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Vanguard Total Bond Market
BND

1,446 hedge funds and large institutions have $65.6B invested in Vanguard Total Bond Market in 2023 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 616 increasing their positions, 451 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 85

85% more call options, than puts

Call options by funds: $4.82M | Put options by funds: $2.6M

37% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 451

15% more funds holding in top 10

Funds holding in top 10: 207 → 239 (+32)

15% more capital invested

Capital invested by funds: $57B → $65.6B (+$8.65B)

13% more funds holding

Funds holding: 1,276 → 1,446 (+170)

6.91% more ownership

Funds ownership: 60.2% → 67.11% (+6.9%)

Holders
1,446
Holders Change
+170
Holders Change %
+13.32%
% of All Funds
21.08%
Holding in Top 10
239
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+15.46%
% of All Funds
3.48%
New
279
Increased
616
Reduced
451
Closed
85
Calls
$4.82M
Puts
$2.6M
Net Calls
+$2.22M
Net Calls Change
-$1.11M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.15B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$753M
3
MIS
Morningstar Investment Services
Illinois
+$599M
4
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$432M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$409M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$673M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$435M
3
US Bancorp
US Bancorp
Minnesota
-$210M
4
G
GenTrust
Florida
-$123M
5
RA
Rational Advisors
New York
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1176
Obermeyer Wealth Partners
Colorado
$283K -$32.8K -464 -11%
EIP
1177
Ellis Investment Partners
Pennsylvania
$283K -$18.7K -265 -6%
ESB
1178
Essex Savings Bank
Connecticut
$282K – – –
WWP
1179
Walden Wealth Partners
Ohio
$280K +$269K +3,808 New
MAWCM
1180
Mine & Arao Wealth Creation & Management
California
$277K – – –
Bessemer Group
1181
Bessemer Group
New Jersey
$275K -$372K -5,263 -59%
CWA
1182
Clearview Wealth Advisors
Oregon
$275K +$2.82K +40 +1%
CIAS
1183
Capital Investment Advisory Services
North Carolina
$275K +$8.4K +119 +3%
BC
1184
Brio Consultants
California
$274K +$494 +7 +0.2%
PVI
1185
Pine Valley Investments
New Jersey
$274K +$263K +3,723 New
LFA
1186
Laraway Financial Advisors
Minnesota
$273K -$15K -212 -5%
EWS
1187
Eagle Wealth Strategies
New Jersey
$273K +$262K +3,706 New
SIAP
1188
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$270K -$26.5K -375 -9%
RPG
1189
Resource Planning Group
Georgia
$269K – – –
EFG
1190
Ethos Financial Group
Pennsylvania
$267K -$136K -1,923 -35%
WIC
1191
Woodmont Investment Counsel
Tennessee
$266K -$89.2K -1,264 -26%
SWA
1192
SOA Wealth Advisors
New York
$266K -$211K -2,989 -45%
CAM
1193
Cozad Asset Management
Illinois
$265K -$4.94K -70 -2%
TRCT
1194
Tower Research Capital (TRC)
New York
$264K -$635 -9 -0.3%
OAP
1195
One Advisory Partners
Kansas
$264K -$50.9K -721 -17%
PGWM
1196
Pitti Group Wealth Management
New York
$263K -$11.7K -166 -4%
SCA
1197
Stonebridge Capital Advisors
Minnesota
$263K – – –
MWA
1198
Mills Wealth Advisors
Texas
$261K -$823K -11,652 -77%
SCM
1199
Sollinda Capital Management
Florida
$259K +$249K +3,525 New
GAA
1200
Guardian Asset Advisors
Pennsylvania
$259K +$248K +3,515 New
46 47
48
49 50

BND Hedge Fund Activity: Q4 2023 in Review

1,446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2023, worth a combined $65.6B — up 15% from $57B a quarter earlier.

Buyers outnumbered sellers: 279 funds opened new BND positions and 85 closed out — a net gain of 194 holders — while 616 added to existing stakes and 451 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.15B. The largest seller was JP Morgan Chase, cutting an estimated $673M.

  • 1,446 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $65.6B of Vanguard Total Bond Market stock for Q4 2023, up 15% quarter-over-quarter.
  • 279 funds opened new Vanguard Total Bond Market positions in Q4 2023 and 85 closed out, a net change of +194 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2023 was Morgan Stanley, an estimated $6.15B added.
  • The largest Vanguard Total Bond Market seller in Q4 2023 was JP Morgan Chase, an estimated $673M sold.

Based on aggregated 13F filings for Q4 2023.