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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
FA
176
FDx Advisors
Illinois
$21.7M +$2.73M +38,226 +14%
TFA
177
Transamerica Financial Advisors
Florida
$21.6M +$1.06M +14,809 +5%
PWM
178
Perigon Wealth Management
California
$21.2M +$387K +5,425 +2%
PMA
179
Prudent Man Advisors
Illinois
$21M +$463K +6,489 +2%
HBT
180
Hills Bank & Trust
Iowa
$21M +$9.6M +134,462 +81%
TFF
181
The Family Firm
Maryland
$20.9M +$316K +4,429 +1%
ZF
182
Zhang Financial
Michigan
$20.9M +$2.38M +33,352 +13%
HPC
183
Hobart Private Capital
North Carolina
$20.6M +$197K +2,753 +0.9%
GAM
184
Gotham Asset Management
New York
$20.4M +$1.82M +25,475 +10%
AA
185
Axiom Advisory
California
$20.3M +$832K +11,648 +4%
CF
186
Corrigan Financial
Rhode Island
$20.3M +$544K +7,624 +3%
GRP
187
Global Retirement Partners
California
$19.9M -$62.8K -880 -0.3%
BWM
188
Benchmark Wealth Management
Connecticut
$19.8M +$1.36M +19,039 +7%
RWP
189
RWA Wealth Partners
Massachusetts
$19.8M +$2.27M +31,733 +13%
COCM
190
Charter Oak Capital Management
New Hampshire
$19.7M +$5.13M +71,804 +34%
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$19.6M +$18.3M +256,913 +1,065%
Cerity Partners
192
Cerity Partners
New York
$19.6M -$1.88M -26,304 -9%
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$19.5M +$378K +5,298 +2%
IA
194
IFP Advisors
Florida
$19.5M +$1.03M +14,450 +5%
SC
195
Stephens Consulting
Michigan
$18.7M +$407K +5,706 +2%
FWP
196
Falcon Wealth Planning
California
$18.7M +$4.8M +67,250 +34%
FMP
197
Financial Management Professionals
Texas
$18.5M +$7.1M +99,411 +60%
JSL
198
JT Stratford LLC
Georgia
$18.4M +$2.4M +33,677 +15%
CTWM
199
Cherry Tree Wealth Management
Minnesota
$18.3M +$1.6M +22,386 +9%
ST
200
Smithfield Trust
Pennsylvania
$18.2M +$1.96M +27,423 +12%

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.