We are live on ! Find out more
BND icon

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
MBFW
1426
Morton Brown Family Wealth
Pennsylvania
$436 -$54.1K -745 -99%
HI
1427
Hoey Investments
Pennsylvania
$274 +$218 +3 +300%
SN
1428
Sittner & Nelson
Oregon
$146
FFA
1429
Frazier Financial Advisors
Ohio
$94
DWA
1430
Delos Wealth Advisors
Texas
$73
KA
1431
Kozak & Associates
Colorado
$5
CMA
1432
Cedar Mountain Advisors
Oregon
$2
Toronto Dominion Bank
1433
Toronto Dominion Bank
Ontario, Canada
-$42.7M -580,000 Closed
AP
1434
Arlington Partners
Alabama
-$20.6M -279,604 Closed
BWM
1435
Brown Wealth Management
Illinois
-$16.7M -227,334 Closed
HWM
1436
HFG Wealth Management
Texas
-$15.1M -204,969 Closed
COI
1437
Connable Office Inc
Michigan
-$14.4M -196,137 Closed
MWP
1438
Moller Wealth Partners
-$13M -177,377 Closed
BWA
1439
BlueSky Wealth Advisors
North Carolina
-$11.6M -157,788 Closed
ZB
1440
Zions Bancorporation
Utah
-$10.8M -146,779 Closed
NEI
1441
Northwest & Ethical Investments
Ontario, Canada
-$8.83M -120,100 Closed
CI
1442
Conning Inc
Connecticut
-$8.79M -119,575 Closed
Citadel Advisors
1443
Citadel Advisors
Florida
-$8.62M -118,771 Closed
DI
1444
DAGCO Inc
Ohio
-$8.08M -109,809 Closed
MWM
1445
Meridian Wealth Management
Kentucky
-$6.4M -86,990 Closed
OCM
1446
One Capital Management
California
-$4.15M -56,366 Closed
BOSSRA
1447
B.O.S.S. Retirement Advisors
Utah
-$3.81M -51,840 Closed
AAS
1448
Annex Advisory Services
Wisconsin
-$3.45M -46,915 Closed
GPI
1449
General Partner Inc
Pennsylvania
-$3.33M -45,400 Closed
FNA
1450
First National Advisers
Nebraska
-$2.55M -34,691 Closed

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.