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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
BFPW
351
BOK Financial Private Wealth
Colorado
$9.27M +$168K +2,313 +2%
MLRA
352
Main Line Retirement Advisors
Montana
$9.19M +$718K +9,897 +8%
FW
353
FirstPurpose Wealth
Utah
$9.14M +$434K +5,976 +5%
SWM
354
Sugarloaf Wealth Management
Georgia
$9.11M -$2.03K -28 -0%
WFP
355
Wrenne Financial Planning
Kentucky
$9.07M +$2.93M +40,313 +48%
PRI
356
Prepared Retirement Institute
Pennsylvania
$9.01M +$2.27M +31,284 +34%
GT
357
Glenview Trust
Kentucky
$9M +$6.21M +85,616 +224%
EWA
358
Exencial Wealth Advisors
Oklahoma
$8.95M -$521K -7,178 -6%
SCA
359
Snowden Capital Advisors
New York
$8.84M +$8.1M +111,660 +1,111%
CB
360
Cadence Bank
Mississippi
$8.79M +$2.4M +33,121 +38%
CWM
361
Connecticut Wealth Management
Connecticut
$8.76M -$169K -2,324 -2%
GRP
362
Global Retirement Partners
California
$8.74M -$15.7M -216,180 -64%
CIBC World Market
363
CIBC World Market
Ontario, Canada
$8.51M +$6.98M +96,194 +458%
NPT
364
National Philanthropic Trust
Pennsylvania
$8.5M
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$8.45M -$594K -8,185 -7%
1832 Asset Management
366
1832 Asset Management
Ontario, Canada
$8.44M -$2.29M -31,538 -21%
SCA
367
STALEY CAPITAL ADVISERS
Pennsylvania
$8.42M +$1.01M +13,851 +14%
BFG
368
Bouchey Financial Group
New York
$8.4M -$297K -4,094 -3%
SIA
369
Soltis Investment Advisors
Utah
$8.37M -$3.59M -49,421 -30%
MA
370
Mutual Advisors
Nebraska
$8.28M +$1.23M +16,915 +17%
SWM
371
Spire Wealth Management
Virginia
$8.16M -$2.5M -34,482 -23%
LNC
372
Lincoln National Corp
Pennsylvania
$8.06M +$1.86M +25,674 +30%
DWS
373
Dynamic Wealth Strategies
California
$8.06M +$80.8K +1,114 +1%
DC
374
Darrow Company
Massachusetts
$8.03M -$630K -8,681 -7%
PWA
375
Pillar Wealth Advisors
Pennsylvania
$7.95M +$325K +4,483 +4%

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.