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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
SRC
526
Sage Rhino Capital
California
$1.77M +$24K +281 +1%
Squarepoint
527
Squarepoint
New York
$1.76M -$367K -4,299 -17%
EIG
528
Ellenbecker Investment Group
Wisconsin
$1.75M -$16K -188 -0.9%
SHWM
529
Smith & Howard Wealth Management
Georgia
$1.75M +$1.09M +12,785 +169%
EWA
530
Exencial Wealth Advisors
Oklahoma
$1.74M +$300K +3,523 +21%
FIA
531
Foundations Investment Advisors
Arizona
$1.71M -$319K -3,735 -16%
MPW
532
Monterey Private Wealth
California
$1.7M +$19.6K +230 +1%
LFAS
533
Level Four Advisory Services
Texas
$1.69M -$378K -4,437 -18%
AL
534
ACAS LLC
California
$1.67M +$123K +1,445 +8%
DBRC
535
D.B. Root & Company
Pennsylvania
$1.66M -$110K -1,293 -6%
SSWM
536
Smith Salley Wealth Management
North Carolina
$1.65M -$31.1K -365 -2%
CIA
537
Choate Investment Advisors
Massachusetts
$1.64M -$14.1K -165 -0.9%
UTC
538
Unified Trust Company
Kentucky
$1.63M +$348K +4,078 +27%
WCWM
539
Wooster Corthell Wealth Management
Connecticut
$1.61M -$4.78K -56 -0.3%
CI
540
Conning Inc
Connecticut
$1.61M +$1.6M +18,725 New
BI
541
Berkeley Inc
Idaho
$1.6M +$3.07K +36 +0.2%
PPA
542
Parametric Portfolio Associates
Washington
$1.6M -$1.67M -19,570 -51%
BSW
543
Buckingham Strategic Wealth
Missouri
$1.59M +$1.58M +18,557 New
MPIA
544
Mountain Pacific Investment Advisers
Idaho
$1.58M
FNBOO
545
First National Bank of Omaha
Nebraska
$1.58M
AIA
546
Arbor Investment Advisors
North Carolina
$1.57M -$269K -3,153 -15%
KPWS
547
Kestra Private Wealth Services
Texas
$1.57M -$298K -3,492 -16%
FPIS
548
Financial Planning & Information Services
Wisconsin
$1.52M +$118K +1,386 +8%
IFG
549
Independent Financial Group
California
$1.52M -$502K -5,888 -25%
GGS
550
Galvin Gaustad & Stein
Arizona
$1.52M +$642K +7,528 +74%

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.