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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
CAL
801
Capital Analysts LLC
Pennsylvania
$1.17M +$74.2K +1,022 +7%
PWSG
802
Pacific Wealth Strategies Group
California
$1.17M +$444K +6,114 +61%
PCS
803
Private Client Services
Kentucky
$1.17M +$268K +3,689 +30%
LSIA
804
LaSalle St. Investment Advisors
Illinois
$1.17M +$417K +5,750 +56%
MMPW
805
Mitchell McLeod Pugh & Williams
Alabama
$1.15M -$181K -2,500 -14%
PWP
806
Perfromance Wealth Partners
Illinois
$1.14M -$599K -8,258 -34%
IAG
807
Investment Advisory Group
Massachusetts
$1.13M +$119K +1,638 +12%
VWA
808
VERITY Wealth Advisors
United States
$1.12M -$226K -3,114 -17%
FCH
809
Freestone Capital Holdings
Washington
$1.12M +$60K +827 +6%
AFS
810
Annapolis Financial Services
Maryland
$1.12M -$81.3K -1,120 -7%
THL
811
Tillman Hartley LLC
Colorado
$1.11M +$21K +290 +2%
PIA
812
Perennial Investment Advisors
California
$1.1M -$639K -8,800 -37%
BSWA
813
Bromfield Sneider Wealth Advisors
Massachusetts
$1.1M +$48K +662 +5%
BEW
814
Burton Enright Welch
California
$1.09M -$212K -2,921 -16%
SFP
815
Sterling Financial Planning
New Jersey
$1.09M -$339K -4,667 -24%
RFP
816
Root Financial Partners
California
$1.09M -$24.5K -337 -2%
BAM
817
BTS Asset Management
Massachusetts
$1.09M -$542K -7,463 -33%
FHC
818
Fort Henry Capital
West Virginia
$1.09M +$143K +1,965 +15%
IWM
819
IHT Wealth Management
Illinois
$1.07M -$579K -7,975 -35%
ACM
820
Alpha Capital Management
Texas
$1.06M -$50.6K -697 -5%
AF
821
Arrow Financial
New York
$1.06M -$132K -1,825 -11%
HWM
822
Hemington Wealth Management
Virginia
$1.05M +$59.4K +819 +6%
UCFA
823
United Capital Financial Advisors
Texas
$1.04M -$1.17M -16,096 -53%
ACA
824
American Capital Advisory
Idaho
$1.04M +$586K +8,078 +134%
MWM
825
MorganRosel Wealth Management
Colorado
$1.04M +$535K +7,377 +107%

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.