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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
GFG
1076
Greystone Financial Group
Michigan
$399K +$398K +5,489 New
SSWM
1077
Sheets Smith Wealth Management
North Carolina
$398K -$3.48K -48 -0.9%
CB
1078
Community Bank
New York
$397K +$22.4K +309 +6%
AEPWM
1079
Atlantic Edge Private Wealth Management
Florida
$391K -$1.91M -26,280 -83%
SFG
1080
SevenBridge Financial Group
Pennsylvania
$391K +$39.3K +541 +11%
DCM
1081
Dimension Capital Management
Florida
$388K
OAJ
1082
Ogorek Anthony Joseph
New York
$388K
FPCP
1083
Fort Point Capital Partners
California
$388K -$39.8K -549 -9%
SL
1084
SWMG LLC
Texas
$388K +$141K +1,937 +57%
BDFN
1085
Bond & Devick Financial Network
Minnesota
$387K +$10K +138 +3%
BAM
1086
Brave Asset Management
New Jersey
$386K -$4.86K -67 -1%
M
1087
MYeCFO
California
$386K -$824K -11,348 -68%
EFA
1088
Edge Financial Advisors
Illinois
$386K +$385K +5,311 New
VCA
1089
Verdence Capital Advisors
Maryland
$386K -$72.6K -1,000 -16%
SIA
1090
Stegner Investment Associates
Kentucky
$384K +$23.1K +319 +6%
FOA
1091
Five Oceans Advisors
California
$383K -$5.95K -82 -2%
SAM
1092
S.A. Mason
Michigan
$382K
IA
1093
Insight Advisors
Pennsylvania
$379K +$77.1K +1,062 +26%
MW
1094
Marcum Wealth
Ohio
$378K +$4.43K +61 +1%
WA
1095
Wealth Alliance
New York
$374K +$126K +1,731 +51%
CCM
1096
Chilton Capital Management
Texas
$373K -$7.26K -100 -2%
BFA
1097
Bright Financial Advisors
Michigan
$373K +$498K +6,866 New
PAM
1098
Palisade Asset Management
Minnesota
$372K +$133K +1,832 +56%
CIA
1099
Choate Investment Advisors
Massachusetts
$372K -$726 -10 -0.2%
SPL
1100
Smart Portfolios LLC
Washington
$369K

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.