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Vanguard Total Bond Market

1,110 hedge funds and large institutions have $46.4B invested in Vanguard Total Bond Market in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 537 increasing their positions, 340 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.53M | Put options by funds: $3.37M

58% more repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 340

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

1% more funds holding

Funds holding: 1,0961,110 (+14)

2% more capital invested

Capital invested by funds: $45.4B → $46.4B (+$997M)

1% less funds holding in top 10

Funds holding in top 10: 169168 (-1)

1.32% less ownership

Funds ownership: 57.71%56.39% (-1.3%)

Holders
1,110
Holders Change
+14
Holders Change %
+1.28%
% of All Funds
19.43%
Holding in Top 10
168
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.59%
% of All Funds
2.94%
New
97
Increased
537
Reduced
340
Closed
62
Calls
$8.53M
Puts
$3.37M
Net Calls
+$5.16M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
226
Optas LLC
Texas
$11.7M +$103K +1,195 +0.9%
KWM
227
Kingsview Wealth Management
Oregon
$11.7M +$1.88M +21,758 +19%
PCWA
228
Pacific Capital Wealth Advisors
California
$11.6M +$10.4M +120,304 +759%
OMC
229
Old Mission Capital
Illinois
$11.5M +$7.83M +90,660 +209%
PWS
230
Paragon Wealth Strategies
Florida
$11.4M -$637K -7,380 -5%
BHWA
231
Beacon Harbor Wealth Advisors
Virginia
$11.4M +$474K +5,494 +4%
NEI
232
Northwest & Ethical Investments
Ontario, Canada
$11.2M +$3.06M +35,400 +37%
WF
233
Whelan Financial
California
$11.2M +$11.3M +131,359 New
CFP
234
Curran Financial Partners
South Carolina
$11M +$1.53M +17,712 +16%
TCOV
235
Trust Company of Vermont
Vermont
$10.7M -$480K -5,561 -4%
CL
236
Choreo LLC
Illinois
$10.7M -$181K -2,092 -2%
AIC
237
Ameritas Investment Company
Nebraska
$10.6M +$8.58M +99,407 +403%
WA
238
WBH Advisory
Maryland
$10.4M +$1.81M +20,960 +21%
SXL
239
Summit X LLC
Missouri
$10.3M +$805K +9,319 +8%
NL
240
NWAM LLC
Washington
$10.2M +$329K +3,814 +3%
WANY
241
Wealthspire Advisors (New York)
New York
$10.2M -$708K -8,202 -6%
Millennium Management
242
Millennium Management
New York
$10.2M -$11.2M -129,647 -52%
OIA
243
OneDigital Investment Advisors
Kansas
$10.1M +$872K +10,104 +9%
FWM
244
FSA Wealth Management
Massachusetts
$10.1M +$351K +4,068 +4%
JWA
245
JFS Wealth Advisors
Pennsylvania
$9.92M -$368K -4,257 -4%
MG
246
McCutchen Group
Washington
$9.91M +$169K +1,952 +2%
AUIM
247
Aegon USA Investment Management
Iowa
$9.87M -$113K -1,314 -1%
CWA
248
Clarity Wealth Advisors
California
$9.71M -$168K -1,950 -2%
CB
249
Cadence Bank
Mississippi
$9.58M +$1.25M +14,433 +15%
OPS
250
Orion Portfolio Solutions
Nebraska
$9.48M +$277K +3,206 +3%

BND Hedge Fund Activity: Q3 2021 in Review

1,110 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2021, worth a combined $46.4B — up 2.2% from $45.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BND positions and 62 closed out — a net gain of 35 holders — while 537 added to existing stakes and 340 trimmed.

The largest buyer was Franklin Resources, adding an estimated $934M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,110 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2021, up from 1,096 in Q2 2021.
  • Funds reported $46.4B of Vanguard Total Bond Market stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 97 funds opened new Vanguard Total Bond Market positions in Q3 2021 and 62 closed out, a net change of +35 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2021 was Franklin Resources, an estimated $934M added.
  • The largest Vanguard Total Bond Market seller in Q3 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q3 2021.