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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
PWM
1151
Paulson Wealth Management
Illinois
$302K +$11.8K +163 +4%
CCWM
1152
Cassaday & Co Wealth Management
Virginia
$301K -$4.21K -58 -1%
BONH
1153
Bank of New Hampshire
New Hampshire
$301K +$2.54K +35 +0.9%
PIM
1154
Penobscot Investment Management
Massachusetts
$297K
GFA
1155
Gallagher Fiduciary Advisors
Illinois
$297K -$7.84K -108 -3%
DWP
1156
Daymark Wealth Partners
Ohio
$296K -$14.3K -197 -5%
BA
1157
Bridge Advisory
California
$293K -$20.5K -283 -7%
WC
1158
Waterloo Capital
Texas
$293K -$45.5K -627 -13%
CPRC
1159
Consolidated Portfolio Review Corp
New York
$293K -$47.2K -650 -14%
MFG
1160
MidWestOne Financial Group
Iowa
$291K -$203K -2,801 -41%
MLA
1161
My Legacy Advisors
Oregon
$290K -$128K -1,762 -31%
EIP
1162
Ellis Investment Partners
Pennsylvania
$290K +$10.6K +146 +4%
MAS
1163
Madden Advisory Services
Florida
$289K +$289K +3,979 New
MWM
1164
Melfa Wealth Management
Massachusetts
$288K +$288K +3,966 New
S
1165
Sachetta
Massachusetts
$287K
CNWM
1166
Clay Northam Wealth Management
California
$285K +$1.45K +20 +0.5%
T
1167
Tidemark
California
$283K -$180K -2,484 -39%
FNBT
1168
FineMark National Bank & Trust
Florida
$283K +$283K +3,893 New
OWM
1169
OneAscent Wealth Management
Alabama
$282K -$252K -3,466 -47%
ESB
1170
Essex Savings Bank
Connecticut
$282K
IP
1171
Ignite Planners
California
$282K -$195K -2,686 -41%
WH
1172
Whitcomb & Hess
Ohio
$281K +$54.4K +750 +24%
UWS
1173
Unique Wealth Strategies
Illinois
$280K -$82.7K -1,140 -23%
OWP
1174
Obermeyer Wealth Partners
Colorado
$280K
CAM
1175
Cozad Asset Management
Illinois
$275K +$14K +193 +5%

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.