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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$8.62B +$259M +3,562,945 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6.63B -$5.69B -78,414,284 -46%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.8B -$1.2B -16,466,845 -17%
Creative Planning
4
Creative Planning
Kansas
$5.5B +$1.06B +14,643,483 +24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.71B +$454M +6,253,040 +20%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$2.34B -$308M -4,248,444 -12%
Wells Fargo
7
Wells Fargo
California
$1.41B +$8.42M +116,073 +0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.39B +$25.5M +352,028 +2%
Bank of America
9
Bank of America
North Carolina
$1.34B -$114M -1,575,590 -8%
AF
10
Allworth Financial
California
$1.2B +$60.1M +828,500 +5%
LPL Financial
11
LPL Financial
California
$1.08B -$1.4B -19,302,799 -56%
Goldman Sachs
12
Goldman Sachs
New York
$1.06B -$52M -716,949 -5%
BlackRock
13
BlackRock
New York
$930M +$3.38M +46,539 +0.4%
SEI Investments
14
SEI Investments
Pennsylvania
$866M -$318M -4,384,488 -27%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$791M +$52.9M +729,573 +7%
MIS
16
Morningstar Investment Services
Illinois
$675M -$626M -8,619,992 -48%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$499M +$82.9M +1,142,058 +20%
Ameriprise
18
Ameriprise
Minnesota
$477M +$49.7M +685,134 +12%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$353M -$1.59M -21,897 -0.4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$349M +$193M +2,660,678 +124%
FWI
21
Facet Wealth Inc
Maryland
$326M +$48.7M +670,382 +17%
OWM
22
Orgel Wealth Management
Wisconsin
$306M -$48.2M -664,114 -14%
CIAS
23
CBIZ Investment Advisory Services
Ohio
$296M +$36.6M +504,782 +14%
UBS Group
24
UBS Group
Switzerland
$293M -$53.9M -742,909 -16%
PFA
25
Pure Financial Advisors
California
$270M +$28.1M +387,513 +12%

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.