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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
AAG
101
Armstrong Advisory Group
Massachusetts
$55.3M
RIM
102
Rockbridge Investment Management
New York
$54.7M +$296K +4,085 +0.5%
MWM
103
Magnolia Wealth Management
Alabama
$54.5M +$27.3M +375,767 +99%
AGA
104
Arkos Global Advisors
Texas
$54.4M +$481K +6,633 +0.9%
G
105
GenTrust
Florida
$54.2M +$13.5M +186,580 +33%
NAS
106
Nicolet Advisory Services
Wisconsin
$53.9M +$502K +6,924 +0.9%
STA
107
Summit Trail Advisors
New York
$53.4M +$8.3M +114,413 +18%
AWS
108
Atria Wealth Solutions
New York
$53.3M +$3.42M +47,178 +7%
S
109
SignatureFD
Georgia
$53.2M +$1.31M +18,049 +3%
AA
110
Apriem Advisors
California
$53M +$1.07M +14,682 +2%
UOC
111
University of Chicago
Illinois
$52.9M +$1.63M +22,500 +3%
SW
112
SoFi Wealth
California
$51.4M +$5.35M +73,673 +12%
RRWA
113
Rainey & Randall Wealth Advisors
Florida
$49.8M +$352K +4,851 +0.7%
BSWM
114
Boston Standard Wealth Management
Massachusetts
$49.5M +$5.66M +77,924 +13%
RFA
115
RTD Financial Advisors
Pennsylvania
$49.3M -$271K -3,736 -0.5%
PIFP
116
Partners in Financial Planning
Virginia
$49.1M +$1.26M +17,330 +3%
JF
117
Joule Financial
Kentucky
$48.3M +$4.33M +59,666 +10%
LMIM
118
Lockheed Martin Investment Management
Maryland
$47.2M
WFA
119
West Financial Advisors
Iowa
$47M +$1.95M +26,918 +4%
TC
120
Trust Company
Kansas
$47M +$3.4M +46,878 +8%
BCM
121
BTC Capital Management
Iowa
$46.8M +$46.8M +644,235 New
LSAG
122
Lake Street Advisors Group
New Hampshire
$46.2M +$2.6M +35,803 +6%
EI
123
Ellevest Inc
New York
$46.1M +$3.82M +52,639 +9%
FA
124
Fiducient Advisors
Illinois
$45.2M +$2.97M +40,951 +7%
MNG
125
Manning & Napier Group
New York
$44.5M

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.