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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
NCG
301
Newport Capital Group
New Jersey
$6.64M +$745K +8,732 +13%
1832 Asset Management
302
1832 Asset Management
Ontario, Canada
$6.57M +$1.12M +13,127 +21%
PCG
303
Private Capital Group
Connecticut
$6.55M +$429K +5,031 +7%
VFP
304
Verus Financial Partners
Virginia
$6.54M +$588K +6,898 +10%
UCFA
305
United Capital Financial Advisors
Texas
$6.52M -$550K -6,445 -8%
RCA
306
Reitz Capital Advisors
Michigan
$6.51M +$2.05M +23,986 +46%
NEWAS
307
N.E.W. Advisory Services
Wisconsin
$6.49M +$492K +5,766 +8%
TC
308
TAP Consulting
Missouri
$6.42M -$12.4M -144,965 -66%
SFPM
309
Sensible Financial Planning & Management
Massachusetts
$6.41M +$440K +5,154 +7%
Koshinski Asset Management
310
Koshinski Asset Management
Illinois
$6.37M +$6.33M +74,163 New
RCM
311
Rain Capital Management
Oregon
$6.33M +$64.5K +756 +1%
DI
312
DAGCO Inc
Ohio
$6.21M -$72.3K -848 -1%
RIA
313
Regal Investment Advisors
Michigan
$6.14M +$6.1M +71,465 New
BST
314
Bath Savings Trust
Maine
$6.13M +$511K +5,989 +9%
AC
315
Alexandria Capital
Virginia
$6.12M -$212K -2,491 -3%
BWP
316
Baldwin Wealth Partners
Massachusetts
$6.1M -$29.1K -341 -0.5%
SFS
317
Sowell Financial Services
Arkansas
$6.09M -$45.2M -529,349 -88%
FFS
318
Founders Financial Securities
Maryland
$6.03M +$501K +5,871 +9%
ASN
319
Advisory Services Network
Georgia
$6.03M -$1.76M -20,597 -23%
HAS
320
HBW Advisory Services
California
$5.95M -$131K -1,534 -2%
FMP
321
Financial Management Professionals
Texas
$5.88M +$599K +7,019 +11%
FSWA
322
Financial Synergies Wealth Advisors
Texas
$5.78M +$194K +2,273 +3%
RFC
323
Regions Financial Corp
Alabama
$5.71M -$782K -9,167 -12%
CPIG
324
Chicago Partners Investment Group
Illinois
$5.68M -$239K -2,804 -4%
AWA
325
Acorn Wealth Advisors
Michigan
$5.64M -$1.99M -23,318 -26%

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.