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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
WWA
826
WCG Wealth Advisors
Nevada
$1.07M +$149K +2,109 +17%
CIA
827
Concurrent Investment Advisors
Florida
$1.07M +$1.02M +14,496 New
BSWA
828
Bromfield Sneider Wealth Advisors
Massachusetts
$1.06M +$5.79K +82 +0.6%
GL
829
Graypoint LLC
New York
$1.06M -$80K -1,133 -7%
IFWM
830
Institute for Wealth Management
Colorado
$1.05M -$16.1K -228 -2%
TWA
831
TCI Wealth Advisors
Arizona
$1.05M +$141K +1,991 +16%
TIP
832
Torray Investment Partners
Maryland
$1.04M -$67.1K -950 -6%
IAG
833
Investment Advisory Group
Massachusetts
$1.02M +$291K +4,123 +42%
AT
834
American Trust
Kentucky
$1.02M +$105K +1,492 +12%
ARC
835
Advisor Resource Council
Texas
$1.02M +$982K +13,904 New
HIS
836
Horizon Investment Services
Indiana
$1.01M +$107K +1,518 +12%
WPC
837
Wedmont Private Capital
Pennsylvania
$1.01M +$243K +3,443 +33%
HWM
838
Hemington Wealth Management
Virginia
$1.01M +$51.6K +731 +6%
HAS
839
HBW Advisory Services
California
$994K +$59.1K +837 +7%
ACA
840
Aptus Capital Advisors
Alabama
$989K +$11.8K +167 +1%
BSW
841
Buckingham Strategic Wealth
Missouri
$966K +$32.8K +465 +4%
EWM
842
Endowment Wealth Management
Wisconsin
$963K -$120K -1,700 -11%
GWANC
843
Guardian Wealth Advisors (North Carolina)
North Carolina
$959K – – –
AF
844
Advisornet Financial
Minnesota
$959K -$369K -5,232 -29%
FHC
845
Fort Henry Capital
West Virginia
$957K +$193K +2,727 +27%
GIM
846
Goelzer Investment Management
Indiana
$938K -$26.8K -379 -3%
SAS
847
SMI Advisory Services
Indiana
$933K +$279K +3,958 +45%
SC
848
Syon Capital
California
$921K +$884K +12,518 New
ETIA
849
Epic Trust Investment Advisors
Washington
$914K -$183K -2,592 -17%
TDWM
850
Topel & Distasi Wealth Management
California
$910K +$160K +2,269 +22%
32 33
34
35 36

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.