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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
PA
726
Parkside Advisors
California
$1.55M +$1.54M +21,286 New
TWA
727
TCI Wealth Advisors
Arizona
$1.54M +$506K +6,972 +49%
FI
728
Financial Insights
Washington
$1.54M -$137K -1,883 -8%
Luther King Capital Management (LKCM)
729
Luther King Capital Management (LKCM)
Texas
$1.54M
GM
730
GeoWealth Management
Illinois
$1.53M -$851K -11,728 -36%
TC
731
Tenret Company
Florida
$1.53M +$39.3K +542 +3%
GC
732
Grimes & Company
Massachusetts
$1.52M -$151K -2,086 -9%
BIA
733
Bell Investment Advisors
California
$1.52M -$183K -2,526 -11%
GIA
734
Gladstone Institutional Advisory
Florida
$1.51M -$323K -4,444 -18%
LSA
735
Lion Street Advisors
Texas
$1.5M
DC
736
Davenport & Co
Virginia
$1.5M +$43.9K +605 +3%
TPI
737
Trust Point Inc
Wisconsin
$1.5M -$190K -2,622 -11%
Empower Advisory Group
738
Empower Advisory Group
Colorado
$1.48M -$17.2M -236,891 -92%
AR
739
Apeiron RIA
Texas
$1.48M +$53.9K +743 +4%
HSA
740
HBK Sorce Advisory
Pennsylvania
$1.47M -$2.05M -28,214 -58%
KC
741
Kingfisher Capital
North Carolina
$1.47M -$50.3K -693 -3%
APP
742
Avantax Planning Partners
Iowa
$1.46M +$167K +2,299 +13%
HHRDM
743
H&H Retirement Design & Management
Nevada
$1.46M -$220K -3,026 -13%
CPWM
744
Cypress Point Wealth Management
Texas
$1.46M +$1.04M +14,321 +247%
SMA
745
Seven Mile Advisory
New Jersey
$1.46M +$73.8K +1,017 +5%
GFWA
746
Grey Fox Wealth Advisors
Delaware
$1.44M +$89.4K +1,232 +7%
WCWM
747
Willow Creek Wealth Management
California
$1.44M -$224K -3,085 -13%
FAT
748
First American Trust
California
$1.44M -$10M -138,328 -87%
IWA
749
Icon Wealth Advisors
Texas
$1.43M -$244K -3,365 -15%
IAIM
750
International Assets Investment Management
Florida
$1.43M -$66K -910 -4%

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.