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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
JP Morgan Chase
1
JP Morgan Chase
New York
$7.39B +$12.6M +175,918 +0.2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.29B +$1.42B +19,907,152 +24%
Morgan Stanley
3
Morgan Stanley
New York
$5.76B +$147M +2,061,088 +3%
Creative Planning
4
Creative Planning
Kansas
$3.87B +$414M +5,800,676 +12%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.98B +$22.5M +314,511 +0.7%
LPL Financial
6
LPL Financial
California
$2.34B +$177M +2,478,188 +8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.76B +$383M +5,367,298 +27%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.3B -$253M -3,540,369 -16%
Wells Fargo
9
Wells Fargo
California
$1.16B -$43.8M -613,771 -4%
SEI Investments
10
SEI Investments
Pennsylvania
$1.11B +$85.1M +1,192,615 +8%
Goldman Sachs
11
Goldman Sachs
New York
$1.09B -$13.6M -191,113 -1%
Bank of America
12
Bank of America
North Carolina
$1.08B +$94.3M +1,320,250 +9%
AF
13
Allworth Financial
California
$1.06B +$42M +587,703 +4%
BlackRock
14
BlackRock
New York
$889M -$3.27M -45,862 -0.4%
MIS
15
Morningstar Investment Services
Illinois
$657M +$25.9M +363,289 +4%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$555M -$779M -10,916,136 -58%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$402M -$163M -2,286,472 -28%
Osaic Holdings
18
Osaic Holdings
Arizona
$386M +$84.4M +1,181,983 +27%
Ameriprise
19
Ameriprise
Minnesota
$345M +$13.2M +184,940 +4%
OWM
20
Orgel Wealth Management
Wisconsin
$338M +$5.41M +75,760 +2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$337M -$4.87M -68,177 -1%
UBS Group
22
UBS Group
Switzerland
$296M -$1.87M -26,223 -0.6%
Charles Schwab
23
Charles Schwab
California
$268M +$205M +2,866,691 +294%
CIAS
24
CBIZ Investment Advisory Services
Ohio
$241M +$40.9M +573,348 +20%
GEM
25
Global Endowment Management
North Carolina
$220M -$7.57M -106,000 -3%

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.