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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
JGIA
1101
Jackson Grant Investment Advisers
Connecticut
$367K +$508 +7 +0.1%
GPA
1102
Garrison Point Advisors
California
$367K +$367K +5,054 New
RIA
1103
Regal Investment Advisors
Michigan
$366K +$2.1K +29 +0.6%
CAM
1104
Clark Asset Management
New Hampshire
$366K
MAM
1105
McLean Asset Management
Virginia
$365K -$75.8K -1,045 -17%
TTWM
1106
TCV Trust & Wealth Management
Virginia
$363K -$145K -2,001 -29%
WAM
1107
WNY Asset Management
New York
$362K +$9.22K +127 +3%
FIM
1108
Freedom Investment Management
Connecticut
$362K -$162K -2,231 -31%
AWM
1109
AllSquare Wealth Management
New York
$362K -$2.54K -35 -0.7%
CCG
1110
Capital CS Group
California
$361K +$361K +4,968 New
DSC
1111
Duncker Streett & Co
Missouri
$359K -$22.9K -315 -6%
AP
1112
Aspect Partners
Virginia
$356K
GCA
1113
Genesee Capital Advisors
New York
$354K -$37.1K -511 -9%
CGPCS
1114
Capital Group Private Client Services
California
$354K +$354K +4,876 New
CFA
1115
CWS Financial Advisors
Michigan
$354K +$70.8K +975 +25%
SMC
1116
Smith, Moore & Co
Missouri
$353K -$53K -731 -13%
CPP
1117
Capasso Planning Partners
South Carolina
$351K +$7.4K +102 +2%
RIP
1118
RAM Investment Partners
Washington
$345K +$344K +4,745 New
CA
1119
Cumberland Advisors
Florida
$343K +$29.1K +401 +9%
TPWA
1120
Twin Peaks Wealth Advisors
California
$343K -$201K -2,774 -37%
OCG
1121
Opus Capital Group
Ohio
$342K +$1.74K +24 +0.5%
NBT
1122
Northwest Bank & Trust
Iowa
$342K
ACP
1123
Aveo Capital Partners
Colorado
$341K -$109K -1,502 -24%
LMKC
1124
L.M. Kohn & Company
Ohio
$340K +$51.2K +705 +18%
WWM
1125
Wiser Wealth Management
Georgia
$340K -$2.36M -32,484 -87%

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.