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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
MFC
1426
Morris Financial Concepts
South Carolina
$2.72K +$424 +6 +19%
TSWM
1427
Tyler-Stone Wealth Management
Ohio
$2.5K – – –
HGA
1428
Hobbs Group Advisors
South Carolina
$2.23K +$2.12K +30 New
NMG
1429
New Millennium Group
Utah
$2.21K – – –
RFG
1430
REAP Financial Group
Texas
$2.06K +$1.98K +28 New
CFO
1431
CVA Family Office
Colorado
$1.99K +$1.91K +27 New
IF
1432
Integrity Financial
Wyoming
$1.91K -$8.68K -123 -83%
EWM
1433
Evermay Wealth Management
Virginia
$1.84K +$1.76K +25 New
GWMIA
1434
Global Wealth Management Investment Advisory
Florida
$1.76K – – –
BFA
1435
BBJS Financial Advisors
Washington
$1.68K – – –
OLVIG
1436
Oliver Lagore Vanvalin Investment Group
Michigan
$1.4K -$494 -7 -27%
GTAM
1437
Global Trust Asset Management
Florida
$1.25K – – –
ICM
1438
Islay Capital Management
Texas
$1.25K +$1.2K +17 New
RCM
1439
Raleigh Capital Management
North Carolina
$1.2K – – –
EA
1440
Evolution Advisers
Virginia
$1K +$1.41K +20 New
HF
1441
Halpern Financial
Virginia
$953 +$918 +13 New
SSB
1442
Sandy Spring Bank
Maryland
$883 – – –
VAG
1443
VisionPoint Advisory Group
Texas
$662 -$388K -5,497 -100%
MIM
1444
Macroview Investment Management
Maryland
$589 – – –
LFA
1445
Level Financial Advisors
New York
$515 – – –
PMFA
1446
Plante Moran Financial Advisors
Michigan
$319 – – –
AWM
1447
Able Wealth Management
New Jersey
$174 +$141 +2 New
IHWM
1448
Iron Horse Wealth Management
Iowa
$149 – – –
SN
1449
Sittner & Nelson
Oregon
$147 +$141 +2 New
FFA
1450
Frazier Financial Advisors
Ohio
$95 +$71 +1 New
56 57
58
59 60

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.