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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
KPWG
851
KFA Private Wealth Group
Virginia
$309K -$16.6K -193 -5%
ZIM
852
Zacks Investment Management
Illinois
$309K +$314K +3,646 New
CFD
853
Creative Financial Designs
Indiana
$308K +$5.43K +63 +2%
MA
854
MONECO Advisors
Connecticut
$307K -$96.5K -1,119 -24%
MHR
855
Matthew Hamilton Rosenberg
$307K
HSA
856
HBK Sorce Advisory
Pennsylvania
$307K +$63.3K +734 +25%
TFS
857
TrustCore Financial Services
Tennessee
$307K +$94.3K +1,093 +43%
TFA
858
Transamerica Financial Advisors
Florida
$306K -$97K -1,125 -24%
CNB
859
Camden National Bank
Maine
$304K +$30.6K +355 +11%
CNC
860
Camden National Corporation
Maine
$304K +$309K +3,583 New
FCA
861
FLC Capital Advisors
California
$303K
BWM
862
Birchcreek Wealth Management
Ohio
$300K -$68.6K -795 -18%
MAP
863
Milestone Advisory Partners
North Carolina
$300K
SEIA
864
Signature Estate & Investment Advisors
California
$300K +$305K +3,541 New
BWA
865
Bordeaux Wealth Advisors
California
$292K -$176K -2,038 -37%
TVAMP
866
Tennessee Valley Asset Management Partners
Tennessee
$290K +$517 +6 +0.2%
HNW
867
High Note Wealth
Minnesota
$288K +$294K +3,410 New
KM
868
Kalos Management
Georgia
$287K +$50.8K +589 +21%
SWMG
869
Strategic Wealth Management Group
Maryland
$284K -$776 -9 -0.3%
1WA
870
180 Wealth Advisors
Washington
$284K +$5.61K +65 +2%
IWP
871
Icon Wealth Partners
Texas
$281K -$3.88K -45 -1%
BMCM
872
Bryn Mawr Capital Management
Pennsylvania
$281K
FG
873
Foster Group
Iowa
$281K +$286K +3,313 New
Fisher Asset Management
874
Fisher Asset Management
Washington
$280K -$1.31M -15,247 -82%
WA
875
Waverly Advisors
Alabama
$278K -$63.9K -741 -19%

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.