We are live on ! Find out more
BND icon

Vanguard Total Bond Market

1,458 hedge funds and large institutions have $70B invested in Vanguard Total Bond Market in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 757 increasing their positions, 444 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $7.85M

70% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 444

42% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 81

11% more capital invested

Capital invested by funds: $63.1B → $70B (+$6.88B)

1% more funds holding

Funds holding: 1,4411,458 (+17)

1% more funds holding in top 10

Funds holding in top 10: 237239 (+2)

0.16% more ownership

Funds ownership: 58.96%59.12% (+0.16%)

Holders
1,458
Holders Change
+17
Holders Change %
+1.18%
% of All Funds
20.93%
Holding in Top 10
239
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.84%
% of All Funds
3.43%
New
115
Increased
757
Reduced
444
Closed
81
Calls
$28.7M
Puts
$7.85M
Net Calls
+$20.9M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
McNaughton Wealth Management
California
$19.2M +$42.5K +574 +0.2%
WLIM
252
White Lighthouse Investment Management
Massachusetts
$19.1M +$2.13M +28,816 +13%
AFG
253
Atomi Financial Group
New York
$19M +$6.88M +93,018 +58%
Victory Capital Management
254
Victory Capital Management
Texas
$19M +$7.3M +98,681 +64%
BFS
255
Bare Financial Services
Pennsylvania
$18.9M +$11.4M +153,490 +156%
SPIA
256
Steward Partners Investment Advisory
New York
$18.6M +$618K +8,346 +3%
MFG
257
Marmo Financial Group
Tennessee
$18.5M +$18.3M +246,613 New
JWA
258
JFS Wealth Advisors
Pennsylvania
$18.4M +$1.02M +13,725 +6%
FFA
259
Farther Finance Advisors
California
$18.3M +$3.98M +53,837 +28%
MFG
260
Merit Financial Group
Georgia
$18.2M +$5.67M +76,627 +46%
VC
261
Veery Capital
Delaware
$18M +$2.99M +40,422 +20%
NSIM
262
North Star Investment Management
Illinois
$18M -$1.67M -22,513 -9%
RC
263
Roundview Capital
New Jersey
$17.9M +$1.28M +17,264 +8%
BEI
264
Benjamin Edwards Inc
Missouri
$17.9M +$17.6M +237,643 +282,908%
KCPG
265
Kavar Capital Partners Group
Kansas
$17.6M +$17.4M +234,827 New
BOH
266
Bank of Hawaii
Hawaii
$17.4M +$1.2M +16,155 +7%
ATI
267
Act Two Investors
California
$17.3M +$230K +3,109 +1%
CMP
268
Courage Miller Partners
Virginia
$17.1M +$952K +12,864 +6%
AA
269
Atmos Advisory
Pennsylvania
$17.1M +$1.04M +14,113 +7%
VAG
270
Vannoy Advisory Group
Texas
$17M +$277K +3,739 +2%
LIM
271
Leavell Investment Management
Alabama
$16.8M +$1.7M +22,936 +11%
WB
272
WesBanco Bank
West Virginia
$16.6M +$903K +12,198 +6%
HB
273
HTLF Bank
Colorado
$16.4M +$3.12M +42,163 +24%
TF
274
Tompkins Financial
New York
$16.2M +$2.23M +30,139 +16%
RL
275
Rogco LP
Oklahoma
$16M -$643K -8,690 -4%

BND Hedge Fund Activity: Q3 2024 in Review

1,458 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2024, worth a combined $70B — up 11% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BND positions and 81 closed out — a net gain of 34 holders — while 757 added to existing stakes and 444 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $800M. The largest seller was SEI Investments, cutting an estimated $275M.

  • 1,458 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2024, up from 1,441 in Q2 2024.
  • Funds reported $70B of Vanguard Total Bond Market stock for Q3 2024, up 11% quarter-over-quarter.
  • 115 funds opened new Vanguard Total Bond Market positions in Q3 2024 and 81 closed out, a net change of +34 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2024 was Morgan Stanley, an estimated $800M added.
  • The largest Vanguard Total Bond Market seller in Q3 2024 was SEI Investments, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2024.