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Vanguard Total Bond Market

1,110 hedge funds and large institutions have $46.4B invested in Vanguard Total Bond Market in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 537 increasing their positions, 340 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.53M | Put options by funds: $3.37M

58% more repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 340

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

1% more funds holding

Funds holding: 1,0961,110 (+14)

2% more capital invested

Capital invested by funds: $45.4B → $46.4B (+$997M)

1% less funds holding in top 10

Funds holding in top 10: 169168 (-1)

1.32% less ownership

Funds ownership: 57.71%56.39% (-1.3%)

Holders
1,110
Holders Change
+14
Holders Change %
+1.28%
% of All Funds
19.43%
Holding in Top 10
168
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.59%
% of All Funds
2.94%
New
97
Increased
537
Reduced
340
Closed
62
Calls
$8.53M
Puts
$3.37M
Net Calls
+$5.16M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
LFF
801
Level Four Financial
Texas
$441K +$25.6K +297 +6%
OCM
802
Orion Capital Management
California
$441K +$445K +5,156 New
CSIA
803
Charles Schwab Investment Advisory
California
$438K -$167K -1,937 -27%
CWS
804
Cypress Wealth Services
California
$437K -$8.55K -99 -2%
HCP
805
Hexagon Capital Partners
Arkansas
$429K -$8.29K -96 -2%
BC
806
Belmont Capital
California
$422K
AAP
807
Arax Advisory Partners
Colorado
$419K -$14.2K -165 -3%
FRA
808
Front Row Advisors
California
$417K
TC
809
Tenret Company
Florida
$417K
Cerity Partners
810
Cerity Partners
New York
$416K +$420K +4,863 New
BA
811
Bridge Advisory
California
$412K +$4.06K +47 +1%
CAS
812
Cascadia Advisory Services
Oregon
$411K +$68.9K +798 +20%
SCA
813
STALEY CAPITAL ADVISERS
Pennsylvania
$410K
PWM
814
Paulson Wealth Management
Illinois
$410K +$4.4K +51 +1%
BAS
815
Brown Advisory Securities
Maryland
$409K +$55K +637 +15%
MM
816
Main Management
California
$406K
SLWA
817
San Luis Wealth Advisors
California
$403K +$407K +4,713 New
UBV
818
United Bank (Virginia)
Virginia
$403K +$407K +4,716 New
MWM
819
Moulton Wealth Management
Washington
$400K -$25.4K -294 -6%
APC
820
Aspire Private Capital
North Carolina
$399K -$23.4K -271 -5%
WWM
821
WT Wealth Management
Arizona
$396K
SIAG
822
Safeguard Investment Advisory Group
California
$390K -$342K -3,962 -46%
MAFM
823
Mid Atlantic Financial Management
Pennsylvania
$388K +$51.5K +597 +15%
RSC
824
Red Spruce Capital
Pennsylvania
$387K
WCM
825
Whitener Capital Management
North Carolina
$383K +$19K +220 +5%

BND Hedge Fund Activity: Q3 2021 in Review

1,110 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2021, worth a combined $46.4B — up 2.2% from $45.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BND positions and 62 closed out — a net gain of 35 holders — while 537 added to existing stakes and 340 trimmed.

The largest buyer was Franklin Resources, adding an estimated $934M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,110 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2021, up from 1,096 in Q2 2021.
  • Funds reported $46.4B of Vanguard Total Bond Market stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 97 funds opened new Vanguard Total Bond Market positions in Q3 2021 and 62 closed out, a net change of +35 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2021 was Franklin Resources, an estimated $934M added.
  • The largest Vanguard Total Bond Market seller in Q3 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q3 2021.