We are live on ! Find out more
BND icon

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
PBF
201
Petix & Botte Financial
California
$17.2M +$9.27M +126,512 +114%
EWM
202
Executive Wealth Management
Michigan
$17.2M -$114K -1,551 -0.7%
CL
203
Choreo LLC
Illinois
$17.1M -$455K -6,206 -3%
TA
204
Trellis Advisors
Washington
$17.1M +$406K +5,546 +2%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$17.1M -$553K -7,543 -3%
WANY
206
Wealthspire Advisors (New York)
New York
$17.1M -$792K -10,815 -4%
TC
207
TownSquare Capital
Utah
$17.1M +$16.5M +225,614 +2,445%
Lido Advisors
208
Lido Advisors
California
$17M +$850K +11,598 +5%
ST
209
Smithfield Trust
Pennsylvania
$17M +$145K +1,979 +0.9%
DAS
210
Dynamic Advisor Solutions
Arizona
$17M +$9.56M +130,479 +127%
OIA
211
OneDigital Investment Advisors
Kansas
$16.9M +$4.36M +59,488 +34%
JSL
212
JT Stratford LLC
Georgia
$16.7M -$1.35M -18,477 -7%
BFA
213
Bluestem Financial Advisors
Illinois
$16.6M +$608K +8,301 +4%
BWM
214
Brown Wealth Management
Illinois
$16.6M +$16.7M +228,096 New
VWA
215
Visionary Wealth Advisors
Illinois
$16.2M +$1.57M +21,395 +11%
Barclays
216
Barclays
United Kingdom
$16M
XF
217
XML Financial
Maryland
$15.8M +$16M +217,810 New
CCM
218
Coldstream Capital Management
Washington
$15.8M -$5.42M -74,032 -25%
PGFC
219
Peapack-Gladstone Financial Corp
New Jersey
$15.6M +$67.4K +920 +0.4%
BHWA
220
Beacon Harbor Wealth Advisors
Virginia
$15.6M +$3.86M +52,663 +33%
FAIM
221
Financial Advocates Investment Management
Washington
$15.5M -$198K -2,697 -1%
UB
222
UMB Bank
Missouri
$15.4M +$1.35M +18,432 +10%
COCM
223
Charter Oak Capital Management
New Hampshire
$15.3M +$574K +7,838 +4%
AAS
224
Avantax Advisory Services
Texas
$15M +$559K +7,628 +4%
MWM
225
McNaughton Wealth Management
California
$14.9M +$638K +8,710 +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.