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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
JP Morgan Chase
1
JP Morgan Chase
New York
$6.79B +$497M +6,935,497 +8%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$4.74B +$856M +11,947,873 +22%
Morgan Stanley
3
Morgan Stanley
New York
$4.63B +$505M +7,045,711 +12%
AWA
4
Arete Wealth Advisors
Illinois
$3.24B +$1.58M +22,084 +96%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.98B -$83.8M -1,170,184 -3%
Creative Planning
6
Creative Planning
Kansas
$2.89B +$217M +3,023,385 +8%
LPL Financial
7
LPL Financial
California
$2.2B -$29.9M -417,770 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.54B -$13.7M -191,077 -0.9%
SEI Investments
9
SEI Investments
Pennsylvania
$1.37B -$89.6M -1,250,305 -6%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.32B -$77.9M -1,087,109 -6%
Wells Fargo
11
Wells Fargo
California
$1.22B -$7.66M -106,961 -0.6%
Bank of America
12
Bank of America
North Carolina
$1.16B +$433M +6,042,647 +60%
Goldman Sachs
13
Goldman Sachs
New York
$1.14B +$1.02B +14,259,961 +870%
BlackRock
14
BlackRock
New York
$989M -$38.6M -538,378 -4%
AF
15
Allworth Financial
California
$982M -$9.56M -133,457 -1%
Vanguard Group
16
Vanguard Group
Pennsylvania
$934M +$10.5M +147,175 +1%
MIS
17
Morningstar Investment Services
Illinois
$650M -$17.5M -243,675 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$561M -$10.5M -146,842 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$383M +$7.07M +98,706 +2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$377M +$85.9M +1,199,359 +30%
State Street
21
State Street
Massachusetts
$361M +$98.2M +1,370,248 +37%
Jane Street
22
Jane Street
New York
$338M +$319M +4,456,002 +1,745%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$333M -$59.4M -829,877 -15%
Ameriprise
24
Ameriprise
Minnesota
$314M -$18.4M -257,404 -6%
UBS Group
25
UBS Group
Switzerland
$271M +$19.1M +267,276 +8%

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.