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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
CCP
1126
Clarity Capital Partners
California
$340K
HL
1127
HeadInvest LLC
Maine
$338K
KOCAA
1128
Knights of Columbus Asset Advisors
Connecticut
$336K -$41.3K -569 -11%
CAWM
1129
Capital Advisors Wealth Management
Washington
$336K +$335K +4,621 New
VFG
1130
Valley Financial Group
Pennsylvania
$335K -$36.6K -505 -10%
SWM
1131
SeaCrest Wealth Management
New York
$334K -$36.8K -507 -10%
ACA
1132
Anchor Capital Advisors
Massachusetts
$334K
LWM
1133
LongView Wealth Management
Georgia
$332K +$218 +3 +0.1%
MA
1134
MKT Advisors
California
$328K
FPGT
1135
Financial Partners Group (Tennessee)
Tennessee
$327K +$7.69K +106 +2%
MCM
1136
MidAtlantic Capital Management
Virginia
$323K -$370K -5,096 -53%
EA
1137
Eclectic Associates
California
$322K +$73 +1 +0%
LFASL
1138
Lugano Financial Advisors SA (LFA)
Switzerland
$322K
SEP
1139
Southland Equity Partners
Missouri
$321K +$321K +4,417 New
MC
1140
Moors & Cabot
Massachusetts
$319K +$10.4K +144 +3%
HNB
1141
Hilltop National Bank
Wyoming
$318K +$318K +4,378 New
PFBT
1142
Parkside Financial Bank & Trust
Missouri
$314K +$8.71K +120 +3%
LL
1143
LPWM LLC
Minnesota
$314K -$35.5K -489 -10%
LWM
1144
LJI Wealth Management
Indiana
$310K +$57.8K +796 +23%
First Manhattan
1145
First Manhattan
New York
$308K +$245K +3,377 +394%
SFP
1146
Sweet Financial Partners
Minnesota
$306K -$99.6K -1,373 -25%
CM
1147
Cornerstone Management
Georgia
$304K
MIC
1148
Means Investment Company
Maine
$303K -$73K -1,006 -19%
NP
1149
NorthRock Partners
Minnesota
$303K -$31.4K -432 -9%
OWA
1150
Octavia Wealth Advisors
Ohio
$302K +$302K +4,158 New

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.