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Vanguard Total Bond Market

1,458 hedge funds and large institutions have $70B invested in Vanguard Total Bond Market in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 757 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: 757 | 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: $63.1B → $70B (+$6.88B)

1% more funds holding

Funds holding: 1,4411,458 (+17)

1% more funds holding in top 10

Funds holding in top 10: 237239 (+2)

0.16% more ownership

Funds ownership: 58.96%59.12% (+0.16%)

Holders
1,458
Holders Change
+17
Holders Change %
+1.18%
% of All Funds
20.93%
Holding in Top 10
239
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.84%
% of All Funds
3.43%
New
115
Increased
757
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
JSL
151
JT Stratford LLC
Georgia
$39.5M +$6.56M +88,605 +20%
RBC
152
Roble Belko & Company
Pennsylvania
$38.9M -$1.39M -18,840 -4%
SC
153
Stephens Consulting
Michigan
$38.8M +$2.99M +40,377 +8%
LP
154
LGL Partners
Pennsylvania
$38.6M +$459K +6,200 +1%
TW
155
Trajan Wealth
Arizona
$38.5M +$7.44M +100,527 +24%
GP
156
Gridiron Partners
Pennsylvania
$38.2M +$383K +5,180 +1%
AL
157
Aspiriant LLC
California
$37.7M +$1.27M +17,155 +4%
Stifel Financial
158
Stifel Financial
Missouri
$36.6M +$1.83M +24,738 +5%
TCM
159
TD Capital Management
Tennessee
$36.5M +$1.31M +17,694 +4%
DAS
160
Dynamic Advisor Solutions
Arizona
$36.5M +$2.92M +39,517 +9%
EH
161
Equitable Holdings
New York
$36.4M +$2.85M +38,460 +9%
SWG
162
Summit Wealth Group
Vermont
$36.2M +$3.81M +51,525 +12%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$35.3M -$1.53M -20,639 -4%
MNA
164
Manning & Napier Advisors
New York
$35.2M -$12.1M -163,427 -26%
CA
165
Crewe Advisors
Utah
$35.1M +$3.27M +44,198 +10%
SRC
166
Shufro Rose & Co
New York
$34.6M
SCM
167
Stordahl Capital Management
Colorado
$34.2M +$631K +8,521 +2%
RPGK
168
Retirement Planning Group (Kansas)
Kansas
$34.1M -$31.5M -425,036 -48%
RAG
169
RIA Advisory Group
Iowa
$33.9M +$33.4M +451,968 New
OMC
170
Old Mission Capital
Illinois
$33.7M +$33.2M +449,057 New
ERIC
171
Eagle Rock Investment Company
Georgia
$33.4M +$574K +7,761 +2%
HPC
172
Hobart Private Capital
North Carolina
$33.2M +$4.7M +63,506 +17%
FI
173
FIDELIS iM
Oregon
$33.1M -$583K -7,874 -2%
ACS
174
Archford Capital Strategies
Illinois
$32.9M +$1.37M +18,543 +4%
ASW
175
Astoria Strategic Wealth
Texas
$31.9M -$15.1M -204,538 -33%

BND Hedge Fund Activity: Q3 2024 in Review

1,458 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2024, worth a combined $70B — up 11% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BND positions and 81 closed out — a net gain of 34 holders — while 757 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.

  • 1,458 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2024, up from 1,441 in Q2 2024.
  • Funds reported $70B 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.