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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
AA
176
Axiom Advisory
California
$20.2M +$5.93K +81 +0%
GRP
177
Global Retirement Partners
California
$20.2M +$6.6M +90,155 +49%
WB
178
WesBanco Bank
West Virginia
$20M -$577K -7,889 -3%
CF
179
Corrigan Financial
Rhode Island
$20M +$6.89M +94,187 +53%
AAM
180
Ameraudi Asset Management
New York
$19.9M -$5.06M -69,204 -20%
KL
181
KWMG LLC
Kansas
$19.9M +$358K +4,894 +2%
RA
182
Riversedge Advisors
Delaware
$19.7M +$60.6K +828 +0.3%
IC
183
Inscription Capital
Texas
$19.6M +$8.37M +114,342 +75%
CFC
184
Coyle Financial Counsel
Illinois
$19.6M -$608K -8,306 -3%
CB
185
Commerce Bank
Missouri
$19.5M +$15.1M +206,901 +363%
GAM
186
Gotham Asset Management
New York
$19.1M +$18.9M +258,650 New
IFA
187
Index Fund Advisors
California
$19.1M -$953K -13,028 -5%
CFG
188
Carr Financial Group
Massachusetts
$18.8M +$9.05M +123,742 +94%
RWP
189
RWA Wealth Partners
Massachusetts
$18.7M -$1.93M -26,444 -9%
NB
190
Nicolet Bankshares
Wisconsin
$18.6M +$196K +2,673 +1%
CST
191
Charles Schwab Trust
Nevada
$18.6M -$618K -8,451 -3%
BWM
192
Benchmark Wealth Management
Connecticut
$18.5M +$2.9M +39,608 +19%
JSL
193
JT Stratford LLC
Georgia
$18.4M -$1.77M -24,148 -9%
USAA
194
United Services Automobile Association
Texas
$18.2M -$767K -10,478 -4%
PPC
195
Park Place Capital
Alabama
$18.2M -$6.44M -88,041 -26%
CFA
196
Cahill Financial Advisors
Minnesota
$18.2M +$915K +12,503 +5%
WANY
197
Wealthspire Advisors (New York)
New York
$18.2M -$5.15M -70,428 -22%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$17.9M -$4.34M -59,289 -20%
CL
199
Choreo LLC
Illinois
$17.9M -$35.9M -490,773 -67%
EWM
200
Executive Wealth Management
Michigan
$17.6M +$888K +12,138 +5%

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.