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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
SA
851
Sunesis Advisors
Kansas
$346K
NCM
852
Northwest Capital Management
Oregon
$345K +$87.1K +1,021 +35%
CRI
853
Colonial River Investments
Virginia
$345K +$103K +1,212 +43%
SDWIA
854
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$344K
CAS
855
Cascadia Advisory Services
Oregon
$344K +$19.2K +225 +6%
GFS
856
GYL Financial Synergies
Connecticut
$343K +$9.98K +117 +3%
AWM
857
Aprio Wealth Management
Georgia
$343K +$340K +3,990 New
MAFM
858
Mid Atlantic Financial Management
Pennsylvania
$339K -$9.47K -111 -3%
AF
859
Alerus Financial
North Dakota
$337K -$87.7K -1,028 -21%
SWP
860
Summit Wealth Partners
Florida
$333K -$1.88K -22 -0.6%
TFS
861
TrustCore Financial Services
Tennessee
$332K +$21.4K +251 +7%
CA
862
Clearstead Advisors
Ohio
$326K
IRAG
863
Investment Research & Advisory Group
Georgia
$326K +$5.63K +66 +2%
TFA
864
Transamerica Financial Advisors
Florida
$323K +$12.4K +145 +4%
LWM
865
Liberty Wealth Management
California
$323K +$88.2K +1,034 +38%
SS
866
Sunbelt Securities
Texas
$322K -$41.3K -484 -11%
TTWM
867
TCV Trust & Wealth Management
Virginia
$321K -$26.4K -310 -8%
SEP
868
Southland Equity Partners
Missouri
$320K +$317K +3,720 New
RWM
869
Ritholtz Wealth Management
New York
$319K -$5.54K -65 -2%
VIP
870
Vantage Investment Partners
Missouri
$319K
GEA
871
Glen Eagle Advisors
New Jersey
$318K +$3.84K +45 +1%
AI
872
Accredited Investors
Minnesota
$317K +$103K +1,211 +49%
NL
873
Navalign LLC
California
$314K -$349K -4,093 -53%
ZIM
874
Zacks Investment Management
Illinois
$312K -$1.02K -12 -0.3%
MHR
875
Matthew Hamilton Rosenberg
$312K

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.