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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
MOS
651
MGO One Seven
Ohio
$957K +$719K +8,433 +311%
BAM
652
Belpointe Asset Management
Nevada
$953K -$2.04M -23,874 -68%
PA
653
Planning Alternatives
Michigan
$944K -$39.3M -460,509 -98%
WP
654
WealthShield Partners
North Carolina
$942K +$926K +10,859 +10,543%
CCM
655
Coe Capital Management
Illinois
$939K -$7.33K -86 -0.8%
PP
656
Patron Partners
Texas
$930K +$604K +7,083 +189%
SIAP
657
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$921K -$457K -5,358 -33%
Fidelity Investments
658
Fidelity Investments
Massachusetts
$911K +$328K +3,848 +57%
AC
659
Addison Capital
Pennsylvania
$908K
TWP
660
TFO Wealth Partners
Ohio
$885K -$57.3K -672 -6%
FWP
661
FAS Wealth Partners
Kansas
$885K +$62.6K +734 +8%
TCA
662
Transcend Capital Advisors
New Jersey
$873K +$37.5K +440 +5%
MWM
663
MorganRosel Wealth Management
Colorado
$865K +$151K +1,769 +21%
AWM
664
Aries Wealth Management
Maine
$865K +$154K +1,802 +22%
DCM
665
DeGreen Capital Management
Arizona
$862K +$856K +10,032 New
BJL
666
Brighton Jones LLC
Washington
$858K -$46.2K -542 -5%
BCA
667
Bay Colony Advisors
Massachusetts
$837K -$14.5K -170 -2%
FLPIM
668
F.L. Putnam Investment Management
Massachusetts
$833K +$827K +9,694 New
Principal Financial Group
669
Principal Financial Group
Iowa
$822K +$8.44K +99 +1%
AC
670
Avestar Capital
New York
$822K +$138K +1,620 +20%
NFC
671
Northeast Financial Consultants
Connecticut
$819K -$864K -10,134 -52%
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$815K
EFS
673
Essex Financial Services
Connecticut
$810K
SCA
674
Snowden Capital Advisors
New York
$803K +$184K +2,154 +30%
V
675
Veritable
Delaware
$795K -$44.7K -524 -5%

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.