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Vanguard Total Bond Market
BND

1,446 hedge funds and large institutions have $65.6B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 616 increasing their positions, 451 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 85

85% more call options, than puts

Call options by funds: $4.82M | Put options by funds: $2.6M

37% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 451

15% more funds holding in top 10

Funds holding in top 10: 207 → 239 (+32)

15% more capital invested

Capital invested by funds: $57B → $65.6B (+$8.65B)

13% more funds holding

Funds holding: 1,276 → 1,446 (+170)

6.91% more ownership

Funds ownership: 60.2% → 67.11% (+6.9%)

Holders
1,446
Holders Change
+170
Holders Change %
+13.32%
% of All Funds
21.08%
Holding in Top 10
239
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.46%
% of All Funds
3.48%
New
279
Increased
616
Reduced
451
Closed
85
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.11M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.15B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$753M
3
MIS
Morningstar Investment Services
Illinois
+$599M
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$432M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$409M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$673M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$435M
3
US Bancorp
US Bancorp
Minnesota
-$210M
4
G
GenTrust
Florida
-$123M
5
RA
Rational Advisors
New York
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
751
StrategIQ Financial Group
Indiana
$1.51M -$374K -5,295 -20%
TC
752
Tenret Company
Florida
$1.5M +$1.44M +20,462 New
LSA
753
Lion Street Advisors
Texas
$1.5M +$14.5K +205 +1%
TFM
754
TFC Financial Management
Massachusetts
$1.5M +$408K +5,778 +40%
IA
755
IFG Advisory
Georgia
$1.49M +$617K +8,735 +76%
DC
756
Davenport & Co
Virginia
$1.48M -$162K -2,289 -10%
SFP
757
Sterling Financial Planning
New Jersey
$1.45M +$904K +12,811 +186%
Millennium Management
758
Millennium Management
New York
$1.45M -$444K -6,282 -24%
AR
759
Apeiron RIA
Texas
$1.45M +$388K +5,492 +39%
RWM
760
Ritholtz Wealth Management
New York
$1.44M +$1.39M +19,630 New
HA
761
HFG Advisors
Ohio
$1.43M +$40.1K +568 +3%
SMA
762
Seven Mile Advisory
New Jersey
$1.4M +$36.2K +513 +3%
PSA
763
Plum Street Advisors
Louisiana
$1.39M +$1.34M +18,945 New
AWA
764
Arkadios Wealth Advisors
Georgia
$1.39M -$11.4K -161 -0.8%
MWP
765
Meridian Wealth Partners
Pennsylvania
$1.39M +$44.5K +630 +3%
OFP
766
OLIO Financial Planning
Virginia
$1.38M +$6.99K +99 +0.5%
GFWA
767
Grey Fox Wealth Advisors
Delaware
$1.37M -$115K -1,628 -8%
CIA
768
Compass Ion Advisors
Pennsylvania
$1.37M +$10.7K +152 +0.8%
VWA
769
VERITY Wealth Advisors
United States
$1.36M -$311K -4,406 -19%
HIGP
770
Hill Investment Group Partners
Missouri
$1.36M -$173K -2,456 -12%
IWN
771
Independent Wealth Network
Iowa
$1.36M +$40.6K +575 +3%
CWM
772
Cahaba Wealth Management
Georgia
$1.36M +$96.2K +1,362 +8%
HFS
773
Heritage Financial Services
Massachusetts
$1.35M +$1.3M +18,346 New
MMPW
774
Mitchell McLeod Pugh & Williams
Alabama
$1.34M -$455K -6,444 -26%
DWM
775
Dakota Wealth Management
Florida
$1.34M +$210K +2,970 +20%
29 30
31
32 33

BND Hedge Fund Activity: Q4 2023 in Review

1,446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2023, worth a combined $65.6B — up 15% from $57B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new BND positions and 85 closed out — a net gain of 194 holders — while 616 added to existing stakes and 451 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.15B. The largest seller was JP Morgan Chase, cutting an estimated $673M.

  • 1,446 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $65.6B of Vanguard Total Bond Market stock for Q4 2023, up 15% quarter-over-quarter.
  • 279 funds opened new Vanguard Total Bond Market positions in Q4 2023 and 85 closed out, a net change of +194 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2023 was Morgan Stanley, an estimated $6.15B added.
  • The largest Vanguard Total Bond Market seller in Q4 2023 was JP Morgan Chase, an estimated $673M sold.

Based on aggregated 13F filings for Q4 2023.