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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
Ameriprise
26
Ameriprise
Minnesota
$326M -$74.4M -862,360 -18%
Truist Financial
27
Truist Financial
North Carolina
$313M +$44.3M +513,775 +16%
State Street
28
State Street
Massachusetts
$303M +$11.1M +128,281 +4%
Citigroup
29
Citigroup
New York
$228M -$9.51M -110,271 -4%
TAIM
30
TD Ameritrade Investment Management
Nebraska
$227M
RJFSA
31
Raymond James Financial Services Advisors
Florida
$215M +$1.55M +18,011 +0.7%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$211M +$11.1M +128,308 +5%
AssetMark Inc
33
AssetMark Inc
California
$186M +$15.4M +178,293 +9%
GEM
34
Global Endowment Management
North Carolina
$170M +$11.8M +136,400 +7%
LMIM
35
Lockheed Martin Investment Management
Maryland
$165M +$1.72M +20,000 +1%
RJA
36
Raymond James & Associates
Florida
$164M -$651K -7,551 -0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$162M +$11.9M +137,749 +8%
CIAS
38
CBIZ Investment Advisory Services
Ohio
$155M
Betterment LLC
39
Betterment LLC
New York
$141M -$5.67M -65,778 -4%
DDSF
40
Diana Davis Spencer Foundation
Maryland
$136M
VFA
41
Voya Financial Advisors
Connecticut
$127M +$13.8M +159,618 +12%
Charles Schwab
42
Charles Schwab
California
$125M -$14.7M -170,964 -10%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$122M +$7.64M +88,558 +7%
CFA
44
Capstone Financial Advisors
Illinois
$119M +$10M +116,350 +9%
AIM
45
Acropolis Investment Management
Missouri
$117M +$14.7M +170,098 +14%
SBSB
46
Sullivan, Bruyette, Speros & Blaney
Virginia
$110M +$14.6M +169,513 +15%
APCM
47
Alaska Permanent Capital Management
Alaska
$109M -$4.09M -47,446 -4%
HighTower Advisors
48
HighTower Advisors
Illinois
$100M +$102M +1,183,615 New
AA
49
ALPS Advisors
Colorado
$99.8M +$4.35M +50,400 +4%
ST
50
Smithfield Trust
Pennsylvania
$97.8M +$2.24M +25,967 +2%

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.