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Vanguard Total Bond Market
BND

1,446 hedge funds and large institutions have $65.6B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 616 increasing their positions, 451 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 85

85% more call options, than puts

Call options by funds: $4.82M | Put options by funds: $2.6M

37% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 451

15% more funds holding in top 10

Funds holding in top 10: 207 → 239 (+32)

15% more capital invested

Capital invested by funds: $57B → $65.6B (+$8.65B)

13% more funds holding

Funds holding: 1,276 → 1,446 (+170)

6.91% more ownership

Funds ownership: 60.2% → 67.11% (+6.9%)

Holders
1,446
Holders Change
+170
Holders Change %
+13.32%
% of All Funds
21.08%
Holding in Top 10
239
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.46%
% of All Funds
3.48%
New
279
Increased
616
Reduced
451
Closed
85
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.11M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.15B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$753M
3
MIS
Morningstar Investment Services
Illinois
+$599M
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$432M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$409M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$673M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$435M
3
US Bancorp
US Bancorp
Minnesota
-$210M
4
G
GenTrust
Florida
-$123M
5
RA
Rational Advisors
New York
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
276
McKinley Carter Wealth Services
West Virginia
$13.4M +$4.06M +57,546 +46%
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$13.4M +$621K +8,790 +5%
RWP
278
RWA Wealth Partners
Massachusetts
$13.4M -$7.13M -101,000 -36%
LFA
279
Landmark Financial Advisors
Kentucky
$13.4M +$2.06M +29,223 +19%
BIA
280
BHK Investment Advisors
Alabama
$13.4M -$12.1M -171,512 -49%
CAAS
281
Capital Asset Advisory Services
Michigan
$13.3M -$12.7M -179,335 -50%
GGS
282
Galvin Gaustad & Stein
Arizona
$13.2M +$1.15M +16,324 +10%
MWP
283
Moller Wealth Partners
$13M +$1.24M +17,584 +11%
NL
284
NWAM LLC
Washington
$13M +$5.87M +83,141 +89%
VC
285
Veery Capital
Delaware
$13M +$1.09M +15,494 +10%
AIMC
286
Alley Investment Management Company
Illinois
$13M +$927K +13,124 +8%
SIA
287
Sovereign Investment Advisors
Arizona
$12.9M +$108K +1,526 +0.9%
WA
288
WBH Advisory
Maryland
$12.9M -$1.91M -27,070 -13%
CGH
289
CMG Global Holdings
Texas
$12.8M +$1.77M +25,009 +17%
SPIA
290
Steward Partners Investment Advisory
New York
$12.7M +$10.9M +153,887 +850%
AI
291
Atria Investments
North Carolina
$12.5M +$331K +4,689 +3%
AWM
292
Axxcess Wealth Management
California
$12.5M -$14.9M -211,514 -55%
SW
293
SVB Wealth
Massachusetts
$12.5M +$5.16M +73,075 +76%
MG
294
Mather Group
Illinois
$12.5M +$4.45M +63,018 +59%
TF
295
Tompkins Financial
New York
$12.4M +$4.57M +64,765 +62%
HB
296
HTLF Bank
Colorado
$12.4M +$11.9M +168,385 New
MAS
297
Meeder Advisory Services
Ohio
$12.4M -$274K -3,879 -2%
CA
298
Continuum Advisory
Idaho
$12.4M +$2.87M +40,641 +32%
B
299
Bridgeworth
Alabama
$12.2M +$10.7M +151,703 +1,044%
CC
300
Courier Capital
New York
$12.1M -$1.7M -24,087 -13%
10 11
12
13 14

BND Hedge Fund Activity: Q4 2023 in Review

1,446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2023, worth a combined $65.6B — up 15% from $57B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new BND positions and 85 closed out — a net gain of 194 holders — while 616 added to existing stakes and 451 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.15B. The largest seller was JP Morgan Chase, cutting an estimated $673M.

  • 1,446 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $65.6B of Vanguard Total Bond Market stock for Q4 2023, up 15% quarter-over-quarter.
  • 279 funds opened new Vanguard Total Bond Market positions in Q4 2023 and 85 closed out, a net change of +194 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2023 was Morgan Stanley, an estimated $6.15B added.
  • The largest Vanguard Total Bond Market seller in Q4 2023 was JP Morgan Chase, an estimated $673M sold.

Based on aggregated 13F filings for Q4 2023.