We are live on ! Find out more
BND icon

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
TDWM
851
Topel & Distasi Wealth Management
California
$900K +$871 +12 +0.1%
IFWM
852
Institute for Wealth Management
Colorado
$895K -$143K -1,967 -14%
NPFS
853
Novak & Powell Financial Services
Florida
$895K +$1.23K +17 +0.1%
SA
854
Strategic Advocates
Utah
$888K +$315K +4,338 +55%
SFP
855
Strategic Financial Planning
Texas
$886K -$231K -3,182 -21%
PCMM
856
Piedmont Capital Management (Montana)
Montana
$884K +$15.7K +216 +2%
GIM
857
Goelzer Investment Management
Indiana
$881K -$44.6K -615 -5%
Qube Research & Technologies (QRT)
858
Qube Research & Technologies (QRT)
United Kingdom
$879K
WWA
859
WCG Wealth Advisors
Nevada
$878K -$175K -2,416 -17%
HI
860
Hendershot Investments
Virginia
$875K -$351K -4,842 -29%
BAM
861
Belpointe Asset Management
Nevada
$868K +$546K +7,521 +170%
CPA
862
Capital Planning Advisors
California
$867K +$105K +1,444 +14%
CIG
863
Cascade Investment Group
Colorado
$867K +$447K +6,155 +106%
APWM
864
Argonautica Private Wealth Management
Massachusetts
$864K +$59.1K +815 +7%
BTWM
865
Brass Tax Wealth Management
Ohio
$863K +$863K +11,888 New
LODC
866
Lanham O'Dell & Company
West Virginia
$863K +$3.84M +52,971 +1,077%
RGC
867
Roberts, Glore & Co
Illinois
$860K -$9.43K -130 -1%
RWM
868
Ruedi Wealth Management
Illinois
$860K -$34.3K -472 -4%
CFS
869
Cannon Financial Strategists
Georgia
$859K +$1.52K +21 +0.2%
ATPW
870
Ashton Thomas Private Wealth
Arizona
$857K +$247K +3,401 +40%
JRP
871
Jasper Ridge Partners
California
$855K
EP
872
Essential Planning
New Hampshire
$843K
IRAG
873
Investment Research & Advisory Group
Georgia
$833K -$1.29M -17,768 -61%
RWM
874
RBA Wealth Management
California
$832K +$64.9K +894 +8%
FA
875
Fountainhead AM
New Jersey
$825K +$17.1K +236 +2%

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.