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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
GAA
1001
Guardian Asset Advisors
Pennsylvania
$523K +$267K +3,680 +105%
BC
1002
Barrett & Company
Rhode Island
$521K +$145 +2 +0%
AWE
1003
Avidian Wealth Enterprises
Texas
$521K -$105K -1,448 -17%
Fiera Capital (Canada)
1004
Fiera Capital (Canada)
Quebec, Canada
$521K -$57.2K -788 -10%
AFS
1005
Access Financial Services
Minnesota
$521K -$82K -1,130 -14%
CFG
1006
Cooper Financial Group
California
$513K +$513K +7,062 New
GWSG
1007
GPS Wealth Strategies Group
Colorado
$513K +$103K +1,423 +25%
FW
1008
Fairway Wealth
Ohio
$512K +$102K +1,408 +25%
WF
1009
Welch & Forbes
Massachusetts
$512K +$10.2K +140 +2%
WPC
1010
Wedmont Private Capital
Pennsylvania
$512K -$484K -6,670 -48%
AT
1011
Arlington Trust
Alabama
$511K
MSF
1012
Mustard Seed Financial
Arkansas
$508K -$9.72K -134 -2%
RMA
1013
Roffman Miller Associates
Pennsylvania
$505K +$154K +2,127 +44%
PMG
1014
ProVise Management Group
Florida
$503K -$17.4K -240 -3%
Vontobel Holding
1015
Vontobel Holding
Switzerland
$501K
CWC
1016
Carolinas Wealth Consulting
North Carolina
$497K +$2.83K +39 +0.6%
SAI
1017
Savvy Advisors Inc
New York
$491K +$202K +2,780 +70%
APG
1018
Abacus Planning Group
South Carolina
$491K
LA
1019
Legacy Advisors
Pennsylvania
$490K
BBWP
1020
Beacon Bridge Wealth Partners
Pennsylvania
$490K -$161K -2,213 -25%
TI
1021
Truepoint Inc
Ohio
$489K +$74.2K +1,022 +18%
NCM
1022
Northwest Capital Management
Oregon
$487K +$3.92K +54 +0.8%
CCA
1023
Clarity Capital Advisors
Florida
$485K -$11.9K -164 -2%
PA
1024
Procyon Advisors
Connecticut
$484K +$1.31K +18 +0.3%
FEM
1025
Fulcrum Equity Management
Texas
$483K -$290 -4 -0.1%

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.