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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
Squarepoint
176
Squarepoint
New York
$26.5M +$26.5M +365,279 New
ICG
177
InterOcean Capital Group
Tennessee
$26.4M +$1.04M +14,335 +4%
SP
178
Symmetry Partners
Connecticut
$26.2M -$50.7M -698,718 -66%
PWMG
179
Prestige Wealth Management Group
New Jersey
$26.2M +$3.18M +43,868 +14%
FWP
180
Falcon Wealth Planning
California
$25.9M +$4.25M +58,533 +20%
GCM
181
G2 Capital Management
Ohio
$25.7M +$705K +9,714 +3%
JSL
182
JT Stratford LLC
Georgia
$25.3M +$1.71M +23,569 +7%
TW
183
Trajan Wealth
Arizona
$25.2M +$25.2M +347,371 New
BIA
184
BHK Investment Advisors
Alabama
$25M +$11.8M +162,456 +89%
VWM
185
Vigilare Wealth Management
Arizona
$24.8M -$16.2M -223,018 -40%
DAS
186
Dynamic Advisor Solutions
Arizona
$24.7M +$1.56M +21,495 +7%
Northern Trust
187
Northern Trust
Illinois
$24.6M +$22.8M +313,893 +1,233%
CF
188
Corrigan Financial
Rhode Island
$24.6M +$1.64M +22,615 +7%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$24.3M -$5.7M -78,491 -19%
SCM
190
Steele Capital Management
Iowa
$24.2M +$3.07M +42,271 +15%
TFA
191
Transamerica Financial Advisors
Florida
$24M +$1.72M +23,641 +8%
AA
192
Axiom Advisory
California
$23.9M +$2.41M +33,229 +11%
KL
193
KWMG LLC
Kansas
$23.8M +$801K +11,041 +3%
FMP
194
Financial Management Professionals
Texas
$23.5M +$3.81M +52,475 +19%
WANY
195
Wealthspire Advisors (New York)
New York
$23.3M -$579K -7,975 -2%
SS
196
Sound Stewardship
Kansas
$23.2M +$17.4M +239,408 +299%
BWM
197
Benchmark Wealth Management
Connecticut
$23.1M +$1.66M +22,917 +8%
COCM
198
Charter Oak Capital Management
New Hampshire
$23M +$401K +5,519 +2%
GAM
199
Gotham Asset Management
New York
$22.9M +$1.68M +23,200 +8%
CAM
200
Cobblestone Asset Management
Virginia
$22.7M +$6.4M +88,170 +39%

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.