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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
SHWM
701
Smith & Howard Wealth Management
Georgia
$640K +$324K +3,760 +99%
BFG
702
Berger Financial Group
Minnesota
$635K -$24.8K -288 -4%
MSAM
703
Moloney Securities Asset Management
Missouri
$629K +$134K +1,550 +26%
SAS
704
SMI Advisory Services
Indiana
$625K +$636K +7,374 New
PIA
705
Perennial Investment Advisors
California
$621K -$6.81K -79 -1%
SVWAG
706
Sound View Wealth Advisors Group
Georgia
$618K -$8.62K -100 -1%
UF
707
Univest Financial
Pennsylvania
$618K +$25.2K +292 +4%
LA
708
LexAurum Advisors
Kansas
$617K +$93.6K +1,085 +17%
BIA
709
Barry Investment Advisors
Massachusetts
$616K +$37.5K +435 +6%
SCA
710
Snowden Capital Advisors
New York
$610K -$90.2K -1,046 -13%
SW
711
StrongBox Wealth
Missouri
$609K -$103K -1,200 -14%
SP
712
Successful Portfolios
Florida
$608K
FDCDDQ
713
Federation des caisses Desjardins du Quebec
Quebec, Canada
$607K +$516K +5,985 +507%
TLFA
714
True Link Financial Advisors
California
$600K -$83.4K -967 -12%
PS
715
Portfolio Solutions
Michigan
$595K -$5.35K -62 -0.9%
CCM
716
Colorado Capital Management
Colorado
$585K -$205K -2,380 -26%
RF
717
Rollins Financial
Georgia
$583K -$49.3K -572 -8%
Bank Julius Baer & Co
718
Bank Julius Baer & Co
Switzerland
$581K
KFI
719
Key Financial Inc
Pennsylvania
$579K -$28.5K -330 -5%
CCM
720
Coldstream Capital Management
Washington
$579K
WPWM
721
Windward Private Wealth Management
Kansas
$574K -$30.4K -353 -5%
TWA
722
TCI Wealth Advisors
Arizona
$573K +$79K +916 +16%
FI
723
Financial Insights
Washington
$573K +$351K +4,075 +152%
Fidelity Investments
724
Fidelity Investments
Massachusetts
$573K +$384K +4,452 +193%
UWM
725
USAdvisors Wealth Management
Minnesota
$572K +$604 +7 +0.1%

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.