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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
HR
1526
Howe & Rusling
New York
-$90.8K -1,234 Closed
SVCP
1527
Silicon Valley Capital Partners
California
-$88.7K -1,205 Closed
PGAM
1528
Princeton Global Asset Management
New Jersey
-$82.3K -1,119 Closed
SA
1529
Scarborough Advisors
Maryland
-$82.2K -1,118 Closed
BWM
1530
BKM Wealth Management
Wisconsin
-$81.2K -1,104 Closed
TVAMP
1531
Tennessee Valley Asset Management Partners
Tennessee
-$79.4K -1,080 Closed
SC
1532
Steph & Co
Wisconsin
-$72.2K -982 Closed
PIS
1533
POM Investment Strategies
North Carolina
-$64.1K -872 Closed
PWA
1534
Provenance Wealth Advisors
Florida
-$46.3K -630 Closed
OP
1535
ORG Partners
Indiana
-$41.6K -565 Closed
LF
1536
Lee Financial
Texas
-$31.4K -427 Closed
PS
1537
Planned Solutions
California
-$21.9K -298 Closed
CAM
1538
Chesapeake Asset Management
New York
-$16.5K -225 Closed
GA
1539
GoalVest Advisory
New York
-$15.3K -208 Closed
TC
1540
Truvestments Capital
Florida
-$11.5K -157 Closed
HWM
1541
HighMark Wealth Management
Minnesota
-$10.7K -146 Closed
LFA
1542
Livelsberger Financial Advisory
Ohio
-$8.9K -121 Closed
MSWM
1543
McGlone Suttner Wealth Management
Wisconsin
-$6.06K -82 Closed
TWM
1544
Tradition Wealth Management
Minnesota
-$3K -43 Closed
NMG
1545
New Millennium Group
Utah
-$2.21K -30 Closed
EWM
1546
Evermay Wealth Management
Virginia
-$1.84K -25 Closed
GWMIA
1547
Global Wealth Management Investment Advisory
Florida
-$1.76K -24 Closed
OLVIG
1548
Oliver Lagore Vanvalin Investment Group
Michigan
-$1.4K -19 Closed
ICM
1549
Islay Capital Management
Texas
-$1.25K -17 Closed
RCM
1550
Raleigh Capital Management
North Carolina
-$1.2K -16 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.