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Vanguard Total Bond Market

1,457 hedge funds and large institutions have $69.9B invested in Vanguard Total Bond Market in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 756 increasing their positions, 444 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $7.85M

70% more repeat investments, than reductions

Existing positions increased: 756 | Existing positions reduced: 444

42% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 81

11% more capital invested

Capital invested by funds: $63B → $69.9B (+$6.88B)

1% more funds holding

Funds holding: 1,4401,457 (+17)

1% more funds holding in top 10

Funds holding in top 10: 236238 (+2)

0.16% more ownership

Funds ownership: 58.89%59.06% (+0.16%)

Holders
1,457
Holders Change
+17
Holders Change %
+1.18%
% of All Funds
20.92%
Holding in Top 10
238
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.42%
New
115
Increased
756
Reduced
444
Closed
81
Calls
$28.7M
Puts
$7.85M
Net Calls
+$20.9M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
1351
Financial Freedom LLC
Ohio
$69.5K +$592 +8 +0.9%
FWA
1352
FSC Wealth Advisors
New York
$66K -$5.25K -71 -7%
OIA
1353
Optimum Investment Advisors
Illinois
$63.8K
FGA
1354
Fortis Group Advisors
New Jersey
$63.5K
MFC
1355
Morris Financial Concepts
South Carolina
$61.7K +$16.5K +223 +37%
FCA
1356
FinTrust Capital Advisors
South Carolina
$60.1K +$8.14K +110 +16%
CWM
1357
Cedar Wealth Management
California
$56.3K +$1.11K +15 +2%
SS
1358
Sunbelt Securities
Texas
$56.2K -$12.7K -171 -19%
AWM
1359
Activest Wealth Management
Florida
$55.5K +$8.14K +110 +17%
CIAS
1360
Capital Investment Advisory Services
North Carolina
$52.8K
DI
1361
DAGCO Inc
Ohio
$51.4K +$23.3K +315 +85%
TC
1362
Truvestments Capital
Florida
$51K +$50.2K +679 New
DF
1363
DecisionPoint Financial
Arizona
$49.9K
RWPA
1364
Richard W. Paul & Associates
Michigan
$49.2K
TCM
1365
Tradewinds Capital Management
Washington
$47.8K +$47.1K +636 New
CFFP
1366
Center for Financial Planning
Michigan
$47.4K
SIS
1367
Strategic Investment Solutions
Illinois
$47.3K +$222 +3 +0.5%
PP
1368
PrairieView Partners
Minnesota
$47K -$2.81K -38 -6%
PFSC
1369
Peoples Financial Services Corp
Pennsylvania
$46.5K
NIC
1370
Northwest Investment Counselors
Oregon
$46.4K +$45.7K +618 New
FFWM
1371
Future Financial Wealth Management
Ohio
$46K +$45.4K +613 New
HI
1372
Hoey Investments
Pennsylvania
$44.6K
CCMI
1373
Creative Capital Management Investments
California
$43.3K
RS
1374
Rakuten Securities
Japan
$42.6K +$1.63K +22 +4%
HC
1375
Hoese & Co
Minnesota
$40.6K

BND Hedge Fund Activity: Q3 2024 in Review

1,457 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2024, worth a combined $69.9B — up 11% from $63B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BND positions and 81 closed out — a net gain of 34 holders — while 756 added to existing stakes and 444 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $800M. The largest seller was SEI Investments, cutting an estimated $275M.

  • 1,457 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2024, up from 1,440 in Q2 2024.
  • Funds reported $69.9B of Vanguard Total Bond Market stock for Q3 2024, up 11% quarter-over-quarter.
  • 115 funds opened new Vanguard Total Bond Market positions in Q3 2024 and 81 closed out, a net change of +34 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2024 was Morgan Stanley, an estimated $800M added.
  • The largest Vanguard Total Bond Market seller in Q3 2024 was SEI Investments, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2024.