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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
LW
876
Linscomb Wealth
Texas
$821K -$21.6K -297 -3%
TTSTC
877
Texas Treasury Safekeeping Trust Company
Texas
$821K +$319M +4,400,646 +64%
Amundi
878
Amundi
France
$813K +$835K +11,500 New
KA
879
Kovack Advisors
Florida
$810K +$810K +11,157 New
ETIA
880
Epic Trust Investment Advisors
Washington
$809K -$94.1K -1,297 -10%
AWA
881
Archvest Wealth Advisors
California
$808K +$14.4K +199 +2%
AF
882
Advisornet Financial
Minnesota
$804K -$143K -1,969 -15%
ACM
883
AUA Capital Management
Pennsylvania
$803K -$54.6K -752 -6%
SWM
884
SilverOak Wealth Management
Minnesota
$803K +$68.9K +949 +9%
CKAIS
885
Christensen King & Associates Investment Services
Washington
$792K +$120K +1,652 +18%
GFS
886
GYL Financial Synergies
Connecticut
$788K +$21.6K +297 +3%
PFA
887
Petra Financial Advisors
Colorado
$785K
FA
888
Financial Avengers
California
$783K +$279K +3,841 +54%
HIA
889
HTG Investment Advisors
Connecticut
$782K +$310K +4,268 +66%
SIMC
890
Squire Investment Management Company
Utah
$780K +$84.8K +1,169 +12%
SFG
891
Sovereign Financial Group
Connecticut
$777K -$9.72K -134 -1%
UAG
892
United Advisor Group
Ohio
$771K +$770K +10,610 New
AIS
893
American Investment Services
Massachusetts
$770K +$13.6K +188 +2%
EWA
894
EverSource Wealth Advisors
Alabama
$770K +$78.2K +1,078 +11%
MCA
895
MSH Capital Advisors
Arizona
$770K -$4.06K -56 -0.5%
KeyBank National Association
896
KeyBank National Association
Ohio
$768K -$1.73M -23,851 -69%
SWA
897
SFMG Wealth Advisors
Texas
$768K +$1.6K +22 +0.2%
BC
898
Burney Company
Virginia
$762K -$37.4K -515 -5%
SFG
899
Sage Financial Group
Pennsylvania
$761K -$10.8K -149 -1%
GFP
900
Gryphon Financial Partners
Ohio
$760K +$282K +3,888 +59%

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.