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Vanguard Total Bond Market
BND

1,440 hedge funds and large institutions have $63B invested in Vanguard Total Bond Market in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 686 increasing their positions, 494 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

645% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.68M

39% more repeat investments, than reductions

Existing positions increased: 686 | Existing positions reduced: 494

33% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 96

1% more funds holding

Funds holding: 1,423 → 1,440 (+17)

2% more capital invested

Capital invested by funds: $61.9B → $63B (+$1.14B)

0.31% more ownership

Funds ownership: 58.59% → 58.89% (+0.31%)

2% less funds holding in top 10

Funds holding in top 10: 240 → 236 (-4)

Holders
1,440
Holders Change
+17
Holders Change %
+1.19%
% of All Funds
20.8%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
3.41%
New
128
Increased
686
Reduced
494
Closed
96
Calls
$12.5M
Puts
$1.68M
Net Calls
+$10.8M
Net Calls Change
+$8.24M

Top Buyers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$1.63B
2
Creative Planning
Creative Planning
Kansas
+$622M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$434M
4
JP Morgan Chase
JP Morgan Chase
New York
+$321M
5
SFC
Strategic Financial Concepts
Texas
+$150M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$2.12B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$936M
3
BlackRock
BlackRock
New York
-$150M
4
Morgan Stanley
Morgan Stanley
New York
-$137M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1401
Lummis Asset Management
Texas
$12.2K – – –
BHWM
1402
Bay Harbor Wealth Management
Maryland
$10.2K – – –
FHC
1403
First Heartland Consultants
Missouri
$10K +$229K +3,196 +2%
RAM
1404
Riggs Asset Management
Pennsylvania
$9.01K +$1.07K +15 +14%
IWP
1405
IAG Wealth Partners
Wisconsin
$8.5K – – –
GWMI
1406
Guardian Wealth Management (Illinois)
Illinois
$8.29K – – –
AI
1407
Arvest Investments
Arkansas
$8.07K – – –
RCM
1408
Richardson Capital Management
Wisconsin
$7.95K +$72 +1 +0.9%
TRCT
1409
Tower Research Capital (TRC)
New York
$7.93K -$25.8K -360 -77%
MSFP
1410
Mark Sheptoff Financial Planning
Connecticut
$7.93K +$7.88K +110 New
JHCP
1411
Jackson Hole Capital Partners
Oklahoma
$7.81K +$72 +1 +0.9%
AWM
1412
Atticus Wealth Management
Florida
$7.07K +$72 +1 +1%
EA
1413
Evolution Advisers
Virginia
$7K +$3.65K +51 +109%
FCAS
1414
First Command Advisory Services
Texas
$6.41K +$1.93K +27 +12%
MA
1415
Montag & Associates
Georgia
$6.27K – – –
EAM
1416
Eukles Asset Management
Ohio
$6.12K – – –
BEI
1417
Benjamin Edwards Inc
Missouri
$6K -$1.43K -20 -19%
WWP
1418
WR Wealth Planners
Missouri
$5.98K – – –
FNWA
1419
Financial Network Wealth Advisors
Utah
$5.43K +$5.23K +73 New
NMM
1420
Naples Money Management
Florida
$5.36K – – –
NFSG
1421
Newbridge Financial Services Group
Florida
$4.39K – – –
MHR
1422
Matthew Hamilton Rosenberg
$4.29K – – –
RDFA
1423
Ritter Daniher Financial Advisory
Ohio
$3.96K +$3.94K +55 New
BAM
1424
Byrne Asset Management
New Jersey
$3.62K – – –
JFG
1425
JDM Financial Group
Texas
$3.6K – – –
55 56
57
58 59

BND Hedge Fund Activity: Q2 2024 in Review

1,440 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2024, worth a combined $63B — up 1.8% from $61.9B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new BND positions and 96 closed out — a net gain of 32 holders — while 686 added to existing stakes and 494 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $1.63B. The largest seller was Jones Financial Companies, cutting an estimated $2.12B.

  • 1,440 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2024, up from 1,423 in Q1 2024.
  • Funds reported $63B of Vanguard Total Bond Market stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 128 funds opened new Vanguard Total Bond Market positions in Q2 2024 and 96 closed out, a net change of +32 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2024 was Axiom Advisory, an estimated $1.63B added.
  • The largest Vanguard Total Bond Market seller in Q2 2024 was Jones Financial Companies, an estimated $2.12B sold.

Based on aggregated 13F filings for Q2 2024.