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Vanguard Total Bond Market

1,458 hedge funds and large institutions have $70B invested in Vanguard Total Bond Market in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 757 increasing their positions, 444 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $7.85M

70% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 444

42% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 81

11% more capital invested

Capital invested by funds: $63.1B → $70B (+$6.88B)

1% more funds holding

Funds holding: 1,4411,458 (+17)

1% more funds holding in top 10

Funds holding in top 10: 237239 (+2)

0.16% more ownership

Funds ownership: 58.96%59.12% (+0.16%)

Holders
1,458
Holders Change
+17
Holders Change %
+1.18%
% of All Funds
20.93%
Holding in Top 10
239
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.84%
% of All Funds
3.43%
New
115
Increased
757
Reduced
444
Closed
81
Calls
$28.7M
Puts
$7.85M
Net Calls
+$20.9M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
1076
Fulcrum Equity Management
Texas
$473K
EIC
1077
Equity Investment Corp
Georgia
$468K +$461K +6,225 New
DWS
1078
Discipline Wealth Solutions
South Carolina
$460K -$118K -1,594 -21%
LWM
1079
LJI Wealth Management
Indiana
$459K +$114K +1,537 +34%
LWM
1080
Liberty Wealth Management
California
$458K -$3.42M -46,177 -88%
CGPCS
1081
Capital Group Private Client Services
California
$455K -$296 -4 -0.1%
OWM
1082
Opes Wealth Management
California
$455K +$17.8K +240 +4%
ACA
1083
American Capital Advisory
Idaho
$454K
SDWIA
1084
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$453K -$13.2K -178 -3%
NP
1085
NorthRock Partners
Minnesota
$449K +$352K +4,751 +388%
TPWM
1086
Twelve Points Wealth Management
Massachusetts
$449K -$6.29K -85 -1%
ATI
1087
ARK & TLK Investments
Oklahoma
$448K +$3.55K +48 +0.8%
SWA
1088
SFMG Wealth Advisors
Texas
$447K -$107K -1,440 -19%
SL
1089
SWMG LLC
Texas
$447K +$48.7K +658 +12%
NFP
1090
NorthLanding Financial Partners
New York
$446K +$3.4K +46 +0.8%
BFC
1091
Bedel Financial Consulting
Indiana
$445K +$962 +13 +0.2%
WJWM
1092
Williams Jones Wealth Management
New York
$444K +$438K +5,914 New
AFO
1093
Arrowroot Family Office
California
$442K -$46.1K -623 -10%
ATC
1094
Adirondack Trust Company
New York
$442K
JFG
1095
JMG Financial Group
Illinois
$438K -$2.81K -38 -0.6%
PCA
1096
Prosperity Capital Advisors
Ohio
$438K +$432K +5,834 New
RCS
1097
Retirement Capital Strategies
California
$438K +$25.7K +347 +6%
SDH
1098
Sloy Dahl & Holst
Washington
$432K +$12.9K +174 +3%
NAMNJ
1099
NorthStar Asset Management (New Jersey)
New Jersey
$423K -$24.1K -326 -5%
BFC
1100
Blue Fin Capital
Rhode Island
$423K -$2.37K -32 -0.6%

BND Hedge Fund Activity: Q3 2024 in Review

1,458 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2024, worth a combined $70B — up 11% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BND positions and 81 closed out — a net gain of 34 holders — while 757 added to existing stakes and 444 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $800M. The largest seller was SEI Investments, cutting an estimated $275M.

  • 1,458 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2024, up from 1,441 in Q2 2024.
  • Funds reported $70B of Vanguard Total Bond Market stock for Q3 2024, up 11% quarter-over-quarter.
  • 115 funds opened new Vanguard Total Bond Market positions in Q3 2024 and 81 closed out, a net change of +34 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2024 was Morgan Stanley, an estimated $800M added.
  • The largest Vanguard Total Bond Market seller in Q3 2024 was SEI Investments, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2024.