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Vanguard Total Bond Market
BND

1,446 hedge funds and large institutions have $65.6B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 616 increasing their positions, 451 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 85

85% more call options, than puts

Call options by funds: $4.82M | Put options by funds: $2.6M

37% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 451

15% more funds holding in top 10

Funds holding in top 10: 207 → 239 (+32)

15% more capital invested

Capital invested by funds: $57B → $65.6B (+$8.65B)

13% more funds holding

Funds holding: 1,276 → 1,446 (+170)

6.91% more ownership

Funds ownership: 60.2% → 67.11% (+6.9%)

Holders
1,446
Holders Change
+170
Holders Change %
+13.32%
% of All Funds
21.08%
Holding in Top 10
239
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.46%
% of All Funds
3.48%
New
279
Increased
616
Reduced
451
Closed
85
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.11M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.15B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$753M
3
MIS
Morningstar Investment Services
Illinois
+$599M
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$432M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$409M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$673M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$435M
3
US Bancorp
US Bancorp
Minnesota
-$210M
4
G
GenTrust
Florida
-$123M
5
RA
Rational Advisors
New York
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
551
Ellenbecker Investment Group
Wisconsin
$3.14M +$228K +3,233 +8%
FPW
552
Flagship Private Wealth
Massachusetts
$3.1M -$61.6K -873 -2%
WAG
553
Wiser Advisor Group
Arizona
$3.1M +$2.97M +42,129 New
NI
554
NYL Investors
New York
$3.06M -$98.8K -1,400 -3%
TCOV
555
Trust Company of Vermont
Vermont
$3.04M -$40.2K -569 -1%
WHCI
556
W.H. Cornerstone Investments
Massachusetts
$3.03M -$694K -9,832 -19%
CAG
557
Csenge Advisory Group
Florida
$3.03M +$1.23M +17,444 +74%
BRIA
558
Balanced Rock Investment Advisors
Massachusetts
$3.03M +$2.9M +41,141 New
NFP
559
Narus Financial Partners
Utah
$3.01M -$195K -2,761 -6%
ECA
560
Elevated Capital Advisors
Utah
$3M -$107K -1,518 -4%
WA
561
Wealth Architects
California
$2.98M +$2.86M +40,523 New
PFG
562
PAX Financial Group
Texas
$2.97M -$8.05K -114 -0.3%
CSPIA
563
Cary Street Partners Investment Advisory
Virginia
$2.97M +$108K +1,524 +4%
FGAM
564
Financial Gravity Asset Management
Texas
$2.93M +$411K +5,817 +1%
HWMC
565
Heritage Wealth Management (California)
California
$2.92M +$2.8M +39,679 New
WAM
566
Worth Asset Management
Texas
$2.92M +$576K +8,156 +26%
MGIA
567
Moneta Group Investment Advisors
Missouri
$2.91M -$474K -6,714 -15%
SSW
568
Stone Summit Wealth
Florida
$2.9M +$506K +7,170 +22%
NIM
569
NEOS Investment Management
Connecticut
$2.9M +$695K +9,843 +33%
SWM
570
Shakespeare Wealth Management
Wisconsin
$2.86M +$1.54M +21,796 +128%
EB
571
Exchange Bank
California
$2.86M +$1.24M +17,590 +83%
KP
572
Keel Point
Alabama
$2.85M +$2.74M +38,805 New
SFS
573
Sowell Financial Services
Arkansas
$2.85M +$206K +2,912 +8%
WFA
574
WMG Financial Advisors
Tennessee
$2.83M +$2.72M +38,509 New
OC
575
Oppenheimer & Co
New York
$2.82M +$1.01M +14,302 +59%
21 22
23
24 25

BND Hedge Fund Activity: Q4 2023 in Review

1,446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2023, worth a combined $65.6B — up 15% from $57B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new BND positions and 85 closed out — a net gain of 194 holders — while 616 added to existing stakes and 451 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.15B. The largest seller was JP Morgan Chase, cutting an estimated $673M.

  • 1,446 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $65.6B of Vanguard Total Bond Market stock for Q4 2023, up 15% quarter-over-quarter.
  • 279 funds opened new Vanguard Total Bond Market positions in Q4 2023 and 85 closed out, a net change of +194 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2023 was Morgan Stanley, an estimated $6.15B added.
  • The largest Vanguard Total Bond Market seller in Q4 2023 was JP Morgan Chase, an estimated $673M sold.

Based on aggregated 13F filings for Q4 2023.