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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
ODA
501
One Degree Advisors
California
$4.1M -$17.6K -242 -0.4%
RWIA
502
Roger Wittlin Investment Advisory
California
$4.09M -$814K -11,214 -17%
EE
503
EWG Elevate
California
$4.07M +$4.06M +55,999 New
JWCA
504
J.W. Cole Advisors
Florida
$4M +$184K +2,532 +5%
FHA
505
First Horizon Advisors
Tennessee
$3.99M +$53K +730 +1%
RW
506
REDW Wealth
New Mexico
$3.98M -$184K -2,539 -4%
DK
507
David Kennon
Florida
$3.97M -$192K -2,641 -5%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$3.94M -$786K -10,835 -17%
AFG
509
Atomi Financial Group
New York
$3.89M +$3.58M +49,280 +1,144%
AC
510
Applied Capital
Arkansas
$3.89M -$2.54M -35,017 -40%
LWA
511
Lantern Wealth Advisors
New York
$3.87M +$72.2K +995 +2%
WFA
512
WMG Financial Advisors
Tennessee
$3.85M +$1.05M +14,481 +38%
HA
513
Herold Advisors
New York
$3.84M +$65.8K +906 +2%
AWM
514
Apollon Wealth Management
South Carolina
$3.8M -$35.4M -487,909 -90%
SWP
515
Summit Wealth Partners
Florida
$3.76M +$212K +2,925 +6%
LWM
516
Lodestone Wealth Management
Washington
$3.75M +$3.27K +45 +0.1%
HI
517
Human Investing
Oregon
$3.73M -$66.5K -917 -2%
CFP
518
Cascade Financial Partners
California
$3.71M +$3.79M +52,156 New
KP
519
Keel Point
Alabama
$3.71M +$886K +12,213 +31%
Victory Capital Management
520
Victory Capital Management
Texas
$3.69M +$1.43M +19,654 +63%
CMBA
521
C.M. Bidwell & Associates
Hawaii
$3.69M +$215K +2,965 +6%
WHCFA
522
William Howard & Co Financial Advisors
Tennessee
$3.69M +$3.68M +50,760 New
PP
523
Prudential plc
United Kingdom
$3.68M -$6.89K -95 -0.2%
AC
524
Addison Capital
Pennsylvania
$3.65M +$3.06M +42,225 +526%
FFN
525
Focus Financial Network
Minnesota
$3.65M -$6.21M -85,597 -62%

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.