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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
SCM
926
Shorepath Capital Management
Utah
$649K +$58.1K +800 +10%
CIA
927
Capital Investment Advisors
Georgia
$648K -$95.1K -1,310 -13%
RFS
928
Richardson Financial Services
Massachusetts
$646K +$440K +6,061 +214%
CT
929
Colonial Trust
South Carolina
$645K -$30.1K -415 -4%
LWM
930
Liberty Wealth Management
California
$644K -$6.16M -84,856 -91%
HBW
931
Hazlett, Burt & Watson
West Virginia
$644K -$62.6K -863 -9%
RFP
932
RCS Financial Planning
Maryland
$643K +$22.5K +310 +4%
CAAM
933
Cornerstone Advisors Asset Management
Pennsylvania
$641K
MPW
934
Monterey Private Wealth
California
$638K +$26.8K +369 +4%
LFG
935
Larson Financial Group
Missouri
$637K -$144K -1,984 -18%
CAG
936
Crestwood Advisors Group
Massachusetts
$634K +$28.7K +395 +5%
LFG
937
Lockerman Financial Group
California
$634K +$16.3K +224 +3%
CWP
938
Cyndeo Wealth Partners
Florida
$630K -$1.52M -20,969 -71%
RWMH
939
Riverpoint Wealth Management Holdings
Illinois
$629K +$68.1K +939 +12%
CFP
940
Cypress Financial Planning
New Jersey
$629K +$374K +5,150 +147%
CAC
941
Certified Advisory Corp
Florida
$624K +$33.3K +459 +6%
PP
942
PrairieView Partners
Minnesota
$622K +$2.98K +41 +0.5%
CW
943
CIC Wealth
Maryland
$620K +$54.2K +747 +10%
DCM
944
Driehaus Capital Management
Illinois
$619K +$159K +2,193 +35%
KFI
945
Key Financial Inc
Pennsylvania
$619K +$73 +1 +0%
PFG
946
Pinnacle Financial Group
Illinois
$618K -$136K -1,880 -18%
RB
947
Rodgers Brothers
Pennsylvania
$617K
HWA
948
HCR Wealth Advisors
California
$617K -$76.1K -1,048 -11%
IIC
949
Ironwood Investment Counsel
Arizona
$617K +$406K +5,598 +194%
HGERS
950
Householder Group Estate & Retirement Specialist
Arizona
$615K -$15.2K -210 -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.