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Vanguard Total Bond Market

1,259 hedge funds and large institutions have $54B invested in Vanguard Total Bond Market in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 527 increasing their positions, 475 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $9.43M | Put options by funds: $3.72M

48% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 475

2.26% more ownership

Funds ownership: 60.08%62.34% (+2.3%)

1% more funds holding

Funds holding: 1,2461,259 (+13)

0% less capital invested

Capital invested by funds: $54B → $54B (-$19M)

5% less funds holding in top 10

Funds holding in top 10: 208197 (-11)

Holders
1,259
Holders Change
+13
Holders Change %
+1.04%
% of All Funds
20.06%
Holding in Top 10
197
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.29%
% of All Funds
3.14%
New
133
Increased
527
Reduced
475
Closed
90
Calls
$9.43M
Puts
$3.72M
Net Calls
+$5.71M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$7.29B +$313M +4,272,405 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$5.59B +$720M +9,840,493 +15%
Morgan Stanley
3
Morgan Stanley
New York
$4.95B +$192M +2,617,703 +4%
Creative Planning
4
Creative Planning
Kansas
$3.17B +$195M +2,658,707 +7%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.07B +$2.29M +31,340 +0.1%
LPL Financial
6
LPL Financial
California
$2.23B -$31.5M -429,842 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.59B +$9.94M +135,781 +0.6%
SEI Investments
8
SEI Investments
Pennsylvania
$1.45B +$40.6M +555,121 +3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28B -$68.6M -938,110 -5%
Wells Fargo
10
Wells Fargo
California
$1.22B -$32.4M -442,595 -3%
Vanguard Group
11
Vanguard Group
Pennsylvania
$1.2B +$238M +3,255,011 +25%
Goldman Sachs
12
Goldman Sachs
New York
$1.15B -$24.2M -330,928 -2%
Bank of America
13
Bank of America
North Carolina
$1.05B -$136M -1,856,273 -12%
AF
14
Allworth Financial
California
$1.04B +$30.1M +411,967 +3%
BlackRock
15
BlackRock
New York
$968M -$48.5M -662,340 -5%
MIS
16
Morningstar Investment Services
Illinois
$660M +$2.89M +39,561 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$589M +$12.1M +165,864 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$397M +$2.72M +37,226 +0.7%
Ameriprise
19
Ameriprise
Minnesota
$358M +$34.6M +472,738 +11%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$357M -$30.2M -412,081 -8%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$313M -$28.9M -395,053 -9%
UBS Group
22
UBS Group
Switzerland
$292M +$13.5M +184,526 +5%
OWM
23
Orgel Wealth Management
Wisconsin
$279M +$11.4M +155,149 +4%
GEM
24
Global Endowment Management
North Carolina
$241M +$2.78M +38,000 +1%
FWI
25
Facet Wealth Inc
Maryland
$236M +$7.5M +102,467 +3%

BND Hedge Fund Activity: Q1 2023 in Review

1,259 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2023, worth a combined $54B — down 0.04% from $54B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new BND positions and 90 closed out — a net gain of 43 holders — while 527 added to existing stakes and 475 trimmed.

The largest buyer was Summit Wealth Group, opening a new position worth an estimated $2.27B. The largest seller was Jane Street, cutting an estimated $260M.

  • 1,259 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2023, up from 1,246 in Q4 2022.
  • Funds reported $54B of Vanguard Total Bond Market stock for Q1 2023, down 0.04% quarter-over-quarter.
  • 133 funds opened new Vanguard Total Bond Market positions in Q1 2023 and 90 closed out, a net change of +43 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2023 was Summit Wealth Group, an estimated $2.27B added.
  • The largest Vanguard Total Bond Market seller in Q1 2023 was Jane Street, an estimated $260M sold.

Based on aggregated 13F filings for Q1 2023.