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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
CIA
751
Compass Ion Advisors
Pennsylvania
$1.43M +$83.9K +1,156 +6%
AWA
752
Arkadios Wealth Advisors
Georgia
$1.42M +$47.8K +658 +3%
GAA
753
Global Assets Advisory
Florida
$1.4M +$7.3M +100,544 New
FUBT
754
First United Bank & Trust
Maryland
$1.39M +$86.8K +1,196 +7%
WG
755
Wealth Group
North Carolina
$1.38M +$1.38M +18,990 New
BTI
756
Blue Trust Inc
Georgia
$1.38M +$692K +9,535 +101%
OFP
757
OLIO Financial Planning
Virginia
$1.38M
IWN
758
Independent Wealth Network
Iowa
$1.37M +$25.6K +353 +2%
CWM
759
Cahaba Wealth Management
Georgia
$1.35M +$3.63K +50 +0.3%
WIA
760
World Investment Advisors
California
$1.34M -$689K -9,497 -34%
JCM
761
Jacobi Capital Management
Pennsylvania
$1.32M +$148K +2,039 +13%
BFG
762
Berger Financial Group
Minnesota
$1.31M -$704K -9,703 -35%
AFG
763
Altiora Financial Group
Ohio
$1.31M +$171K +2,359 +15%
FWP
764
Family Wealth Partners
North Carolina
$1.31M -$320K -4,416 -20%
RTL
765
Red Tortoise LLC
Georgia
$1.31M +$6.39K +88 +0.5%
ML
766
Mayport LLC
Massachusetts
$1.3M -$327K -4,512 -20%
DWM
767
Dakota Wealth Management
Florida
$1.3M -$22.9K -316 -2%
WS
768
Wedbush Securities
California
$1.29M +$44.7K +616 +4%
MWP
769
Meridian Wealth Partners
Pennsylvania
$1.28M -$86.7K -1,195 -6%
FSG
770
Financial Strategies Group
Michigan
$1.28M +$417K +5,743 +47%
HIGP
771
Hill Investment Group Partners
Missouri
$1.27M -$79.6K -1,097 -6%
CBFP
772
Cedar Brook Financial Partners
Ohio
$1.26M -$287K -3,952 -18%
RCP
773
Rothschild Capital Partners
New York
$1.26M +$136K +1,874 +12%
MHS
774
M Holdings Securities
Oregon
$1.25M -$849K -11,693 -40%
FA
775
Fermata Advisors
California
$1.25M -$318K -4,382 -20%

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.