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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
BWM
201
Benchmark Wealth Management
Connecticut
$15.2M -$315K -4,392 -2%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$15M +$2.74M +38,312 +22%
BFA
203
Bluestem Financial Advisors
Illinois
$15M +$519K +7,246 +4%
HL
204
Hernani LP
Jersey
$15M +$14.9M +208,250 New
AAS
205
Avantax Advisory Services
Texas
$14.7M -$516K -7,210 -3%
SAG
206
SageView Advisory Group
California
$14.4M +$14.4M +200,392 New
IWM
207
IHT Wealth Management
Illinois
$14.3M -$43.4K -606 -6%
MWM
208
McNaughton Wealth Management
California
$14.2M -$696K -9,718 -5%
MCWS
209
McKinley Carter Wealth Services
West Virginia
$14.2M +$5.43M +75,808 +62%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$14.1M +$2.24M +31,244 +19%
BOH
211
Bank of Hawaii
Hawaii
$14M +$3.16M +44,078 +29%
COCM
212
Charter Oak Capital Management
New Hampshire
$14M -$2.79M -38,998 -17%
FCC
213
Flower City Capital
New York
$13.7M +$13.7M +190,710 New
WF
214
Whelan Financial
California
$13.5M -$155K -2,158 -1%
FWA
215
FOCUS Wealth Advisors
Texas
$13.3M -$116K -1,620 -0.9%
BFEC
216
Benjamin F. Edwards & Company
Missouri
$13.2M -$224K -3,125 -2%
GRP
217
Global Retirement Partners
California
$13.1M -$27.4K -382 -0.2%
DI
218
DFPG Investments
Utah
$13M +$11.3M +157,175 +832%
VWA
219
Visionary Wealth Advisors
Illinois
$13M -$3.17M -44,264 -20%
SA
220
SAM Advisors
California
$12.9M +$12.9M +180,153 New
FAIM
221
Financial Advocates Investment Management
Washington
$12.9M +$2.64M +36,869 +26%
JF
222
Joule Financial
Kentucky
$12.8M +$10.4M +145,601 +440%
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
$12.8M +$3.75M +52,366 +42%
AA
224
Atmos Advisory
Pennsylvania
$12.8M -$2.14M -29,917 -14%
CF
225
Corrigan Financial
Rhode Island
$12.7M +$153K +2,141 +1%

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.