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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
Allianz Asset Management
51
Allianz Asset Management
Germany
$92.5M +$2.62M +30,671 +3%
AA
52
Alesco Advisors
New York
$89.1M +$5.85M +68,570 +7%
BCM
53
Brookstone Capital Management
Illinois
$88.8M +$86.1M +1,009,569 +4,268%
AF
54
Advisornet Financial
Minnesota
$88.6M +$5.24M +61,473 +6%
AllianceBernstein
55
AllianceBernstein
Tennessee
$86.2M +$6.76M +79,308 +9%
Wealthfront Advisers
56
Wealthfront Advisers
California
$82.3M +$2.7M +31,689 +3%
PIMG
57
Patriot Investment Management Group
Tennessee
$82.2M +$10.2M +119,323 +14%
MWM
58
Mission Wealth Management
California
$81.2M +$2.53M +29,699 +3%
KIM
59
Karpus Investment Management
New York
$76.9M +$23.9M +280,201 +46%
MWA
60
Martel Wealth Advisors
Washington
$75.9M +$7.06M +82,753 +10%
Verition Fund Management
61
Verition Fund Management
Connecticut
$75.7M +$57.1M +669,843 +317%
RA
62
Rational Advisors
New York
$72.1M +$35.6M +416,857 +99%
G
63
GenTrust
Florida
$71.4M +$4.06M +47,557 +6%
SWP
64
Stratos Wealth Partners
Ohio
$67.9M +$888K +10,412 +1%
Victory Capital Management
65
Victory Capital Management
Texas
$66.7M
PAG
66
Private Advisor Group
New Jersey
$65.2M +$451K +5,288 +0.7%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$65.1M +$5.23M +61,307 +9%
FWI
68
Facet Wealth Inc
Maryland
$64.7M +$16.7M +196,283 +35%
LFS
69
Lutz Financial Services
Nebraska
$61.4M +$3.14M +36,868 +5%
Stifel Financial
70
Stifel Financial
Missouri
$61M -$1.07M -12,500 -2%
TCM
71
Twele Capital Management
Minnesota
$60.6M +$1.22M +14,270 +2%
RWP
72
RWA Wealth Partners
Massachusetts
$58.7M +$22.3M +261,554 +62%
USAA
73
United Services Automobile Association
Texas
$58.6M -$9.68M -113,539 -14%
RPGK
74
Retirement Planning Group (Kansas)
Kansas
$57.2M +$7.58M +88,865 +15%
MNG
75
Manning & Napier Group
New York
$56.9M

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.