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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
CGH
451
CMG Global Holdings
Texas
$2.77M +$180K +2,087 +7%
PB
452
Pinnacle Bancorp
Nebraska
$2.75M -$124K -1,434 -4%
FIM
453
Freedom Investment Management
Connecticut
$2.71M +$2.45M +28,427 +878%
OR
454
Olympiad Research
Connecticut
$2.7M +$621K +7,192 +29%
CCFM
455
Clear Creek Financial Management
Washington
$2.7M -$5.01K -58 -0.2%
MECA
456
Miller Equity Capital Advisors
Texas
$2.7M +$132K +1,530 +5%
FPB
457
First PREMIER Bank
South Dakota
$2.69M +$70.8K +820 +3%
JFG
458
JMG Financial Group
Illinois
$2.68M +$18.1K +210 +0.7%
BWP
459
Baldwin Wealth Partners
Massachusetts
$2.68M -$3.42M -39,634 -56%
CFIA
460
Cantor Fitzgerald Investment Advisors
New York
$2.66M -$229K -2,649 -8%
RMC
461
Regis Management Company
California
$2.65M
SWM
462
Spire Wealth Management
Virginia
$2.6M -$73.5K -851 -3%
SC
463
Scotia Capital
Ontario, Canada
$2.6M -$533K -6,171 -17%
RPCA
464
Running Point Capital Advisors
California
$2.6M +$251K +2,906 +11%
PCMC
465
Paragon Capital Management (Colorado)
Colorado
$2.6M -$55.9K -648 -2%
NG
466
Northstar Group
New York
$2.59M -$5.61K -65 -0.2%
SEM
467
Strategic Equity Management
Arizona
$2.58M -$62.7K -726 -2%
SFP
468
Sandbox Financial Partners
Maryland
$2.56M -$587K -6,803 -18%
RPG
469
Resource Planning Group
Georgia
$2.56M -$2.16K -25 -0.1%
SB
470
Strategic Blueprint
Georgia
$2.56M +$255K +2,954 +11%
GIA
471
Gladstone Institutional Advisory
Florida
$2.56M +$11.3K +131 +0.4%
KC
472
Kingfisher Capital
North Carolina
$2.53M +$241K +2,795 +10%
HCM
473
Howard Capital Management
Georgia
$2.52M +$348K +4,029 +16%
RTL
474
Red Tortoise LLC
Georgia
$2.5M +$3.03M +35,090 New
VWA
475
V Wealth Advisors
Kansas
$2.49M -$379K -4,390 -13%

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.