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Vanguard Total Bond Market

1,246 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 477 increasing their positions, 460 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 92

16% more capital invested

Capital invested by funds: $46.6B → $54B (+$7.39B)

15% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $5.19M

12% more funds holding in top 10

Funds holding in top 10: 185208 (+23)

9% more funds holding

Funds holding: 1,1471,246 (+99)

4% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 460

0.26% more ownership

Funds ownership: 59.83%60.08% (+0.26%)

Holders
1,246
Holders Change
+99
Holders Change %
+8.63%
% of All Funds
20.03%
Holding in Top 10
208
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+12.43%
% of All Funds
3.34%
New
218
Increased
477
Reduced
460
Closed
92
Calls
$5.99M
Puts
$5.19M
Net Calls
+$797K
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
176
JT Stratford LLC
Georgia
$19.6M -$913K -12,741 -4%
IFA
177
Index Fund Advisors
California
$19.5M +$771K +10,760 +4%
KWM
178
Kingsview Wealth Management
Oregon
$19.4M +$2.26M +31,603 +13%
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$19.2M -$8.84M -123,444 -32%
RA
180
Riversedge Advisors
Delaware
$19.1M -$353K -4,930 -2%
KL
181
KWMG LLC
Kansas
$19M +$1.11M +15,436 +6%
CST
182
Charles Schwab Trust
Nevada
$18.7M -$1.52M -21,278 -8%
Natixis Advisors
183
Natixis Advisors
Massachusetts
$18.5M +$486K +6,786 +3%
RCS
184
Retirement Capital Strategies
California
$18.5M +$18M +251,517 +4,182%
USAA
185
United Services Automobile Association
Texas
$18.5M -$580K -8,100 -3%
HHRDM
186
H&H Retirement Design & Management
Nevada
$18.4M -$151K -2,106 -0.8%
AWM
187
Apollon Wealth Management
South Carolina
$18M +$1.25M +17,517 +8%
NB
188
Nicolet Bankshares
Wisconsin
$17.9M +$4.81M +67,113 +37%
DK
189
David Kennon
Florida
$17.8M +$131K +1,834 +0.7%
RIG
190
RiverFront Investment Group
Virginia
$17.7M -$4.61M -64,351 -3%
Barclays
191
Barclays
United Kingdom
$17.7M -$1.49M -20,841 -8%
TCM
192
TD Capital Management
Tennessee
$17.2M -$890K -12,423 -5%
CFA
193
Cahill Financial Advisors
Minnesota
$16.8M +$2M +27,905 +14%
KAS
194
Kestra Advisory Services
Texas
$16.7M +$3.99M +55,648 +31%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$16.6M +$6.45M +90,096 +64%
ST
196
Smithfield Trust
Pennsylvania
$16.3M -$3.13M -43,698 -16%
EWM
197
Executive Wealth Management
Michigan
$16.2M +$15.1M +210,258 +1,338%
TA
198
Trellis Advisors
Washington
$16.1M +$1.32M +18,373 +9%
EPM
199
Elm Partners Management
Pennsylvania
$15.8M +$6.78M +94,583 +75%
FA
200
FDx Advisors
Illinois
$15.2M +$2.47M +34,485 +19%

BND Hedge Fund Activity: Q4 2022 in Review

1,246 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2022, worth a combined $54B — up 16% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new BND positions and 92 closed out — a net gain of 126 holders — while 477 added to existing stakes and 460 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.02B. The largest seller was RWA Wealth Partners, cutting an estimated $141M.

  • 1,246 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2022, up from 1,147 in Q3 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q4 2022, up 16% quarter-over-quarter.
  • 218 funds opened new Vanguard Total Bond Market positions in Q4 2022 and 92 closed out, a net change of +126 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2022 was Goldman Sachs, an estimated $1.02B added.
  • The largest Vanguard Total Bond Market seller in Q4 2022 was RWA Wealth Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2022.