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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
SAS
676
Sanford Advisory Services
Michigan
$745K -$102K -1,181 -12%
FWIA
677
Fort Washington Investment Advisors
Ohio
$742K -$34.5K -400 -4%
MWM
678
Madison Wealth Management
Ohio
$733K
BAM
679
Bruderman Asset Management
New York
$729K -$37K -429 -5%
RCIM
680
Red Cedar Investment Management
Michigan
$727K
FCBT
681
First Citizens Bank & Trust
North Carolina
$723K -$31K -359 -4%
AWM
682
AllSquare Wealth Management
New York
$719K +$95.2K +1,104 +15%
FF
683
Friedenthal Financial
New Jersey
$715K -$60K -696 -8%
PAG
684
Private Advisory Group
Washington
$714K -$1.03M -11,888 -59%
KeyBank National Association
685
KeyBank National Association
Ohio
$714K -$3.45K -40 -0.5%
DWM
686
Dakota Wealth Management
Florida
$705K +$348K +4,035 +94%
AWM
687
Aries Wealth Management
Maine
$703K +$56.1K +650 +9%
MWM
688
MorganRosel Wealth Management
Colorado
$703K +$109K +1,262 +18%
SWM
689
SeaCrest Wealth Management
New York
$700K +$106K +1,227 +17%
SQA
690
Simon Quick Advisors
New Jersey
$688K -$361K -4,186 -34%
GWM
691
Gray Wealth Management
Maine
$687K -$269K -3,120 -28%
FFWM
692
Future Financial Wealth Management
Ohio
$686K +$42.5K +493 +6%
AC
693
Avestar Capital
New York
$678K +$686K +7,953 New
DCM
694
Dimension Capital Management
Florida
$676K
FTA
695
Financial & Tax Architects
Missouri
$670K +$682K +7,911 New
WFS
696
Weitzel Financial Services
Iowa
$670K +$11.6K +134 +2%
UFA
697
US Financial Advisors
Massachusetts
$668K +$259K +3,002 +62%
NL
698
Navalign LLC
California
$657K +$669K +7,754 New
CM
699
Cornerstone Management
Georgia
$642K +$22.6K +262 +4%
VCAM
700
Van Cleef Asset Management
Ohio
$640K -$40.1K -465 -6%

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.