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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
IFA
201
Index Fund Advisors
California
$18.2M +$105K +1,469 +0.6%
AAM
202
Ameraudi Asset Management
New York
$18.2M -$485K -6,794 -3%
LGWM
203
Litman Gregory Wealth Management
California
$17.9M +$6.12M +85,759 +50%
COI
204
Connable Office Inc
Michigan
$17.7M +$18.2M +254,264 New
NSIM
205
North Star Investment Management
Illinois
$17.6M +$10.9M +153,363 +156%
DT
206
Daniels + Tansey
Delaware
$17.5M -$15M -209,632 -36%
LRIA
207
Leonard Rickey Investment Advisors
Washington
$17.4M +$17.8M +249,793 New
TA
208
Trellis Advisors
Washington
$17.3M +$871K +12,203 +5%
SA
209
SAM Advisors
California
$17.3M -$114K -1,600 -0.6%
DAS
210
Dynamic Advisor Solutions
Arizona
$17.2M +$937K +13,122 +6%
PBF
211
Petix & Botte Financial
California
$17.2M +$678K +9,499 +4%
PPC
212
Park Place Capital
Alabama
$17.2M
CFA
213
Cahill Financial Advisors
Minnesota
$17M +$456K +6,386 +3%
IWC
214
Integrated Wealth Concepts
Massachusetts
$16.9M +$3.59M +50,255 +26%
BFA
215
Bluestem Financial Advisors
Illinois
$16.9M +$909K +12,732 +6%
CAM
216
Cobblestone Asset Management
Virginia
$16.8M +$17.2M +241,269 New
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$16.8M +$328K +4,593 +2%
TC
218
TownSquare Capital
Utah
$16.6M +$217K +3,040 +1%
FAIM
219
Financial Advocates Investment Management
Washington
$16.4M +$1.56M +21,817 +10%
OIA
220
OneDigital Investment Advisors
Kansas
$16.4M +$177K +2,485 +1%
EWM
221
Executive Wealth Management
Michigan
$16M -$500K -7,003 -3%
VWA
222
Visionary Wealth Advisors
Illinois
$16M +$464K +6,500 +3%
CST
223
Charles Schwab Trust
Nevada
$16M -$1.06M -14,872 -6%
BWM
224
Brown Wealth Management
Illinois
$15.8M -$163K -2,284 -1%
WANY
225
Wealthspire Advisors (New York)
New York
$15.7M -$763K -10,689 -5%

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.