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Vanguard Total Bond Market

1,458 hedge funds and large institutions have $70B invested in Vanguard Total Bond Market in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 757 increasing their positions, 444 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $7.85M

70% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 444

42% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 81

11% more capital invested

Capital invested by funds: $63.1B → $70B (+$6.88B)

1% more funds holding

Funds holding: 1,4411,458 (+17)

1% more funds holding in top 10

Funds holding in top 10: 237239 (+2)

0.16% more ownership

Funds ownership: 58.96%59.12% (+0.16%)

Holders
1,458
Holders Change
+17
Holders Change %
+1.18%
% of All Funds
20.93%
Holding in Top 10
239
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.84%
% of All Funds
3.43%
New
115
Increased
757
Reduced
444
Closed
81
Calls
$28.7M
Puts
$7.85M
Net Calls
+$20.9M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
726
Tenret Company
Florida
$1.77M
EC
727
Estate Counselors
Wisconsin
$1.77M +$524K +7,083 +43%
SWM
728
Spire Wealth Management
Virginia
$1.77M -$1.64M -22,135 -49%
HNB
729
Huntington National Bank
Ohio
$1.76M
PA
730
Pineridge Advisors
Missouri
$1.75M +$217K +2,933 +14%
WFA
731
Wells Financial Advisors
Massachusetts
$1.74M -$29.6K -400 -2%
PWM
732
Penobscot Wealth Management
Maine
$1.74M -$203K -2,741 -11%
CIP
733
Capital Insight Partners
Arizona
$1.72M -$70.8K -957 -4%
AF
734
Arrow Financial
New York
$1.71M -$236K -3,189 -12%
SWM
735
Shakespeare Wealth Management
Wisconsin
$1.7M -$280K -3,778 -14%
TWA
736
TCI Wealth Advisors
Arizona
$1.7M -$182K -2,461 -10%
LFAS
737
Level Four Advisory Services
Texas
$1.68M +$45.1K +609 +3%
SIC
738
SJS Investment Consulting
Ohio
$1.67M -$1.59M -21,542 -49%
CP
739
Cumberland Partners
Ontario, Canada
$1.67M -$21.8K -295 -1%
CCFM
740
Clear Creek Financial Management
Washington
$1.67M +$122K +1,653 +8%
CS
741
Capital Square
Tennessee
$1.66M -$2.74K -37 -0.2%
RGF
742
Retirement Guys Formula
Ohio
$1.66M -$114K -1,543 -7%
Luther King Capital Management (LKCM)
743
Luther King Capital Management (LKCM)
Texas
$1.65M
DWM
744
Dakota Wealth Management
Florida
$1.63M +$140K +1,888 +10%
SC
745
Seldon Capital
California
$1.62M
MCCP
746
Mission Creek Capital Partners
California
$1.62M +$1.59M +21,546 New
PTC
747
Private Trust Company
Ohio
$1.61M -$368K -4,978 -19%
WHCI
748
W.H. Cornerstone Investments
Massachusetts
$1.58M +$142K +1,923 +10%
SMA
749
Seven Mile Advisory
New Jersey
$1.56M +$77K +1,040 +5%
PWSG
750
Pacific Wealth Strategies Group
California
$1.56M +$169K +2,289 +12%

BND Hedge Fund Activity: Q3 2024 in Review

1,458 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2024, worth a combined $70B — up 11% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BND positions and 81 closed out — a net gain of 34 holders — while 757 added to existing stakes and 444 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $800M. The largest seller was SEI Investments, cutting an estimated $275M.

  • 1,458 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2024, up from 1,441 in Q2 2024.
  • Funds reported $70B of Vanguard Total Bond Market stock for Q3 2024, up 11% quarter-over-quarter.
  • 115 funds opened new Vanguard Total Bond Market positions in Q3 2024 and 81 closed out, a net change of +34 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2024 was Morgan Stanley, an estimated $800M added.
  • The largest Vanguard Total Bond Market seller in Q3 2024 was SEI Investments, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2024.