We are live on ! Find out more
BND icon

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
ASN
551
Advisory Services Network
Georgia
$3.25M +$511K +7,035 +19%
JPG
552
Jordan Park Group
California
$3.24M -$3.48M -47,937 -52%
SFS
553
Sowell Financial Services
Arkansas
$3.16M +$344K +4,738 +12%
MPIA
554
Mountain Pacific Investment Advisers
Idaho
$3.16M -$271K -3,737 -8%
TCOV
555
Trust Company of Vermont
Vermont
$3.15M +$145K +2,004 +5%
WWM
556
Western Wealth Management
Colorado
$3.11M -$192K -2,652 -6%
CSPIA
557
Cary Street Partners Investment Advisory
Virginia
$3.11M +$177K +2,443 +6%
BF
558
Brooklyn FI
New York
$3.09M +$390K +5,377 +14%
FFP
559
Forbes Financial Planning
Rhode Island
$3.08M +$805K +11,092 +35%
SF
560
Synovus Financial
Georgia
$3.07M +$464K +6,388 +18%
GAM
561
Gould Asset Management
California
$3.06M -$120K -1,655 -4%
PCMC
562
Private Capital Management (Colorado)
Colorado
$3.05M +$350K +4,822 +13%
WA
563
Wealth Architects
California
$3.04M +$93.6K +1,290 +3%
AAS
564
Ameritas Advisory Services
Nebraska
$3.02M +$898K +12,378 +41%
EB
565
Exchange Bank
California
$3.01M +$193K +2,659 +7%
MFIM
566
Mesirow Financial Investment Management
Illinois
$2.94M +$601K +8,285 +26%
PB
567
Pinnacle Bancorp
Nebraska
$2.94M +$242K +3,330 +9%
WAG
568
Wiser Advisor Group
Arizona
$2.93M -$130K -1,787 -4%
ECA
569
Elevated Capital Advisors
Utah
$2.93M -$36.9K -509 -1%
WP
570
WealthShield Partners
North Carolina
$2.91M +$1.22M +16,821 +72%
NWMG
571
National Wealth Management Group
Ohio
$2.91M -$209K -2,876 -7%
CCWA
572
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.89M -$79.3M -1,092,187 -96%
OC
573
Oppenheimer & Co
New York
$2.85M +$63.9K +880 +2%
BRIA
574
Balanced Rock Investment Advisors
Massachusetts
$2.85M -$141K -1,937 -5%
SAM
575
SignalPoint Asset Management
Missouri
$2.83M +$2.37M +32,596 +503%

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.