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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
EWA
551
Exencial Wealth Advisors
Oklahoma
$1.42M -$147K -1,700 -9%
CRWM
552
Castle Rock Wealth Management
California
$1.42M -$42.1K -488 -3%
KWP
553
Keystone Wealth Partners
Arizona
$1.41M -$214K -2,476 -13%
SF
554
Summit Financial
New Jersey
$1.41M +$41.9K +486 +3%
AA
555
Advisory Alpha
Michigan
$1.4M +$1.43M +16,554 New
AAM
556
Autus Asset Management
Arizona
$1.4M +$136K +1,573 +11%
CF
557
Centaurus Financial
California
$1.39M +$40.2K +466 +3%
FPIS
558
Financial Planning & Information Services
Wisconsin
$1.39M +$23.3K +270 +2%
MW
559
Marcum Wealth
Ohio
$1.38M +$1.03M +11,888 +270%
FPCP
560
Fort Point Capital Partners
California
$1.37M -$4.51M -52,335 -76%
TSW
561
Thompson Siegel & Walmsley
Virginia
$1.37M +$85.9K +996 +7%
SIAP
562
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.36M -$298K -3,456 -18%
CHC
563
City Holding Co
West Virginia
$1.36M +$833K +9,661 +151%
PAM
564
Panagora Asset Management
Massachusetts
$1.36M +$125K +1,448 +10%
Mackenzie Financial
565
Mackenzie Financial
Ontario, Canada
$1.36M +$1.38M +16,022 New
TC
566
Trilogy Capital
California
$1.35M +$849K +9,842 +160%
CIA
567
Capital Investment Advisors
Georgia
$1.34M +$119K +1,383 +10%
NW
568
NewEdge Wealth
Pennsylvania
$1.34M +$415K +4,809 +44%
EA
569
Elm Advisors
California
$1.33M +$276K +3,199 +26%
HB
570
Homrich & Berg
Georgia
$1.33M -$18.5K -214 -1%
MFG
571
MidWestOne Financial Group
Iowa
$1.32M
HWM
572
Hohimer Wealth Management
Washington
$1.32M -$821K -9,522 -38%
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$1.3M -$154K -1,780 -10%
CIBC World Market
574
CIBC World Market
Ontario, Canada
$1.3M -$1.74M -20,158 -57%
BWA
575
Beam Wealth Advisors
Louisiana
$1.3M +$101K +1,167 +8%

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.