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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
HFS
826
Heritage Financial Services
Massachusetts
$1.03M -$303K -4,181 -23%
CT
827
Caldwell Trust
Florida
$1.02M +$127K +1,750 +14%
APC
828
Aspire Private Capital
North Carolina
$1.02M +$219K +3,019 +27%
FNT
829
First National Trust
Pennsylvania
$1.01M +$700K +9,648 +223%
CWM
830
Collaborative Wealth Management
Florida
$1.01M -$87.1K -1,200 -8%
BWL
831
Beacon Wealthcare LLC
North Carolina
$1.01M -$735K -10,127 -42%
CA
832
Claro Advisors
Massachusetts
$1.01M +$136K +1,874 +16%
GAM
833
Gemmer Asset Management
California
$1.01M +$1.01M +13,869 New
HPC
834
HM Payson & Co
Maine
$1M -$54.6K -752 -5%
SFS
835
Sharp Financial Services
Pennsylvania
$1M -$83.5K -1,150 -8%
HIS
836
Horizon Investment Services
Indiana
$997K
HAS
837
HBW Advisory Services
California
$994K
KWA
838
Kingswood Wealth Advisors
California
$967K -$155K -2,140 -14%
GL
839
Graypoint LLC
New York
$966K -$81.1K -1,117 -8%
FA
840
FSA Advisors
Michigan
$965K -$148K -2,033 -13%
AT
841
American Trust
Kentucky
$960K -$50.2K -692 -5%
PG
842
Prostatis Group
Maryland
$959K -$580K -7,997 -38%
SAM
843
Smartleaf Asset Management
Massachusetts
$946K -$139K -1,919 -13%
BSW
844
Buckingham Strategic Wealth
Missouri
$941K -$12.2K -168 -1%
TCM
845
Traynor Capital Management
Pennsylvania
$940K +$63.6K +877 +7%
IA
846
IFG Advisory
Georgia
$930K -$538K -7,414 -37%
WMWM
847
Whitaker-Myers Wealth Managers
Ohio
$921K +$326K +4,492 +55%
SP
848
Sequent Planning
Nebraska
$919K +$918K +12,649 New
HDIM
849
Hanson & Doremus Investment Management
Vermont
$913K -$1.06M -14,554 -54%
GWANC
850
Guardian Wealth Advisors (North Carolina)
North Carolina
$904K -$43K -593 -5%

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.