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Vanguard Total Bond Market

1,440 hedge funds and large institutions have $63B invested in Vanguard Total Bond Market in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 686 increasing their positions, 494 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

645% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.68M

39% more repeat investments, than reductions

Existing positions increased: 686 | Existing positions reduced: 494

33% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 96

1% more funds holding

Funds holding: 1,4231,440 (+17)

2% more capital invested

Capital invested by funds: $61.9B → $63B (+$1.14B)

0.31% more ownership

Funds ownership: 58.59%58.89% (+0.31%)

2% less funds holding in top 10

Funds holding in top 10: 240236 (-4)

Holders
1,440
Holders Change
+17
Holders Change %
+1.19%
% of All Funds
20.8%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
3.41%
New
128
Increased
686
Reduced
494
Closed
96
Calls
$12.5M
Puts
$1.68M
Net Calls
+$10.8M
Net Calls Change
+$8.24M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
951
Forvis Mazars Wealth Advisors
Missouri
$609K +$46.7K +652 +8%
WMWM
952
Whitaker-Myers Wealth Managers
Ohio
$608K -$303K -4,233 -33%
RFS
953
Richardson Financial Services
Massachusetts
$607K -$33.2K -464 -5%
LWM
954
Liberty Wealth Management
California
$606K +$3.12M +43,515 +492%
HWA
955
HCR Wealth Advisors
California
$606K -$6.09K -85 -1%
HGERS
956
Householder Group Estate & Retirement Specialist
Arizona
$605K -$4.01K -56 -0.7%
BOSSRA
957
B.O.S.S. Retirement Advisors
Utah
$604K +$601K +8,387 New
AWM
958
Aries Wealth Management
Maine
$600K
LFG
959
Larson Financial Group
Missouri
$599K -$33.4K -466 -5%
SFP
960
Sandbox Financial Partners
Maryland
$597K +$4.15K +58 +0.7%
BAM
961
Belpointe Asset Management
Nevada
$595K -$265K -3,699 -31%
MWM
962
Marion Wealth Management
Pennsylvania
$595K +$859 +12 +0.1%
CSWM
963
Cassady Schiller Wealth Management
Ohio
$594K
VCP
964
Verus Capital Partners
Arizona
$593K +$56.9K +794 +11%
KWS
965
Keystone Wealth Services
California
$592K +$589K +8,222 New
CAC
966
Certified Advisory Corp
Florida
$592K -$26.9K -375 -4%
CFG
967
Citizens Financial Group
Rhode Island
$589K +$50.8K +709 +9%
RSWM
968
Robertson Stephens Wealth Management
California
$587K +$584K +8,150 New
ML
969
McAdam LLC
Pennsylvania
$586K +$45.9K +641 +9%
PA
970
Planning Alternatives
Michigan
$584K +$580K +8,103 New
GSEP
971
Golden State Equity Partners
California
$583K +$580K +8,095 New
BAM
972
BTS Asset Management
Massachusetts
$583K -$495K -6,907 -46%
Empower Advisory Group
973
Empower Advisory Group
Colorado
$582K -$886K -12,367 -61%
RPA
974
Rock Point Advisors
Vermont
$581K +$1.79K +25 +0.3%
KFP
975
Keener Financial Planning
Texas
$578K +$12.9K +180 +2%

BND Hedge Fund Activity: Q2 2024 in Review

1,440 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2024, worth a combined $63B — up 1.8% from $61.9B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new BND positions and 96 closed out — a net gain of 32 holders — while 686 added to existing stakes and 494 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $1.63B. The largest seller was Jones Financial Companies, cutting an estimated $2.12B.

  • 1,440 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2024, up from 1,423 in Q1 2024.
  • Funds reported $63B of Vanguard Total Bond Market stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 128 funds opened new Vanguard Total Bond Market positions in Q2 2024 and 96 closed out, a net change of +32 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2024 was Axiom Advisory, an estimated $1.63B added.
  • The largest Vanguard Total Bond Market seller in Q2 2024 was Jones Financial Companies, an estimated $2.12B sold.

Based on aggregated 13F filings for Q2 2024.