We are live on ! Find out more
BND icon

Vanguard Total Bond Market

1,423 hedge funds and large institutions have $61.9B invested in Vanguard Total Bond Market in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 685 increasing their positions, 482 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $4.71M | Put options by funds: $2.13M

42% more repeat investments, than reductions

Existing positions increased: 685 | Existing positions reduced: 482

0% more funds holding in top 10

Funds holding in top 10: 239240 (+1)

1% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 124

2% less funds holding

Funds holding: 1,4461,423 (-23)

6% less capital invested

Capital invested by funds: $65.6B → $61.9B (-$3.71B)

8.52% less ownership

Funds ownership: 67.11%58.59% (-8.5%)

Holders
1,423
Holders Change
-23
Holders Change %
-1.59%
% of All Funds
20.5%
Holding in Top 10
240
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.42%
% of All Funds
3.46%
New
123
Increased
685
Reduced
482
Closed
124
Calls
$4.71M
Puts
$2.13M
Net Calls
+$2.58M
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
ATI
251
Act Two Investors
California
$15.4M +$223K +3,069 +1%
RC
252
Roundview Capital
New Jersey
$15.3M +$5.97M +82,305 +64%
Lido Advisors
253
Lido Advisors
California
$15.2M -$1.84M -25,300 -11%
CST
254
Charles Schwab Trust
Nevada
$15.1M -$647K -8,913 -4%
AA
255
Atmos Advisory
Pennsylvania
$15M +$896K +12,343 +6%
TWP
256
Triad Wealth Partners
Kansas
$14.9M +$14.9M +205,353 New
IC
257
Inscription Capital
Texas
$14.9M +$5.49M +75,697 +58%
WB
258
WesBanco Bank
West Virginia
$14.7M +$758K +10,448 +5%
WLIM
259
White Lighthouse Investment Management
Massachusetts
$14.7M +$720K +9,920 +5%
XF
260
XML Financial
Maryland
$14.7M -$411K -5,660 -3%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$14.6M -$581 -8 -0%
FWA
262
FOCUS Wealth Advisors
Texas
$14.6M +$697K +9,611 +5%
MFG
263
Merit Financial Group
Georgia
$14.5M +$5.85M +80,656 +66%
RPWA
264
Regent Peak Wealth Advisors
Georgia
$14.3M +$4.64M +63,876 +48%
LIM
265
Leavell Investment Management
Alabama
$14.3M +$426K +5,869 +3%
BNP Paribas Financial Markets
266
BNP Paribas Financial Markets
France
$14.2M -$8.4M -115,686 -37%
WA
267
WBH Advisory
Maryland
$14.1M +$1.34M +18,481 +11%
SPIA
268
Steward Partners Investment Advisory
New York
$14M +$1.5M +20,729 +12%
LA
269
LPF Advisors
Florida
$14M +$207K +2,851 +2%
Brown Advisory
270
Brown Advisory
Maryland
$13.9M -$51.6K -711 -0.4%
TSW
271
Thompson Siegel & Walmsley
Virginia
$13.9M +$509K +7,017 +4%
BMC
272
Bear Mountain Capital
Washington
$13.9M +$49.6K +683 +0.4%
WF
273
Whelan Financial
California
$13.8M -$1.46M -20,158 -10%
VC
274
Veery Capital
Delaware
$13.8M +$936K +12,903 +7%
FAG
275
Financial Architects (Georgia)
Georgia
$13.6M +$1.66M +22,850 +14%

BND Hedge Fund Activity: Q1 2024 in Review

1,423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2024, worth a combined $61.9B — down 5.7% from $65.6B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of BND and 123 opened new positions — a net loss of 1 holder — while 482 trimmed existing stakes and 685 added.

The largest buyer was Creative Planning, adding an estimated $1.06B. The largest seller was Morgan Stanley, cutting an estimated $5.69B.

  • 1,423 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2024, down from 1,446 in Q4 2023.
  • Funds reported $61.9B of Vanguard Total Bond Market stock for Q1 2024, down 5.7% quarter-over-quarter.
  • 123 funds opened new Vanguard Total Bond Market positions in Q1 2024 and 124 closed out, a net change of -1 holder.
  • The largest Vanguard Total Bond Market buyer in Q1 2024 was Creative Planning, an estimated $1.06B added.
  • The largest Vanguard Total Bond Market seller in Q1 2024 was Morgan Stanley, an estimated $5.69B sold.

Based on aggregated 13F filings for Q1 2024.