$2.39M -32,626 -9%
NC
159
NewSquare Capital
Pennsylvania
$25.4M +$1.12M +15,339 +5%
CAAS
160
Capital Asset Advisory Services
Michigan
$24.8M -$1.04M -14,252 -4%
LPT
161
Legacy Private Trust
Wisconsin
$24.7M -$19.8M -270,543 -44%
AWM
162
Apollon Wealth Management
South Carolina
$24.7M +$1.73M +23,553 +7%
BIA
163
BHK Investment Advisors
Alabama
$24.7M -$103K -1,406 -0.4%
NOI
164
Newton One Investments
Delaware
$24.3M +$174K +2,374 +0.7%
PFM
165
Phillips Financial Management
Indiana
$23.4M +$1.47M +20,022 +7%
SWA
166
Strategies Wealth Advisors
Michigan
$22.9M +$701K +9,574 +3%
CA
167
Crewe Advisors
Utah
$22.5M +$9.05M +123,575 +67%
Cerity Partners
168
Cerity Partners
New York
$22.3M +$459K +6,263 +2%
KL
169
KWMG LLC
Kansas
$22M +$2.44M +33,351 +12%
ACS
170
Archford Capital Strategies
Illinois
$22M +$525K +7,168 +2%
PWM
171
Perigon Wealth Management
California
$21.7M +$469K +6,408 +2%
PWMG
172
Prestige Wealth Management Group
New Jersey
$21.5M -$13.7K -187 -0.1%
TFF
173
The Family Firm
Maryland
$21.5M +$233K +3,177 +1%
TFA
174
Transamerica Financial Advisors
Florida
$21.5M +$256K +3,496 +1%
PMA
175
Prudent Man Advisors
Illinois
$21.4M -$187K -2,558 -0.9%

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.