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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
HPC
176
Hobart Private Capital
North Carolina
$21.3M +$1.33M +18,092 +7%
GRP
177
Global Retirement Partners
California
$21.1M +$1.26M +17,144 +6%
RBC
178
Roble Belko & Company
Pennsylvania
$21M +$9.35M +127,652 +79%
CF
179
Corrigan Financial
Rhode Island
$20.6M +$943K +12,880 +5%
KWM
180
Kingsview Wealth Management
Oregon
$20.4M +$231K +3,156 +1%
AA
181
Axiom Advisory
California
$20.3M +$420K +5,727 +2%
CFG
182
Carr Financial Group
Massachusetts
$20.1M +$1.6M +21,805 +9%
Allspring Global Investments
183
Allspring Global Investments
North Carolina
$20M -$1.91M -26,098 -9%
FA
184
FDx Advisors
Illinois
$19.8M +$4.45M +60,688 +29%
AAM
185
Ameraudi Asset Management
New York
$19.5M -$120K -1,641 -0.6%
GAM
186
Gotham Asset Management
New York
$19.4M +$554K +7,558 +3%
ZF
187
Zhang Financial
Michigan
$19.3M +$5.26M +71,795 +37%
BWM
188
Benchmark Wealth Management
Connecticut
$19.3M +$1.01M +13,831 +6%
IA
189
IFP Advisors
Florida
$19.2M +$742K +10,123 +4%
SC
190
Stephens Consulting
Michigan
$19.1M +$14.1M +192,289 +273%
TCM
191
TD Capital Management
Tennessee
$19.1M +$1.89M +25,848 +11%
IFA
192
Index Fund Advisors
California
$18.9M +$97.6K +1,333 +0.5%
CFC
193
Coyle Financial Counsel
Illinois
$18.8M -$424K -5,783 -2%
RWP
194
RWA Wealth Partners
Massachusetts
$18.3M -$123K -1,684 -0.7%
SA
195
SAM Advisors
California
$18.1M +$6.63M +90,478 +57%
WB
196
WesBanco Bank
West Virginia
$18M -$1.71M -23,356 -9%
PPC
197
Park Place Capital
Alabama
$17.9M
CST
198
Charles Schwab Trust
Nevada
$17.8M -$557K -7,609 -3%
CTWM
199
Cherry Tree Wealth Management
Minnesota
$17.4M +$17.6M +239,639 New
CFA
200
Cahill Financial Advisors
Minnesota
$17.2M -$634K -8,656 -4%

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.