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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
RWA
426
Ropes Wealth Advisors
Massachusetts
$3.26M -$1.99K -23 -0.1%
ClearBridge Investments
427
ClearBridge Investments
New York
$3.26M +$15.1K +175 +0.5%
LIG
428
Lokken Investment Group
Delaware
$3.23M -$3.45K -40 -0.1%
SWM
429
SigFig Wealth Management
California
$3.19M -$187K -2,171 -5%
AP
430
Advisors Preferred
Maryland
$3.17M -$29.9K -346 -0.9%
IA
431
IFG Advisory
Georgia
$3.16M +$165K +1,906 +5%
OFW
432
Omnia Family Wealth
Florida
$3.12M
RW
433
REDW Wealth
New Mexico
$3.1M +$179K +2,068 +6%
JSL
434
JT Stratford LLC
Georgia
$3.04M +$481K +5,577 +19%
CA
435
Calton & Associates
Florida
$3M -$26.2K -303 -0.9%
DWM
436
Darwin Wealth Management
Florida
$2.99M +$371K +4,303 +14%
C
437
Clearshares
New York
$2.96M +$73K +846 +2%
RWM
438
Reston Wealth Management
Virginia
$2.91M -$87.4K -1,012 -3%
CPA
439
Clear Perspective Advisors
Illinois
$2.9M -$25K -290 -0.8%
FA
440
Fagan Associates
New York
$2.9M +$92.8K +1,075 +3%
CP
441
Capital Planning
Washington
$2.89M +$99.8K +1,156 +4%
RIG
442
Ramiah Investment Group
Wisconsin
$2.87M +$231K +2,676 +9%
IWN
443
Independent Wealth Network
Iowa
$2.85M +$2.89M +33,486 New
TCM
444
Triumph Capital Management
Colorado
$2.84M +$2.87M +33,286 New
NSIM
445
North Star Investment Management
Illinois
$2.81M -$163K -1,893 -5%
CS
446
Capital Square
Tennessee
$2.81M +$18.1K +210 +0.6%
FA
447
Fermata Advisors
California
$2.81M +$393K +4,547 +16%
DJSG
448
D.J. St. Germain
Massachusetts
$2.8M -$637K -7,381 -18%
LWP
449
Lumature Wealth Partners
Georgia
$2.78M +$157K +1,819 +6%
EAM
450
Evanson Asset Management
California
$2.77M +$6.99K +81 +0.3%

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.