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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
CSPAM
951
Cary Street Partners Asset Management
Virginia
$611K +$260K +3,589 +74%
RIL
952
Rothschild Investment LLC
Illinois
$610K +$3.34K +46 +0.6%
AWM
953
Aries Wealth Management
Maine
$605K
WB
954
Webster Bank
Connecticut
$601K -$16.9K -233 -3%
CIA
955
Cape Investment Advisory
Georgia
$600K -$15.6K -215 -3%
CSWM
956
Cassady Schiller Wealth Management
Ohio
$599K
H
957
HoyleCohen
California
$599K +$188K +2,595 +46%
MWM
958
Marion Wealth Management
Pennsylvania
$598K +$42.5K +586 +8%
MCC
959
Money Concepts Capital
Florida
$598K +$173K +2,381 +41%
NFA
960
Northwest Financial Advisors
Virginia
$598K +$130K +1,795 +28%
SFP
961
Sandbox Financial Partners
Maryland
$597K +$300K +4,136 +101%
AFO
962
Arrowroot Family Office
California
$593K +$34.1K +470 +6%
PP
963
Patron Partners
Texas
$591K -$202K -2,790 -26%
KMWM
964
Keudell/Morrison Wealth Management
Oregon
$587K -$130K -1,788 -18%
OWM
965
Opes Wealth Management
California
$585K +$194K +2,675 +50%
JIC
966
Joel Isaacson & Co
New York
$585K +$10K +138 +2%
RPA
967
Rock Point Advisors
Vermont
$584K +$10.9K +150 +2%
HIP
968
HUB Investment Partners
Texas
$582K -$2.25K -31 -0.4%
HH
969
Hilltop Holdings
Texas
$580K -$49.5K -682 -8%
CSIA
970
Conrad Siegel Investment Advisors
Pennsylvania
$579K -$151K -2,077 -21%
KWMG
971
King Wealth Management Group
Florida
$578K -$17K -234 -3%
OWA
972
Opal Wealth Advisors
New York
$575K +$325K +4,485 +130%
SIA
973
Schechter Investment Advisors
Michigan
$573K +$197K +2,714 +52%
SIG
974
Stonegate Investment Group
Alabama
$572K +$572K +7,876 New
KFP
975
Keener Financial Planning
Texas
$571K -$128K -1,763 -18%

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.