We are live on ! Find out more
BND icon

Vanguard Total Bond Market

1,276 hedge funds and large institutions have $57B invested in Vanguard Total Bond Market in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 606 increasing their positions, 428 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $4.79M | Put options by funds: $1.46M

42% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 428

19% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 99

6% more funds holding in top 10

Funds holding in top 10: 196207 (+11)

0% more funds holding

Funds holding: 1,2741,276 (+2)

0% more capital invested

Capital invested by funds: $56.9B → $57B (+$52.1M)

0.27% less ownership

Funds ownership: 60.47%60.2% (-0.27%)

Holders
1,276
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
20.25%
Holding in Top 10
207
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.61%
% of All Funds
3.29%
New
118
Increased
606
Reduced
428
Closed
99
Calls
$4.79M
Puts
$1.46M
Net Calls
+$3.33M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Apollon Wealth Management
South Carolina
$27.3M +$3.64M +51,031 +15%
AAG
152
Armstrong Advisory Group
Massachusetts
$26.9M +$1.01M +14,195 +4%
AIP
153
Ameritas Investment Partners
Nebraska
$26.9M -$357K -5,000 -1%
GW
154
GW & Wade
Massachusetts
$26.8M +$1.73M +24,214 +7%
ACS
155
Archford Capital Strategies
Illinois
$26.8M +$5.76M +80,633 +27%
AWM
156
Axxcess Wealth Management
California
$26.6M +$27.2M +381,128 New
AL
157
Aspiriant LLC
California
$26.3M +$1.46M +20,470 +6%
AFFA
158
ALM First Financial Advisors
Texas
$26.2M
KWM
159
Kingsview Wealth Management
Oregon
$25.8M +$6.37M +89,221 +32%
CAAS
160
Capital Asset Advisory Services
Michigan
$25.2M +$1.39M +19,411 +6%
NC
161
NewSquare Capital
Pennsylvania
$25M +$579K +8,115 +2%
ICG
162
InterOcean Capital Group
Tennessee
$24.9M +$24.5M +343,493 +2,534%
ERIC
163
Eagle Rock Investment Company
Georgia
$24.8M -$610K -8,543 -2%
AWM
164
AE Wealth Management
Kansas
$24.7M -$3.31M -46,390 -12%
BIA
165
BHK Investment Advisors
Alabama
$24.6M +$980K +13,722 +4%
TCM
166
TD Capital Management
Tennessee
$24.1M +$5.94M +83,206 +32%
FWM
167
Focused Wealth Management
New York
$23.6M -$9.45M -132,390 -28%
CWAG
168
Compton Wealth Advisory Group
Virginia
$23.3M +$9.39M +131,565 +65%
CFG
169
Carr Financial Group
Massachusetts
$23.2M +$3.93M +55,062 +20%
CA
170
Crewe Advisors
Utah
$23M +$1.51M +21,095 +7%
PWMG
171
Prestige Wealth Management Group
New Jersey
$23M +$2.41M +33,766 +11%
SWA
172
Strategies Wealth Advisors
Michigan
$23M +$979K +13,713 +4%
PFM
173
Phillips Financial Management
Indiana
$22.6M +$109K +1,524 +0.5%
NOI
174
Newton One Investments
Delaware
$22.3M -$1M -14,020 -4%
KL
175
KWMG LLC
Kansas
$21.8M +$712K +9,971 +3%

BND Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2023, worth a combined $57B — up 0.09% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new BND positions and 99 closed out — a net gain of 19 holders — while 606 added to existing stakes and 428 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.42B. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $779M.

  • 1,276 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2023, up from 1,274 in Q2 2023.
  • Funds reported $57B of Vanguard Total Bond Market stock for Q3 2023, up 0.09% quarter-over-quarter.
  • 118 funds opened new Vanguard Total Bond Market positions in Q3 2023 and 99 closed out, a net change of +19 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $1.42B added.
  • The largest Vanguard Total Bond Market seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $779M sold.

Based on aggregated 13F filings for Q3 2023.