We are live on ! Find out more
BND icon

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
CG
476
Colony Group
Massachusetts
$2.27M -$35.9K -416 -2%
KC
477
Kingfisher Capital
North Carolina
$2.2M +$99.8K +1,157 +5%
EAM
478
Evanson Asset Management
California
$2.19M +$700K +8,121 +46%
SFA
479
Sequoia Financial Advisors
Ohio
$2.18M -$146K -1,691 -6%
MHS
480
M Holdings Securities
Oregon
$2.17M +$144K +1,674 +7%
SRC
481
Shufro Rose & Co
New York
$2.15M -$22.4K -260 -1%
Squarepoint
482
Squarepoint
New York
$2.1M +$2.14M +24,825 New
AFS
483
Access Financial Services
Minnesota
$2.07M +$126K +1,457 +6%
BCWM
484
Bartlett & Co Wealth Management
Ohio
$2.07M
NEPWA
485
New England Private Wealth Advisors
Massachusetts
$2.06M -$139K -1,608 -6%
BC
486
Bartlett & Co
Ohio
$2.06M
SW
487
SVB Wealth
Massachusetts
$2.05M +$66.7K +773 +3%
TWP
488
Tower Wealth Partners
Pennsylvania
$2.05M -$2.21M -25,647 -51%
SP
489
Sarasin & Partners
United Kingdom
$2.05M +$50.3K +583 +2%
LFAS
490
Level Four Advisory Services
Texas
$2.04M +$139K +1,608 +7%
IFWM
491
Institute for Wealth Management
Colorado
$2.04M -$185K -2,147 -8%
Prudential Financial
492
Prudential Financial
New Jersey
$2.03M +$191K +2,211 +10%
CWM
493
Collaborative Wealth Management
Florida
$2.02M +$2.19M +25,387 New
BCM
494
Brookstone Capital Management
Illinois
$2M +$384K +4,454 +23%
FIA
495
Foundations Investment Advisors
Arizona
$2M -$704K -8,159 -26%
IFG
496
Independent Financial Group
California
$2M -$579K -6,714 -22%
CSPIA
497
Cary Street Partners Investment Advisory
Virginia
$1.99M +$403K +4,678 +25%
RGC
498
Roberts, Glore & Co
Illinois
$1.99M +$152K +1,761 +8%
AF
499
Arrow Financial
New York
$1.99M +$2.02M +23,433 New
FUBT
500
First United Bank & Trust
Maryland
$1.97M -$105K -1,215 -5%

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.