We are live on ! Find out more
BND icon

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
FFM
1051
Forum Financial Management
Illinois
$453K +$53K +731 +13%
LI
1052
LRI Investments
Florida
$449K +$449K +6,184 New
LA
1053
Latitude Advisors
Florida
$447K +$2.61K +36 +0.6%
RF
1054
Robinswood Financial
Washington
$444K -$197K -2,709 -30%
FCA
1055
Fortis Capital Advisors
Kansas
$444K +$122K +1,678 +38%
T
1056
TrueFG
Texas
$443K -$10.1K -139 -2%
HWP
1057
Hibernia Wealth Partners
Louisiana
$442K +$442K +6,089 New
AG
1058
AlTi Global
New York
$439K -$413K -5,691 -48%
HA
1059
Hanover Advisors
South Carolina
$438K -$5.08K -70 -1%
1CP
1060
17 Capital Partners
Arizona
$436K +$461K +6,357 New
BFC
1061
Bedel Financial Consulting
Indiana
$429K
FAG
1062
Fortitude Advisory Group
Washington
$428K +$10.4K +143 +2%
JFG
1063
JMG Financial Group
Illinois
$427K +$5.81K +80 +1%
HWM
1064
Hohimer Wealth Management
Washington
$427K -$31.3K -431 -7%
ATC
1065
Adirondack Trust Company
New York
$427K
CSIA
1066
Charles Schwab Investment Advisory
California
$427K +$93.3K +1,286 +28%
NFP
1067
NorthLanding Financial Partners
New York
$424K -$6.1K -84 -1%
GLA
1068
Good Life Advisors
Pennsylvania
$423K -$128K -1,762 -23%
CIBC Private Wealth Group
1069
CIBC Private Wealth Group
Georgia
$420K +$424K +5,844 New
NSB
1070
Norway Savings Bank
Maine
$420K -$37K -510 -8%
BFC
1071
Blue Fin Capital
Rhode Island
$417K -$1.02K -14 -0.2%
SDWIA
1072
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$416K
WE
1073
Wealth Effects
Massachusetts
$416K +$36.1K +498 +10%
TA
1074
TFB Advisors
Kansas
$410K +$421K +5,803 New
SDH
1075
Sloy Dahl & Holst
Washington
$405K +$29K +399 +8%

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.