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Vanguard Total Bond Market

1,074 hedge funds and large institutions have $40.3B invested in Vanguard Total Bond Market in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 512 increasing their positions, 353 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

758% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $1.96M

45% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 353

21% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 80

3% more capital invested

Capital invested by funds: $39.2B → $40.3B (+$1.08B)

1% more funds holding

Funds holding: 1,0661,074 (+8)

0.63% less ownership

Funds ownership: 57.21%56.58% (-0.63%)

4% less funds holding in top 10

Funds holding in top 10: 184176 (-8)

Holders
1,074
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
18.86%
Holding in Top 10
176
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.35%
% of All Funds
3.09%
New
97
Increased
512
Reduced
353
Closed
80
Calls
$16.8M
Puts
$1.96M
Net Calls
+$14.9M
Net Calls Change
+$60.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$6.22M +$1.58M +18,264 +33%
DI
302
DAGCO Inc
Ohio
$6.19M -$147K -1,707 -2%
RCM
303
Rain Capital Management
Oregon
$6.17M -$356K -4,126 -5%
ABC
304
Associated Banc-Corp
Wisconsin
$6.1M -$1.81M -20,946 -23%
BWP
305
Baldwin Wealth Partners
Massachusetts
$6.04M -$48.8K -566 -0.8%
SIA
306
Strategic Investment Advisors
Michigan
$6.03M +$455K +5,275 +8%
PCG
307
Private Capital Group
Connecticut
$6.03M -$387K -4,490 -6%
HAS
308
HBW Advisory Services
California
$6M +$1.16M +13,454 +23%
DC
309
Derby & Company
Massachusetts
$5.98M +$1.65M +19,178 +37%
RH
310
RFG Holdings
Texas
$5.95M -$10.5M -121,419 -63%
NEWAS
311
N.E.W. Advisory Services
Wisconsin
$5.92M +$1.75M +20,339 +41%
SFPM
312
Sensible Financial Planning & Management
Massachusetts
$5.88M -$1.38K -16 -0%
CPIG
313
Chicago Partners Investment Group
Illinois
$5.85M -$2.42M -28,055 -29%
VFP
314
Verus Financial Partners
Virginia
$5.82M +$985K +11,419 +20%
NCG
315
Newport Capital Group
New Jersey
$5.8M +$647K +7,500 +12%
DWT
316
Dorsey & Whitney Trust
South Dakota
$5.76M +$5.86M +68,000 New
GL
317
Graypoint LLC
New York
$5.74M -$1.18M -13,663 -17%
JCM
318
Janney Capital Management
Pennsylvania
$5.69M -$5.65M -65,537 -49%
HC
319
HNP Capital
New York
$5.68M +$1.19M +13,820 +26%
NEGWA
320
New England Guild Wealth Advisors
Connecticut
$5.57M +$370K +4,292 +7%
BCA
321
Berman Capital Advisors
Georgia
$5.56M -$2.99M -34,645 -35%
APA
322
American Portfolios Advisors
New York
$5.55M -$266K -3,087 -4%
BST
323
Bath Savings Trust
Maine
$5.54M +$900K +10,431 +19%
FSWA
324
Financial Synergies Wealth Advisors
Texas
$5.51M +$328K +3,802 +6%
Susquehanna International Group
325
Susquehanna International Group
Pennsylvania
$5.48M +$5.58M +64,693 New

BND Hedge Fund Activity: Q1 2021 in Review

1,074 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2021, worth a combined $40.3B — up 2.8% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BND positions and 80 closed out — a net gain of 17 holders — while 512 added to existing stakes and 353 trimmed.

The largest buyer was Bank of America, adding an estimated $560M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $384M sold.

  • 1,074 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2021, up from 1,066 in Q4 2020.
  • Funds reported $40.3B of Vanguard Total Bond Market stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Total Bond Market positions in Q1 2021 and 80 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2021 was Bank of America, an estimated $560M added.
  • The largest Vanguard Total Bond Market seller in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $384M sold.

Based on aggregated 13F filings for Q1 2021.