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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
SFP
501
Strategic Financial Planning
Texas
$1.95M +$625K +7,243 +46%
TI
502
Tidal Investments
Wisconsin
$1.94M +$500K +5,798 +34%
FCIM
503
Fairview Capital Investment Management
California
$1.94M +$1.33M +15,400 +205%
HBT
504
Hills Bank & Trust
Iowa
$1.93M +$1.37M +15,869 +230%
HCM
505
Howard Capital Management
Georgia
$1.92M +$559K +6,484 +40%
FRA
506
Frank Rimerman Advisors
California
$1.91M
ACM
507
AlphaStar Capital Management
North Carolina
$1.9M +$225K +2,610 +13%
AIM
508
AMI Investment Management
Indiana
$1.87M
BCA
509
Biltmore Capital Advisors
New Jersey
$1.87M -$61.7K -716 -3%
CW
510
CreativeOne Wealth
Kansas
$1.87M +$75.6K +877 +4%
DAS
511
Dynamic Advisor Solutions
Arizona
$1.85M +$174K +2,014 +10%
KPWS
512
Kestra Private Wealth Services
Texas
$1.84M +$102K +1,188 +6%
CAM
513
Cresset Asset Management
Illinois
$1.84M -$248K -2,872 -12%
HIM
514
Hanlon Investment Management
New Jersey
$1.83M +$355K +4,119 +24%
OIS
515
Okabena Investment Services
Minnesota
$1.82M +$1.06M +12,289 +133%
AIA
516
Arbor Investment Advisors
North Carolina
$1.82M +$268K +3,108 +17%
PP
517
Professional Planning
California
$1.78M -$344K -3,984 -16%
CFS
518
CRA Financial Services
New Jersey
$1.76M -$28.9K -335 -2%
DBRC
519
D.B. Root & Company
Pennsylvania
$1.74M -$148K -1,714 -8%
EIG
520
Ellenbecker Investment Group
Wisconsin
$1.74M +$290K +3,364 +20%
FA
521
FC Advisory
Pennsylvania
$1.73M -$224K -2,593 -11%
RFA
522
Reilly Financial Advisors
California
$1.73M -$468K -5,424 -21%
SRC
523
Sage Rhino Capital
California
$1.72M +$201K +2,325 +13%
MPW
524
Monterey Private Wealth
California
$1.67M +$210K +2,438 +14%
NFC
525
Northeast Financial Consultants
Connecticut
$1.67M -$109K -1,268 -6%

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.