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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
MC
51
McMorgan & Co
California
$125M +$1.2M +16,500 +1%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$123M -$7.27M -100,187 -6%
BWL
53
Bogart Wealth LLC
Virginia
$118M +$9.78M +134,773 +9%
DDSF
54
Diana Davis Spencer Foundation
Maryland
$117M
Mariner
55
Mariner
Kansas
$116M +$14.1M +194,112 +14%
Cerity Partners
56
Cerity Partners
New York
$114M +$12.9M +177,845 +13%
OC
57
Oakworth Capital
Alabama
$113M +$4.61M +63,460 +4%
AA
58
Alesco Advisors
New York
$113M +$5.49M +75,658 +5%
MML Investors Services
59
MML Investors Services
Massachusetts
$108M +$13.1M +180,410 +14%
SP
60
Stairway Partners
Illinois
$107M +$8.58M +118,229 +9%
VFA
61
Voya Financial Advisors
Connecticut
$107M +$6.5M +89,568 +7%
CFA
62
Capstone Financial Advisors
Illinois
$106M +$4.09M +56,334 +4%
FWM
63
FFT Wealth Management
Pennsylvania
$103M +$103M +1,417,979 New
AssetMark Inc
64
AssetMark Inc
California
$103M -$85.8M -1,182,755 -46%
Betterment LLC
65
Betterment LLC
New York
$101M -$6.06M -83,543 -6%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$99.3M +$32.8M +452,385 +49%
ANTB
67
AMG National Trust Bank
Colorado
$98.9M +$2.19M +30,191 +2%
PIMG
68
Patriot Investment Management Group
Tennessee
$96.8M +$3.74M +51,551 +4%
VFP
69
Verus Financial Partners
Virginia
$96M +$3.47M +47,765 +4%
RA
70
Rational Advisors
New York
$95.4M +$95.3M +1,313,739 New
EA
71
Efficient Advisors
Ohio
$92.6M +$1.52M +20,964 +2%
CAM
72
Chandler Asset Management
California
$92.4M +$2.3M +31,695 +3%
PCIA
73
Prime Capital Investment Advisors
Kansas
$90.1M +$15.7M +216,702 +21%
Wealthfront Advisers
74
Wealthfront Advisers
California
$89.4M +$9.37M +129,164 +12%
MWA
75
Martel Wealth Advisors
Washington
$88.9M +$3.83M +52,733 +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.