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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
PWM
326
Perigon Wealth Management
California
$10.3M -$12.1M -166,490 -54%
Fidelity International
327
Fidelity International
Bermuda
$10.3M +$1.02M +14,101 +11%
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$10.1M -$6.16M -84,868 -38%
SFA
329
Souders Financial Advisors
Ohio
$10.1M +$2.3M +31,625 +29%
WS
330
Wela Strategies
Georgia
$10M +$987K +13,603 +11%
PWMAG
331
Pinnacle Wealth Management Advisory Group
New Jersey
$10M +$1.21M +16,682 +14%
BFM
332
Broadview Financial Management
Wisconsin
$9.92M -$290 -4 -0%
MM
333
Main Management
California
$9.92M -$20.2K -278 -0.2%
FHC
334
First Heartland Consultants
Missouri
$9.89M -$3.44M -47,442 -26%
USAA
335
United Services Automobile Association
Texas
$9.84M -$1.78M -24,459 -15%
CPIG
336
Chicago Partners Investment Group
Illinois
$9.79M +$2.63M +36,204 +36%
CWM
337
Cornerstone Wealth Management
Missouri
$9.79M -$144K -1,987 -1%
ES
338
Eagle Strategies
New York
$9.79M +$9.78M +134,763 New
PBF
339
Petix & Botte Financial
California
$9.65M -$8.33M -114,780 -46%
MPW
340
MGO Private Wealth
California
$9.56M +$558K +7,683 +6%
PA
341
PFG Advisors
Arizona
$9.55M +$2.4M +33,025 +34%
TPCW
342
TD Private Client Wealth
New York
$9.53M -$1.06M -14,577 -10%
CWM
343
Certus Wealth Management
California
$9.52M +$1.13M +15,620 +13%
AWM
344
AE Wealth Management
Kansas
$9.51M -$20.4M -281,615 -68%
KIM
345
Karpus Investment Management
New York
$9.47M -$5.44M -74,959 -36%
Fidelity Investments
346
Fidelity Investments
Massachusetts
$9.45M +$6.76M +93,216 +253%
MFA
347
Mayflower Financial Advisors
Massachusetts
$9.39M +$761K +10,486 +9%
FCIM
348
Fairview Capital Investment Management
California
$9.38M +$807K +11,122 +9%
AIA
349
Arbor Investment Advisors
North Carolina
$9.32M +$1.02M +13,987 +12%
SWM
350
Schwallier Wealth Management
Michigan
$9.27M -$2.07M -28,490 -18%

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.