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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
PFM
201
Phillips Financial Management
Indiana
$22.6M +$592K +8,160 +3%
JAG
202
Journey Advisory Group
Kentucky
$22.5M +$12.1M +166,562 +116%
CWAG
203
Compton Wealth Advisory Group
Virginia
$22.5M +$754K +10,387 +3%
FA
204
FDx Advisors
Illinois
$22.2M -$775K -10,679 -3%
CAAS
205
Capital Asset Advisory Services
Michigan
$22.1M +$9.21M +126,881 +70%
CL
206
Choreo LLC
Illinois
$21.7M -$184K -2,542 -0.8%
FCC
207
Flower City Capital
New York
$21.6M -$517K -7,121 -2%
FWM
208
Focused Wealth Management
New York
$21.5M -$2.57M -35,394 -11%
AWM
209
Axxcess Wealth Management
California
$21.5M +$9.22M +127,088 +75%
LGWM
210
Litman Gregory Wealth Management
California
$21.5M -$498K -6,869 -2%
PMA
211
Prudent Man Advisors
Illinois
$21.5M +$182K +2,509 +0.9%
ZF
212
Zhang Financial
Michigan
$21.4M +$542K +7,472 +3%
TFF
213
The Family Firm
Maryland
$21.4M +$910K +12,533 +4%
GWSA
214
Global Wealth Strategies & Associates
Colorado
$21.3M +$5.53M +76,216 +35%
CFA
215
Cahill Financial Advisors
Minnesota
$21.2M +$3.04M +41,851 +17%
CFG
216
Carr Financial Group
Massachusetts
$21.2M -$3.26M -44,893 -13%
FTS
217
Fifth Third Securities
Ohio
$21M +$1.07M +14,747 +5%
LRIA
218
Leonard Rickey Investment Advisors
Washington
$20.8M +$2.18M +30,084 +12%
Allspring Global Investments
219
Allspring Global Investments
North Carolina
$20.6M +$3.77M +52,000 +22%
CTWM
220
Cherry Tree Wealth Management
Minnesota
$20.5M +$502K +6,916 +3%
IFA
221
Index Fund Advisors
California
$20.2M +$434K +5,979 +2%
BHWA
222
Beacon Harbor Wealth Advisors
Virginia
$20.1M +$20.1M +277,046 New
BFA
223
Bluestem Financial Advisors
Illinois
$20.1M +$2.71M +37,406 +16%
VWA
224
Visionary Wealth Advisors
Illinois
$20.1M +$3.24M +44,588 +19%
HCC
225
Hirtle Callaghan & Co
Pennsylvania
$19.9M -$15.9M -219,668 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.