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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
ZF
176
Zhang Financial
Michigan
$31.8M +$8.1M +109,421 +35%
SCM
177
Steele Capital Management
Iowa
$31.7M +$6.66M +90,038 +27%
SWA
178
Strategies Wealth Advisors
Michigan
$31.6M +$780K +10,537 +3%
FMP
179
Financial Management Professionals
Texas
$31.2M +$1.09M +14,784 +4%
BTWM
180
Brass Tax Wealth Management
Ohio
$30.6M +$27.6M +373,609 +1,087%
CFG
181
Carr Financial Group
Massachusetts
$30.3M +$1.22M +16,449 +4%
AFFA
182
ALM First Financial Advisors
Texas
$30.2M +$1.98M +26,739 +7%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$30.2M +$1.18M +15,922 +4%
GCM
184
G2 Capital Management
Ohio
$29.8M +$234K +3,158 +0.8%
DADC
185
D.A. Davidson & Co
Montana
$29.6M -$211K -2,855 -0.7%
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$29.6M -$90.8M -1,226,439 -76%
NC
187
NewSquare Capital
Pennsylvania
$29.5M -$44.7K -604 -0.2%
PAG
188
Private Advisor Group
New Jersey
$28.8M -$5.22M -70,502 -16%
STA
189
Summit Trail Advisors
New York
$28.6M +$190K +2,564 +0.7%
Barclays
190
Barclays
United Kingdom
$28.2M +$10.4M +140,133 +60%
RFC
191
Regions Financial Corp
Alabama
$28.1M -$491K -6,634 -2%
KL
192
KWMG LLC
Kansas
$27.4M +$924K +12,490 +4%
JAG
193
Journey Advisory Group
Kentucky
$27.3M
TFA
194
Transamerica Financial Advisors
Florida
$27M +$2.13M +28,789 +9%
OIA
195
OneDigital Investment Advisors
Kansas
$26.8M -$2.37M -32,042 -8%
CF
196
Corrigan Financial
Rhode Island
$26.7M +$1.28M +17,294 +5%
PWMG
197
Prestige Wealth Management Group
New Jersey
$26.4M +$85.5K +1,155 +0.3%
SS
198
Sound Stewardship
Kansas
$26M +$1.4M +18,936 +6%
BWM
199
Benchmark Wealth Management
Connecticut
$26M +$1.16M +15,682 +5%
BIA
200
BHK Investment Advisors
Alabama
$25.9M -$44K -595 -0.2%

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.