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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
NAS
51
Nicolet Advisory Services
Wisconsin
$90.5M -$2.48M -28,757 -3%
Allianz Asset Management
52
Allianz Asset Management
Germany
$88.6M +$17.3M +200,816 +24%
HH
53
Hernani Holdings
Wyoming
$87.1M -$18.3M -211,915 -17%
BAAM
54
Baker Avenue Asset Management
California
$86.3M +$1.97M +22,800 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$83.7M +$84.3M +978,079 +10,274%
AF
56
Advisornet Financial
Minnesota
$82.2M +$2.61M +30,211 +3%
AA
57
Alesco Advisors
New York
$82.1M +$8.46M +98,132 +11%
Wealthfront Advisers
58
Wealthfront Advisers
California
$78.5M -$11.7M -135,233 -13%
AllianceBernstein
59
AllianceBernstein
Tennessee
$78.3M +$25.1M +291,397 +46%
MWM
60
Mission Wealth Management
California
$77.6M +$3.36M +38,938 +4%
PIMG
61
Patriot Investment Management Group
Tennessee
$70.9M +$14.9M +172,616 +26%
MWA
62
Martel Wealth Advisors
Washington
$67.9M +$6.19M +71,806 +10%
USAA
63
United Services Automobile Association
Texas
$67.4M +$25.1M +291,203 +58%
G
64
GenTrust
Florida
$66.7M +$67.6M +784,276 New
SWP
65
Stratos Wealth Partners
Ohio
$66.1M -$3.1M -35,917 -4%
Victory Capital Management
66
Victory Capital Management
Texas
$65.8M
PAG
67
Private Advisor Group
New Jersey
$63.9M +$2.78M +32,229 +4%
CWM
68
Campbell Wealth Management
Virginia
$61.7M +$3.52M +40,764 +6%
Stifel Financial
69
Stifel Financial
Missouri
$61.2M +$6.2M +71,941 +11%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$59M +$7.38M +85,576 +14%
TCM
71
Twele Capital Management
Minnesota
$58.6M -$6.31M -73,223 -10%
MMA
72
Miracle Mile Advisors
California
$57.7M +$4.18M +48,454 +8%
LFS
73
Lutz Financial Services
Nebraska
$57.5M -$1.25M -14,547 -2%
KIM
74
Karpus Investment Management
New York
$52.1M +$25.8M +299,693 +95%
MNG
75
Manning & Napier Group
New York
$52.1M

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.