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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
PFG
576
PAX Financial Group
Texas
$2.82M -$161K -2,223 -5%
FPW
577
Flagship Private Wealth
Massachusetts
$2.8M -$260K -3,576 -8%
RWM
578
Reston Wealth Management
Virginia
$2.73M +$101K +1,388 +4%
LGA
579
Lebenthal Global Advisors
New York
$2.73M -$36.6K -504 -1%
BF
580
BOK Financial
Oklahoma
$2.72M +$59.9K +825 +2%
DAM
581
Delta Asset Management
Tennessee
$2.71M -$71.3K -982 -3%
SPP
582
Single Point Partners
Massachusetts
$2.71M +$260K +3,576 +11%
RIM
583
RW Investment Management
Idaho
$2.7M +$2.7M +37,164 New
SF
584
Summit Financial
New Jersey
$2.69M -$1.38M -18,967 -34%
CTA
585
Chesley Taft & Associates
Illinois
$2.69M +$222K +3,060 +9%
Carson Wealth (CWM LLC)
586
Carson Wealth (CWM LLC)
Nebraska
$2.68M +$961K +13,243 +56%
ACA
587
Aptus Capital Advisors
Alabama
$2.67M +$1.69M +23,348 +174%
SFA
588
Sequoia Financial Advisors
Ohio
$2.66M +$510K +7,022 +24%
SFS
589
Security Financial Services
Indiana
$2.65M +$10.9K +150 +0.4%
CCA
590
Cobblestone Capital Advisors
New York
$2.65M -$2.01M -27,671 -43%
SCM
591
Saxony Capital Management
Missouri
$2.63M +$217K +2,985 +9%
NL
592
NVWM LLC
Pennsylvania
$2.58M -$75.5K -1,041 -3%
CAG
593
Csenge Advisory Group
Florida
$2.58M -$406K -5,593 -14%
FPFS
594
First Personal Financial Services
North Carolina
$2.56M -$79.8K -1,099 -3%
WHCI
595
W.H. Cornerstone Investments
Massachusetts
$2.55M -$443K -6,104 -15%
JCM
596
Janney Capital Management
Pennsylvania
$2.54M -$42.7K -589 -2%
CFS
597
Coordinated Financial Services
Colorado
$2.52M +$2.52M +34,660 New
HCM
598
Howard Capital Management
Georgia
$2.51M -$123K -1,697 -5%
WAS
599
Wealth Advisory Solutions
Indiana
$2.51M +$203K +2,801 +9%
FAM
600
Frontier Asset Management
Wyoming
$2.49M +$116K +1,598 +5%

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.