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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
CWM
326
Certus Wealth Management
California
$12.4M +$3.41M +46,049 +39%
BWA
327
BlueSky Wealth Advisors
North Carolina
$12.3M -$313K -4,234 -3%
FTA
328
Financial & Tax Architects
Missouri
$12.3M +$1.23M +16,644 +11%
BCI
329
Brinker Capital Investments
Pennsylvania
$12.2M +$490K +6,615 +4%
OPS
330
Orion Portfolio Solutions
Nebraska
$12.2M +$490K +6,615 +4%
Fidelity International
331
Fidelity International
Bermuda
$12.2M +$989K +13,362 +9%
WS
332
Wela Strategies
Georgia
$12.2M +$1.56M +21,091 +15%
GC
333
Gould Capital
Washington
$12.2M +$22.8K +308 +0.2%
Mitsubishi UFJ Trust & Banking
334
Mitsubishi UFJ Trust & Banking
Japan
$12.1M
NCG
335
Newport Capital Group
New Jersey
$12.1M +$221K +2,991 +2%
RWP
336
RWA Wealth Partners
Massachusetts
$12M -$323K -4,370 -3%
HI
337
Harper Investing
California
$11.9M +$2.29M +30,953 +24%
Bank of Montreal
338
Bank of Montreal
Ontario, Canada
$11.9M +$1.33M +17,987 +13%
DW30
339
Drucker Wealth 3.0
New Jersey
$11.9M +$1.68M +22,689 +17%
AIA
340
Arbor Investment Advisors
North Carolina
$11.6M +$522K +7,053 +5%
MECA
341
Miller Equity Capital Advisors
Texas
$11.5M +$31.8K +430 +0.3%
DWM
342
Diversify Wealth Management
Utah
$11.5M +$881K +11,901 +8%
MCWS
343
McKinley Carter Wealth Services
West Virginia
$11.5M -$1.95M -26,298 -15%
GWM
344
Geneos Wealth Management
Colorado
$11.5M +$5.38M +72,639 +91%
BCM
345
Blume Capital Management
California
$11.4M -$583K -7,880 -5%
CWM
346
Cornerstone Wealth Management
Missouri
$11.4M +$875K +11,822 +8%
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$11.2M +$221K +2,983 +2%
WFP
348
Wrenne Financial Planning
Kentucky
$11.1M +$548K +7,407 +5%
TFA
349
Tobias Financial Advisors
Florida
$11.1M +$231K +3,124 +2%
BFM
350
Broadview Financial Management
Wisconsin
$11M +$15.8K +214 +0.1%

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.