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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
FMWA
976
Forvis Mazars Wealth Advisors
Missouri
$566K -$148K -2,037 -21%
AF
977
Apollon Financial
South Carolina
$564K -$1.9M -26,162 -77%
PA
978
Pineridge Advisors
Missouri
$564K -$89K -1,227 -14%
PWMG
979
Pioneer Wealth Management Group
Texas
$564K +$2.76K +38 +0.5%
CCB
980
Country Club Bank
Missouri
$563K -$99.8K -1,375 -15%
WP
981
WMS Partners
Maryland
$562K +$32.8K +452 +6%
MA
982
Modus Advisors
Minnesota
$561K +$73 +1 +0%
WPWM
983
Windward Private Wealth Management
Kansas
$557K -$31.3K -431 -5%
SP
984
Successful Portfolios
Florida
$556K -$32.9K -454 -6%
OFS
985
Oldfather Financial Services
Nebraska
$548K +$24.1K +332 +5%
NW
986
NewEdge Wealth
Pennsylvania
$547K -$9.73M -134,123 -95%
IF
987
Intrua Financial
Texas
$545K -$10.7K -148 -2%
Bank Julius Baer & Co
988
Bank Julius Baer & Co
Switzerland
$545K
ML
989
McAdam LLC
Pennsylvania
$544K -$4.5K -62 -0.8%
DWS
990
Discipline Wealth Solutions
South Carolina
$543K -$1.3M -17,871 -70%
CFG
991
Citizens Financial Group
Rhode Island
$542K +$542K +7,469 New
RMDI
992
R.M. Davis Inc
Maine
$542K -$101K -1,394 -16%
VCP
993
Verus Capital Partners
Arizona
$540K -$65.1K -897 -11%
SCA
994
Stonebridge Capital Advisors
Minnesota
$539K +$279K +3,850 +108%
BWG
995
Balanced Wealth Group
Ohio
$538K -$587K -8,086 -52%
VP
996
Verum Partners
North Carolina
$536K +$3.48K +48 +0.7%
AC
997
AWM Capital
Arizona
$533K -$31.1K -429 -6%
UWM
998
USAdvisors Wealth Management
Minnesota
$530K -$5.01K -69 -0.9%
RCM
999
Rain Capital Management
Oregon
$524K -$22.6K -311 -4%
SFS
1000
Summit Financial Strategies
Ohio
$524K -$1.52K -21 -0.3%

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.