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Vanguard Total Bond Market

1,110 hedge funds and large institutions have $46.4B invested in Vanguard Total Bond Market in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 537 increasing their positions, 340 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.53M | Put options by funds: $3.37M

58% more repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 340

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

1% more funds holding

Funds holding: 1,0961,110 (+14)

2% more capital invested

Capital invested by funds: $45.4B → $46.4B (+$997M)

1% less funds holding in top 10

Funds holding in top 10: 169168 (-1)

1.32% less ownership

Funds ownership: 57.71%56.39% (-1.3%)

Holders
1,110
Holders Change
+14
Holders Change %
+1.28%
% of All Funds
19.43%
Holding in Top 10
168
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.59%
% of All Funds
2.94%
New
97
Increased
537
Reduced
340
Closed
62
Calls
$8.53M
Puts
$3.37M
Net Calls
+$5.16M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
Stratos Wealth Advisors
Ohio
$1.95M -$422K -4,885 -18%
SF
527
Synovus Financial
Georgia
$1.93M -$1.85M -21,440 -49%
FFWM
528
Future Financial Wealth Management
Ohio
$1.89M
SHWM
529
Smith & Howard Wealth Management
Georgia
$1.88M +$144K +1,667 +8%
AWA
530
Acorn Wealth Advisors
Michigan
$1.83M -$3.82M -44,193 -67%
CW
531
CreativeOne Wealth
Kansas
$1.83M +$26.9K +312 +1%
BC
532
Brio Consultants
California
$1.83M -$549K -6,358 -23%
DA
533
Doliver Advisors
Texas
$1.83M +$1.85M +21,386 New
USCWA
534
U.S. Capital Wealth Advisors
Texas
$1.82M +$1.84M +21,294 New
DWM
535
Dakota Wealth Management
Florida
$1.8M +$495K +5,735 +37%
PSUF
536
People's United Financial
Connecticut
$1.78M +$721K +8,350 +67%
RFA
537
Reilly Financial Advisors
California
$1.77M -$71.2K -825 -4%
FA
538
FC Advisory
Pennsylvania
$1.76M +$6.56K +76 +0.4%
CFS
539
CRA Financial Services
New Jersey
$1.76M
Susquehanna International Group
540
Susquehanna International Group
Pennsylvania
$1.75M +$1.76M +20,433 New
EA
541
Elm Advisors
California
$1.73M +$240K +2,775 +16%
DC
542
Davenport & Co
Virginia
$1.72M +$1.1M +12,784 +174%
AL
543
ACAS LLC
California
$1.72M +$54.2K +628 +3%
EIG
544
Ellenbecker Investment Group
Wisconsin
$1.72M -$25.7K -298 -1%
GGS
545
Galvin Gaustad & Stein
Arizona
$1.7M +$189K +2,192 +12%
SSWM
546
Smith Salley Wealth Management
North Carolina
$1.69M +$54.4K +630 +3%
BCA
547
Bernzott Capital Advisors
California
$1.69M +$259K +3,000 +18%
UTC
548
Unified Trust Company
Kentucky
$1.68M +$61.7K +715 +4%
DBRC
549
D.B. Root & Company
Pennsylvania
$1.67M +$20.9K +242 +1%
SRC
550
Sage Rhino Capital
California
$1.66M -$98.9K -1,146 -6%

BND Hedge Fund Activity: Q3 2021 in Review

1,110 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2021, worth a combined $46.4B — up 2.2% from $45.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BND positions and 62 closed out — a net gain of 35 holders — while 537 added to existing stakes and 340 trimmed.

The largest buyer was Franklin Resources, adding an estimated $934M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,110 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2021, up from 1,096 in Q2 2021.
  • Funds reported $46.4B of Vanguard Total Bond Market stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 97 funds opened new Vanguard Total Bond Market positions in Q3 2021 and 62 closed out, a net change of +35 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2021 was Franklin Resources, an estimated $934M added.
  • The largest Vanguard Total Bond Market seller in Q3 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q3 2021.