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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
AWM
526
Avior Wealth Management
Nebraska
$3.62M -$35.9K -494 -1%
WSFS
527
Wilmington Savings Fund Society
Delaware
$3.6M +$3.6M +49,627 New
KNFPWM
528
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.6M +$3.05M +41,967 +551%
SSW
529
Stone Summit Wealth
Florida
$3.55M +$682K +9,397 +24%
Bank of Nova Scotia
530
Bank of Nova Scotia
Ontario, Canada
$3.5M +$3.49M +48,121 New
LNWTC
531
Laird Norton Wetherby Trust Company
Washington
$3.49M -$11.7M -161,596 -77%
SCM
532
Sebold Capital Management
Illinois
$3.48M +$353K +4,868 +11%
HTC
533
Haverford Trust Company
Pennsylvania
$3.48M -$181K -2,490 -5%
AFP
534
Ausdal Financial Partners
Iowa
$3.47M -$68.8K -948 -2%
RCAG
535
Rehmann Capital Advisory Group
Michigan
$3.47M +$104K +1,430 +3%
HWMC
536
Heritage Wealth Management (California)
California
$3.44M +$558K +7,690 +19%
VFA
537
Valeo Financial Advisors
Indiana
$3.43M +$1.4M +19,350 +67%
GVAG
538
Great Valley Advisor Group
Delaware
$3.42M -$2.35M -32,371 -41%
TWP
539
Total Wealth Planning
Ohio
$3.4M -$129K -1,778 -4%
CWA
540
Consilio Wealth Advisors
Washington
$3.39M +$177K +2,434 +5%
CWA
541
Clarus Wealth Advisors
Arizona
$3.39M +$32.9K +453 +1%
FPCG
542
Forum Private Client Group
Indiana
$3.38M -$282K -3,883 -8%
EIG
543
Ellenbecker Investment Group
Wisconsin
$3.36M +$260K +3,586 +8%
AUIM
544
Aegon USA Investment Management
Iowa
$3.33M -$68.8K -948 -2%
WAM
545
Worth Asset Management
Texas
$3.31M +$431K +5,936 +15%
NFP
546
Narus Financial Partners
Utah
$3.31M +$338K +4,660 +11%
NI
547
NYL Investors
New York
$3.3M +$276K +3,800 +9%
FRA
548
Frank Rimerman Advisors
California
$3.29M
SFC
549
Strategic Financial Concepts
Texas
$3.28M +$1.65M +22,781 +102%
CIC
550
Cutler Investment Counsel
Oregon
$3.26M +$762K +10,499 +31%

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.