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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
1226
Peterson Wealth Management
Nevada
$228K +$228K +3,138 New
CD
1227
Chapin Davis
Maryland
$227K -$16K -221 -7%
EFP
1228
EnRich Financial Partners
Wisconsin
$225K
FP
1229
FFG Partners
Florida
$225K +$1.31K +18 +0.6%
TWP
1230
Tyche Wealth Partners
Texas
$225K -$74.6K -1,028 -25%
VHAM
1231
Van Hulzen Asset Management
California
$223K -$74.7K -1,030 -25%
AFAS
1232
Acorn Financial Advisory Services
Virginia
$221K -$11.3K -156 -5%
BC
1233
Belmont Capital
California
$220K
CW
1234
Connectus Wealth
Ohio
$220K
VFPW
1235
Vantage Financial Partners (Wisconsin)
Wisconsin
$219K -$8.42K -116 -4%
CWA
1236
Clearview Wealth Advisors
Oregon
$218K -$52.9K -729 -20%
VIP
1237
Vantage Investment Partners
Missouri
$217K
CAM
1238
Crestone Asset Management
Colorado
$217K +$217K +2,987 New
WWM
1239
WT Wealth Management
Arizona
$216K +$7.26K +100 +3%
MAM
1240
Mainsail Asset Management
Alabama
$215K
VF
1241
Vawter Financial
Ohio
$213K +$7.11K +98 +3%
PIP
1242
Peachtree Investment Partners
Florida
$212K
WPW
1243
Watershed Private Wealth
Illinois
$212K -$518K -7,138 -71%
T
1244
TNF
Montana
$209K -$1.02K -14 -0.5%
VCM
1245
Vivaldi Capital Management
Illinois
$209K -$29.8K -410 -12%
DWM
1246
Darwin Wealth Management
Florida
$209K -$30.8K -424 -13%
EFS
1247
Essex Financial Services
Connecticut
$208K -$36.8K -507 -15%
EW
1248
Evoke Wealth
California
$208K +$208K +2,865 New
ODG
1249
O'Dell Group
Ohio
$207K +$10.1K +139 +5%
FWP
1250
FAS Wealth Partners
Kansas
$206K +$5.88K +81 +3%

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.