We are live on ! Find out more
BND icon

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
WHCFA
526
William Howard & Co Financial Advisors
Tennessee
$4.22M +$360K +4,867 +9%
CFO
527
Colony Family Offices
North Carolina
$4.22M +$1.91M +25,856 +85%
FHA
528
First Horizon Advisors
Tennessee
$4.2M -$45.5K -615 -1%
AWM
529
Avior Wealth Management
Nebraska
$4.2M +$103K +1,393 +3%
SIM
530
Stratos Investment Management
Ohio
$4.19M +$2.12M +28,698 +106%
THCM
531
Taylor Hoffman Capital Management
Virginia
$4.15M +$4.21M +56,834 New
FFP
532
Forbes Financial Planning
Rhode Island
$4.15M +$229K +3,092 +6%
LWA
533
Lantern Wealth Advisors
New York
$4.09M +$28.5K +385 +0.7%
PP
534
Prudential plc
United Kingdom
$4.08M -$119K -1,610 -3%
HA
535
Herold Advisors
New York
$4.05M +$33.7K +456 +0.9%
EIG
536
Ellenbecker Investment Group
Wisconsin
$4.03M +$117K +1,583 +3%
NFP
537
Narus Financial Partners
Utah
$4.03M +$364K +4,918 +10%
IWM
538
IHT Wealth Management
Illinois
$4.02M +$2.2M +29,669 +124%
CWM
539
Cahill Wealth Management
Michigan
$3.99M -$333K -4,503 -8%
AC
540
Applied Capital
Arkansas
$3.97M +$6.51K +88 +0.2%
WP
541
WealthShield Partners
North Carolina
$3.97M +$784K +10,591 +25%
NRI
542
NFP Retirement Inc
California
$3.93M -$1.26M -16,999 -25%
CFP
543
Cascade Financial Partners
California
$3.9M +$225K +3,034 +6%
CMBA
544
C.M. Bidwell & Associates
Hawaii
$3.89M +$146K +1,972 +4%
WFA
545
WMG Financial Advisors
Tennessee
$3.88M -$120K -1,615 -3%
SWP
546
Summit Wealth Partners
Florida
$3.86M -$100K -1,354 -3%
CWA
547
Clarus Wealth Advisors
Arizona
$3.84M +$77.1K +1,042 +2%
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$3.84M +$70.5K +952 +2%
PB
549
Pinnacle Bancorp
Nebraska
$3.81M +$456K +6,161 +14%
RCAG
550
Rehmann Capital Advisory Group
Michigan
$3.8M +$169K +2,290 +5%

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.