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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
BFG
426
Bleakley Financial Group
New Jersey
$5.96M +$712K +9,814 +14%
HI
427
Harper Investing
California
$5.96M +$5.33M +73,419 +852%
NRI
428
NFP Retirement Inc
California
$5.95M +$980K +13,499 +20%
SW
429
SlateStone Wealth
Florida
$5.93M +$154K +2,118 +3%
IAA
430
Independent Advisor Alliance
North Carolina
$5.92M -$2.58M -35,575 -30%
PAS
431
Park Avenue Securities
New York
$5.91M -$161K -2,221 -3%
OIS
432
Okabena Investment Services
Minnesota
$5.89M +$3.64M +50,202 +163%
RG
433
Rathbones Group
United Kingdom
$5.84M +$91.9K +1,266 +2%
GWM
434
Geneos Wealth Management
Colorado
$5.82M -$5.6M -77,122 -49%
EPM
435
Elm Partners Management
Pennsylvania
$5.79M -$6.15M -84,747 -52%
OPA
436
Old Port Advisors
Maine
$5.78M +$962K +13,251 +20%
CISOA
437
Capital Investment Services of America
Wisconsin
$5.78M -$10.9K -150 -0.2%
KFGK
438
Keystone Financial Group (Kentucky)
Kentucky
$5.77M +$118K +1,627 +2%
Legacy Financial Group (Iowa)
439
Legacy Financial Group (Iowa)
Iowa
$5.68M +$5.24M +72,150 +1,187%
MI
440
Motiv8 Investments
Florida
$5.65M +$1.27M +17,493 +29%
W
441
WealthCollab
Washington
$5.59M +$128K +1,769 +2%
CFP
442
Curran Financial Partners
South Carolina
$5.59M +$201K +2,773 +4%
SMI
443
Shelter Mutual Insurance
Missouri
$5.56M
SJGA
444
Stephen J. Garry & Associates
New York
$5.56M +$218K +3,008 +4%
CFGS
445
Concourse Financial Group Securities
Alabama
$5.53M +$713K +9,818 +15%
PFS
446
Prospera Financial Services
Texas
$5.52M +$222K +3,053 +4%
Fisher Asset Management
447
Fisher Asset Management
Washington
$5.48M +$158K +2,176 +3%
GA
448
Greenspring Advisors
Maryland
$5.31M +$364K +5,011 +7%
Deutsche Bank
449
Deutsche Bank
Germany
$5.3M +$733K +10,098 +16%
GBT
450
Grove Bank & Trust
Florida
$5.28M +$567K +7,809 +12%

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.