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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
HIS
501
Horizon Investment Services
Indiana
$2.08M +$550K +6,452 +36%
TI
502
Tidal Investments
Wisconsin
$2.07M +$99.9K +1,171 +5%
IFWM
503
Institute for Wealth Management
Colorado
$2.04M -$17.9K -210 -0.9%
SFP
504
Strategic Financial Planning
Texas
$2.01M +$29K +340 +1%
NEPWA
505
New England Private Wealth Advisors
Massachusetts
$2M -$92.2K -1,081 -4%
AIM
506
AMI Investment Management
Indiana
$2M +$105K +1,230 +6%
HCM
507
Howard Capital Management
Georgia
$1.97M +$250K +2,934 +13%
VA
508
Valmark Advisers
Ohio
$1.97M -$1.22M -14,263 -38%
BCA
509
Biltmore Capital Advisors
New Jersey
$1.95M +$55K +645 +3%
TWP
510
Tower Wealth Partners
Pennsylvania
$1.95M -$130K -1,524 -6%
CHC
511
City Holding Co
West Virginia
$1.94M +$560K +6,567 +41%
DI
512
DFPG Investments
Utah
$1.94M +$339K +3,975 +21%
FRA
513
Frank Rimerman Advisors
California
$1.93M
HIGP
514
Hill Investment Group Partners
Missouri
$1.93M +$1.92M +22,452 New
CIA
515
Capital Investment Advisors
Georgia
$1.9M +$531K +6,229 +39%
FFWM
516
Future Financial Wealth Management
Ohio
$1.89M +$1.19M +13,947 +172%
BFA
517
Beacon Financial Advisory
Ohio
$1.89M +$239K +2,804 +15%
RFA
518
Reilly Financial Advisors
California
$1.85M +$100K +1,178 +6%
OIS
519
Okabena Investment Services
Minnesota
$1.85M
MWM
520
Modera Wealth Management
New Jersey
$1.82M +$645K +7,558 +56%
CW
521
CreativeOne Wealth
Kansas
$1.81M -$78.2K -917 -4%
DAS
522
Dynamic Advisor Solutions
Arizona
$1.8M -$70.5K -827 -4%
ARC
523
Advisor Resource Council
Texas
$1.78M +$1.77M +20,719 New
CFS
524
CRA Financial Services
New Jersey
$1.77M -$14.9K -175 -0.8%
FA
525
FC Advisory
Pennsylvania
$1.77M +$13.6K +159 +0.8%

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.