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Vanguard Total Bond Market

1,095 hedge funds and large institutions have $45.3B invested in Vanguard Total Bond Market in 2021 Q2 according to their latest regulatory filings, with 102 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

50% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 68

40% more repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 362

12% more capital invested

Capital invested by funds: $40.3B → $45.3B (+$5B)

2% more funds holding

Funds holding: 1,0741,095 (+21)

1% more ownership

Funds ownership: 56.58%57.58% (+1%)

5% less funds holding in top 10

Funds holding in top 10: 176168 (-8)

Holders
1,095
Holders Change
+21
Holders Change %
+1.96%
% of All Funds
19.06%
Holding in Top 10
168
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.55%
% of All Funds
2.92%
New
102
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
State Street
26
State Street
Massachusetts
$301M -$6.26M -73,408 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$243M +$29.3M +344,013 +14%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$237M +$18.9M +222,030 +9%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$232M +$10.5M +123,299 +5%
AssetMark Inc
30
AssetMark Inc
California
$205M +$16.6M +194,060 +9%
GEM
31
Global Endowment Management
North Carolina
$196M +$23.5M +275,000 +14%
TC
32
Toews Corporation
New Jersey
$192M +$190M +2,230,810 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$180M +$15.9M +186,164 +10%
LMIM
34
Lockheed Martin Investment Management
Maryland
$171M +$3.41M +40,000 +2%
RJA
35
Raymond James & Associates
Florida
$170M +$2.94M +34,442 +2%
CIAS
36
CBIZ Investment Advisory Services
Ohio
$166M
Citigroup
37
Citigroup
New York
$142M -$88.5M -1,038,086 -39%
Betterment LLC
38
Betterment LLC
New York
$139M -$3.85M -45,182 -3%
DDSF
39
Diana Davis Spencer Foundation
Maryland
$138M
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$132M +$8.88M +104,149 +7%
AIM
41
Acropolis Investment Management
Missouri
$129M +$10M +117,634 +8%
Charles Schwab
42
Charles Schwab
California
$128M +$617K +7,232 +0.5%
CFA
43
Capstone Financial Advisors
Illinois
$126M +$5.68M +66,537 +5%
APCM
44
Alaska Permanent Capital Management
Alaska
$108M -$2.72M -31,838 -2%
HighTower Advisors
45
HighTower Advisors
Illinois
$106M +$3.85M +45,129 +4%
AA
46
ALPS Advisors
Colorado
$103M +$1.81M +21,200 +2%
M&T Bank
47
M&T Bank
New York
$98.9M -$345M -4,047,734 -78%
ST
48
Smithfield Trust
Pennsylvania
$97.1M -$2.04M -23,892 -2%
NAS
49
Nicolet Advisory Services
Wisconsin
$93.2M +$1.42M +16,693 +2%
BAAM
50
Baker Avenue Asset Management
California
$92.5M +$4.98M +58,337 +6%

BND Hedge Fund Activity: Q2 2021 in Review

1,095 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2021, worth a combined $45.3B — up 12% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new BND positions and 68 closed out — a net gain of 34 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.

  • 1,095 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2021, up from 1,074 in Q1 2021.
  • Funds reported $45.3B of Vanguard Total Bond Market stock for Q2 2021, up 12% quarter-over-quarter.
  • 102 funds opened new Vanguard Total Bond Market positions in Q2 2021 and 68 closed out, a net change of +34 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.