We are live on ! Find out more
BND icon

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
HI
601
Hendershot Investments
Virginia
$1.17M +$38.4K +445 +3%
PFG
602
PAX Financial Group
Texas
$1.17M -$6.64K -77 -0.6%
FHC
603
First Horizon Corporation
Tennessee
$1.17M -$16.5K -191 -1%
BCA
604
Bernzott Capital Advisors
California
$1.17M
TFA
605
Teamwork Financial Advisors
Texas
$1.17M +$15.4K +178 +1%
EWA
606
EP Wealth Advisors
California
$1.15M +$567K +6,569 +93%
MWM
607
Modera Wealth Management
New Jersey
$1.15M +$221K +2,567 +23%
MCG
608
MACRO Consulting Group
New Jersey
$1.15M +$63.2K +733 +6%
GLA
609
Good Life Advisors
Pennsylvania
$1.14M +$531K +6,159 +84%
CFS
610
Cannon Financial Strategists
Georgia
$1.13M +$2.16K +25 +0.2%
YIA
611
YHB Investment Advisors
Connecticut
$1.13M -$58.5K -678 -5%
SNBOSD
612
Security National Bank of So Dak
Iowa
$1.13M +$67.7K +785 +6%
RA
613
RFG Advisory
Alabama
$1.13M +$27.3K +317 +2%
TWP
614
Total Wealth Planning
Ohio
$1.13M +$20.4K +236 +2%
TI
615
Truepoint Inc
Ohio
$1.13M +$111K +1,287 +11%
KA
616
Kovack Advisors
Florida
$1.11M +$183K +2,121 +19%
MGIA
617
Moneta Group Investment Advisors
Missouri
$1.11M +$581K +6,739 +107%
ACS
618
Archford Capital Strategies
Illinois
$1.1M -$154K -1,785 -12%
RMDI
619
R.M. Davis Inc
Maine
$1.1M -$16.1K -187 -1%
FANJ
620
Financial Architects (New Jersey)
New Jersey
$1.09M -$27.1K -314 -2%
NSB
621
Norway Savings Bank
Maine
$1.08M +$3.88K +45 +0.4%
GCA
622
Genesee Capital Advisors
New York
$1.08M +$116K +1,345 +12%
KWMG
623
King Wealth Management Group
Florida
$1.07M -$11K -128 -1%
SFG
624
Sovereign Financial Group
Connecticut
$1.07M +$300K +3,474 +38%
JCM
625
Jacobi Capital Management
Pennsylvania
$1.07M +$70K +812 +7%

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.