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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
HHRDM
1476
H&H Retirement Design & Management
Nevada
-$1.5M -20,641 Closed
OHWA
1477
Oak Hill Wealth Advisors
Virginia
-$1.1M -14,801 Closed
CFS
1478
Cannon Financial Strategists
Georgia
-$860K -11,934 Closed
JRP
1479
Jasper Ridge Partners
California
-$848K -11,773 Closed
IWP
1480
Insight Wealth Partners
Texas
-$790K -10,969 Closed
RIA
1481
Realta Investment Advisors
Delaware
-$718K -9,963 Closed
ST
1482
Sabal Trust
Florida
-$702K -9,737 Closed
FAM
1483
Formidable Asset Management
Ohio
-$689K -9,566 Closed
OSAM
1484
O'Shaughnessy Asset Management
Connecticut
-$648K -8,991 Closed
CFG
1485
Citizens Financial Group
Rhode Island
-$589K -8,178 Closed
BA
1486
BCM Advisors
Louisiana
-$575K -7,817 Closed
Fiera Capital (Canada)
1487
Fiera Capital (Canada)
Quebec, Canada
-$486K -6,740 Closed
JF
1488
Jump Financial
Illinois
-$484K -6,722 Closed
VVP
1489
Venture Visionary Partners
Ohio
-$449K -6,226 Closed
TSWM
1490
Tyler-Stone Wealth Management
Ohio
-$435K -6,031 Closed
PFA
1491
Petra Financial Advisors
Colorado
-$419K -5,813 Closed
CIA
1492
Choate Investment Advisors
Massachusetts
-$387K -5,366 Closed
Kovitz Investment Group Partners
1493
Kovitz Investment Group Partners
Illinois
-$375K -5,206 Closed
CCG
1494
Capital CS Group
California
-$358K -4,968 Closed
EA
1495
Eclectic Associates
California
-$358K -4,965 Closed
AAS
1496
Annex Advisory Services
Wisconsin
-$358K -4,963 Closed
GT
1497
Greenleaf Trust
Michigan
-$333K -4,623 Closed
CBFP
1498
Cedar Brook Financial Partners
Ohio
-$298K -4,130 Closed
MWM
1499
Mittelman Wealth Management
Massachusetts
-$288K -4,000 Closed
GFA
1500
Gallagher Fiduciary Advisors
Illinois
-$284K -3,935 Closed

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.