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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
JP Morgan Chase
1
JP Morgan Chase
New York
$7.68B +$506M +6,908,686 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$6.15B +$646M +8,812,860 +12%
Morgan Stanley
3
Morgan Stanley
New York
$5.85B +$987M +13,478,037 +20%
Creative Planning
4
Creative Planning
Kansas
$3.61B +$495M +6,759,628 +16%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.08B +$56.3M +767,942 +2%
LPL Financial
6
LPL Financial
California
$2.26B +$61.5M +839,457 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.61B +$43.1M +588,625 +3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.45B +$268M +3,655,791 +22%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37B +$107M +1,466,506 +8%
Wells Fargo
10
Wells Fargo
California
$1.25B +$51.8M +706,960 +4%
Goldman Sachs
11
Goldman Sachs
New York
$1.15B +$17.1M +233,085 +1%
SEI Investments
12
SEI Investments
Pennsylvania
$1.07B -$361M -4,924,590 -25%
AF
13
Allworth Financial
California
$1.06B +$39.4M +538,385 +4%
Bank of America
14
Bank of America
North Carolina
$1.03B -$10.6M -144,658 -1%
BlackRock
15
BlackRock
New York
$929M -$24.2M -330,243 -3%
MIS
16
Morningstar Investment Services
Illinois
$657M +$4.32M +59,010 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$585M +$5.21M +71,096 +0.9%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$356M +$4.46M +60,931 +1%
OWM
19
Orgel Wealth Management
Wisconsin
$347M +$72.3M +987,085 +26%
Ameriprise
20
Ameriprise
Minnesota
$345M -$7.16M -97,714 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$316M -$74.9M -1,022,271 -19%
UBS Group
22
UBS Group
Switzerland
$310M +$22.8M +311,234 +8%
FWI
23
Facet Wealth Inc
Maryland
$302M +$75.4M +1,029,549 +32%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$302M -$6.51M -88,817 -2%
OPAM
25
Ocean Park Asset Management
California
$243M +$184M +2,507,158 +299%

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.