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Vanguard Total Bond Market

1,605 hedge funds and large institutions have $77.8B invested in Vanguard Total Bond Market in 2024 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 799 increasing their positions, 423 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

684% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $760K

193% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 92

89% more repeat investments, than reductions

Existing positions increased: 799 | Existing positions reduced: 423

11% more capital invested

Capital invested by funds: $69.9B → $77.8B (+$7.86B)

10% more funds holding

Funds holding: 1,4571,605 (+148)

8% more funds holding in top 10

Funds holding in top 10: 238257 (+19)

3.12% more ownership

Funds ownership: 59.06%62.18% (+3.1%)

Holders
1,605
Holders Change
+148
Holders Change %
+10.16%
% of All Funds
21.14%
Holding in Top 10
257
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+7.98%
% of All Funds
3.39%
New
270
Increased
799
Reduced
423
Closed
92
Calls
$5.96M
Puts
$760K
Net Calls
+$5.2M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
151
Silver Oak Advisory Group
Oregon
$39M +$1.09M +14,890 +3%
CIP
152
Cornerstone Investment Partners
Georgia
$38.7M -$106K -1,443 -0.3%
BWP
153
BlueStem Wealth Partners
Minnesota
$38.2M +$38.9M +531,701 New
AWM
154
Avior Wealth Management
Nebraska
$38.1M +$34.7M +474,059 +848%
KIM
155
Karpus Investment Management
New York
$37.2M +$27.5M +376,681 +269%
RBC
156
Roble Belko & Company
Pennsylvania
$37M -$222K -3,030 -0.6%
Stifel Financial
157
Stifel Financial
Missouri
$36.9M +$1.86M +25,437 +5%
GP
158
Gridiron Partners
Pennsylvania
$36.6M
FMP
159
Financial Management Professionals
Texas
$36.4M +$6.6M +90,249 +22%
AL
160
Aspiriant LLC
California
$35.4M -$623K -8,525 -2%
SCM
161
Stordahl Capital Management
Colorado
$34.9M +$2.22M +30,396 +7%
AFFA
162
ALM First Financial Advisors
Texas
$34.7M +$5.95M +81,411 +20%
SWG
163
Summit Wealth Group
Vermont
$34.7M +$75.1K +1,027 +0.2%
P
164
&Partners
Tennessee
$34.7M +$11M +149,893 +45%
LP
165
LGL Partners
Pennsylvania
$34.6M -$2.4M -32,815 -6%
SP
166
Symmetry Partners
Connecticut
$34.5M +$14.6M +200,113 +71%
DADC
167
D.A. Davidson & Co
Montana
$34.3M +$6.07M +82,961 +21%
TCM
168
TD Capital Management
Tennessee
$34.2M -$786K -10,752 -2%
PMWMG
169
Parr McKnight Wealth Management Group
Minnesota
$33.1M +$33.7M +460,785 New
SFP
170
Sherwood Financial Partners
California
$32.5M +$33M +451,334 New
ERIC
171
Eagle Rock Investment Company
Georgia
$32.1M +$94.3K +1,290 +0.3%
FI
172
FIDELIS iM
Oregon
$32M +$257K +3,512 +0.8%
ACS
173
Archford Capital Strategies
Illinois
$31.9M -$215K -2,945 -0.7%
NIM
174
NEOS Investment Management
Connecticut
$31.6M +$12.5M +171,137 +64%
SCM
175
Steele Capital Management
Iowa
$31.2M +$842K +11,521 +3%

BND Hedge Fund Activity: Q4 2024 in Review

1,605 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2024, worth a combined $77.8B — up 11% from $69.9B a quarter earlier.

Buyers outnumbered sellers: 270 funds opened new BND positions and 92 closed out — a net gain of 178 holders — while 799 added to existing stakes and 423 trimmed.

The largest buyer was Essential Planning, adding an estimated $3.3B. The largest seller was Morningstar Investment Services, cutting an estimated $582M.

  • 1,605 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2024, up from 1,457 in Q3 2024.
  • Funds reported $77.8B of Vanguard Total Bond Market stock for Q4 2024, up 11% quarter-over-quarter.
  • 270 funds opened new Vanguard Total Bond Market positions in Q4 2024 and 92 closed out, a net change of +178 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2024 was Essential Planning, an estimated $3.3B added.
  • The largest Vanguard Total Bond Market seller in Q4 2024 was Morningstar Investment Services, an estimated $582M sold.

Based on aggregated 13F filings for Q4 2024.