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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
PIP
1251
Peachtree Investment Partners
Florida
$215K -$10.1K -143 -5%
ONB
1252
Old National Bancorp
Indiana
$214K +$205K +2,910 New
ACA
1253
Affinity Capital Advisors
California
$214K +$1.27K +18 +0.6%
IIC
1254
Ironwood Investment Counsel
Arizona
$213K – – –
FPF
1255
First Pacific Financial
Washington
$212K -$206K -2,919 -50%
ACA
1256
Atlas Capital Advisors
Wyoming
$212K – – –
CA
1257
Calton & Associates
Florida
$212K +$204K +2,883 New
WWM
1258
WT Wealth Management
Arizona
$211K +$203K +2,874 New
RWA
1259
River Wealth Advisors
Pennsylvania
$210K -$34.2K -484 -15%
PPW
1260
Pasadena Private Wealth
California
$210K +$201K +2,852 New
HSBC Holdings
1261
HSBC Holdings
United Kingdom
$209K -$2.26K -32 -1%
FIC
1262
Family Investment Center
Missouri
$209K +$200K +2,838 New
RFS
1263
Richardson Financial Services
Massachusetts
$208K +$200K +2,834 New
VF
1264
Vawter Financial
Ohio
$208K -$49.4K -700 -20%
FT
1265
Fiduciary Trust
Massachusetts
$208K +$200K +2,828 New
AC
1266
Avestar Capital
New York
$207K +$199K +2,821 New
C
1267
CEDRUS
Colorado
$207K +$199K +2,816 New
TWP
1268
TFO Wealth Partners
Ohio
$206K -$39.8K -564 -17%
GAG
1269
GM Advisory Group
New York
$206K +$197K +2,796 New
GP
1270
Girard Partners
Pennsylvania
$206K -$10.8K -153 -5%
SB
1271
Simmons Bank
Arkansas
$205K +$197K +2,788 New
SIC
1272
Sterling Investment Counsel
New York
$205K +$197K +2,785 New
QWM
1273
Quadcap Wealth Management
Texas
$203K +$195K +2,763 New
AAP
1274
Arax Advisory Partners
Colorado
$203K +$3.6K +51 +2%
FWP
1275
FAS Wealth Partners
Kansas
$203K -$12.8K -182 -6%
49 50
51
52 53

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.