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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
PFT
351
Providence First Trust
Arizona
$10.9M +$2.45M +33,064 +29%
CPIG
352
Chicago Partners Investment Group
Illinois
$10.9M +$294K +3,974 +3%
MLRA
353
Main Line Retirement Advisors
Montana
$10.9M +$970K +13,109 +10%
SFA
354
Souders Financial Advisors
Ohio
$10.7M -$44.6K -603 -0.4%
PRI
355
Prepared Retirement Institute
Pennsylvania
$10.7M +$536K +7,247 +5%
SW
356
SlateStone Wealth
Florida
$10.6M +$3.23M +43,580 +45%
SOS
357
Silver Oak Securities
Tennessee
$10.6M +$3.13M +42,278 +43%
KIM
358
Karpus Investment Management
New York
$10.5M +$4.73M +63,891 +84%
MM
359
Main Management
California
$10.3M +$36.1K +488 +0.4%
IA
360
IFP Advisors
Florida
$10.3M +$3.26M +44,117 +47%
MPW
361
MGO Private Wealth
California
$10.2M -$437K -5,902 -4%
DAS
362
Diversify Advisory Services
Utah
$10.2M +$1.12M +15,113 +12%
COCM
363
Charter Oak Capital Management
New Hampshire
$10.1M -$503K -6,800 -5%
SWM
364
Sanctuary Wealth Management
Idaho
$10M +$1.37M +18,494 +16%
SWM
365
Sugarloaf Wealth Management
Georgia
$9.99M +$317K +4,278 +3%
CF
366
Cyr Financial
Illinois
$9.85M -$20.4M -276,224 -68%
GLLW
367
Graves Light Lenhart Wealth
Virginia
$9.81M -$1.51M -20,378 -13%
CB
368
Cadence Bank
Mississippi
$9.73M +$364K +4,924 +4%
USAA
369
United Services Automobile Association
Texas
$9.72M +$807K +10,903 +9%
ABC
370
Associated Banc-Corp
Wisconsin
$9.66M +$1.59M +21,481 +20%
SP
371
Sarasin & Partners
United Kingdom
$9.58M +$3.34M +45,186 +55%
GRP
372
Global Retirement Partners
California
$9.53M +$92.7K +1,252 +1%
Allspring Global Investments
373
Allspring Global Investments
North Carolina
$9.48M -$21M -283,133 -69%
CWAG
374
Compton Wealth Advisory Group
Virginia
$9.41M -$13.8M -186,023 -60%
TPCW
375
TD Private Client Wealth
New York
$9.39M -$783K -10,579 -8%

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.