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Vanguard Total Bond Market

1,096 hedge funds and large institutions have $45.4B invested in Vanguard Total Bond Market in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 506 increasing their positions, 362 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $9.88M | Put options by funds: $3.06M

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

40% more repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 362

13% more capital invested

Capital invested by funds: $40.3B → $45.4B (+$5.11B)

2% more funds holding

Funds holding: 1,0741,096 (+22)

1.13% more ownership

Funds ownership: 56.58%57.71% (+1.1%)

4% less funds holding in top 10

Funds holding in top 10: 176169 (-7)

Holders
1,096
Holders Change
+22
Holders Change %
+2.05%
% of All Funds
19.07%
Holding in Top 10
169
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.98%
% of All Funds
2.94%
New
103
Increased
506
Reduced
362
Closed
68
Calls
$9.88M
Puts
$3.06M
Net Calls
+$6.83M
Net Calls Change
-$8.04M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFS Advisors
Kansas
$10.5M +$677K +7,935 +7%
XF
227
XML Financial
Maryland
$10.3M +$548K +6,429 +6%
JWA
228
JFS Wealth Advisors
Pennsylvania
$10.3M +$4M +46,868 +64%
AUIM
229
Aegon USA Investment Management
Iowa
$10M -$111K -1,302 -1%
NL
230
NWAM LLC
Washington
$9.94M +$1.39M +16,292 +16%
CWA
231
Clarity Wealth Advisors
California
$9.93M -$179K -2,094 -2%
KWM
232
Kingsview Wealth Management
Oregon
$9.85M +$3.4M +39,869 +53%
FWM
233
FSA Wealth Management
Massachusetts
$9.82M +$310K +3,631 +3%
MG
234
McCutchen Group
Washington
$9.8M -$752K -8,813 -7%
NC
235
NinePointTwo Capital
California
$9.75M -$7.05M -82,612 -42%
SXL
236
Summit X LLC
Missouri
$9.68M +$733K +8,597 +8%
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$9.55M +$4.61M +54,068 +95%
CFP
238
Curran Financial Partners
South Carolina
$9.49M -$2M -23,472 -18%
OIA
239
OneDigital Investment Advisors
Kansas
$9.33M +$6.65M +77,951 +254%
OPS
240
Orion Portfolio Solutions
Nebraska
$9.26M +$323K +3,782 +4%
RG
241
Rathbones Group
United Kingdom
$9.09M -$271K -3,176 -3%
CHAM
242
Clear Harbor Asset Management
Connecticut
$9.02M +$171K +2,004 +2%
AF
243
Aldebaran Financial
$9M -$209K -2,453 -2%
MA
244
MUFG Americas
New York
$8.99M +$33.9K +397 +0.4%
HI
245
Harbour Investments
Wisconsin
$8.96M -$7.82M -91,669 -47%
AIA
246
Angeles Investment Advisors
California
$8.91M +$8.85M +103,725 New
CISOA
247
Capital Investment Services of America
Wisconsin
$8.91M -$245K -2,875 -3%
SG
248
StoneX Group
New York
$8.8M +$363K +4,259 +4%
BFS
249
Beacon Financial Strategies
North Carolina
$8.71M +$8.65M +101,358 New
WA
250
WBH Advisory
Maryland
$8.69M +$1.56M +18,237 +22%

BND Hedge Fund Activity: Q2 2021 in Review

1,096 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2021, worth a combined $45.4B — up 13% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new BND positions and 68 closed out — a net gain of 35 holders — while 506 added to existing stakes and 362 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49B. The largest seller was Lincoln National Corp, cutting an estimated $349M.

  • 1,096 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2021, up from 1,074 in Q1 2021.
  • Funds reported $45.4B of Vanguard Total Bond Market stock for Q2 2021, up 13% quarter-over-quarter.
  • 103 funds opened new Vanguard Total Bond Market positions in Q2 2021 and 68 closed out, a net change of +35 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2021 was Morgan Stanley, an estimated $1.49B added.
  • The largest Vanguard Total Bond Market seller in Q2 2021 was Lincoln National Corp, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2021.