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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
MAM
76
Madison Asset Management
Wisconsin
$51.3M -$1.97M -22,827 -4%
SFS
77
Sowell Financial Services
Arkansas
$51.2M +$8.09M +93,757 +19%
Financial Engines Advisors
78
Financial Engines Advisors
California
$49.8M +$1.93M +22,334 +4%
TF
79
TIAA FSB
Florida
$49.3M +$4.14M +47,989 +9%
RPGK
80
Retirement Planning Group (Kansas)
Kansas
$48.9M +$3.62M +42,023 +8%
SP
81
Symmetry Partners
Connecticut
$48.9M +$5.55M +64,331 +13%
AWA
82
Alaska Wealth Advisors
Alaska
$48.8M -$2.97M -34,452 -6%
CAM
83
Chandler Asset Management
California
$48M +$7.3M +84,635 +18%
SF
84
Synovus Financial
Georgia
$47.5M +$2.34M +27,119 +5%
FWI
85
Facet Wealth Inc
Maryland
$47.2M +$17.3M +200,533 +56%
LSAG
86
Lake Street Advisors Group
New Hampshire
$46.5M +$2.07M +24,039 +5%
CA
87
Cambridge Advisors
Nebraska
$46.2M +$2.34M +27,120 +5%
RIM
88
Rockbridge Investment Management
New York
$45.1M +$6.1M +70,786 +15%
PA
89
Paracle Advisors
Washington
$45M +$3.27M +37,920 +8%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$44.8M +$15.1M +175,000 +50%
AL
91
Aspiriant LLC
California
$44.3M -$429K -4,979 -0.9%
UOC
92
University of Chicago
Illinois
$44M +$12.9M +149,056 +40%
AGA
93
Arkos Global Advisors
Texas
$43.4M +$4.36M +50,591 +11%
MML Investors Services
94
MML Investors Services
Massachusetts
$42.6M +$8.19M +94,912 +23%
LPT
95
Legacy Private Trust
Wisconsin
$41.6M -$6.57M -76,222 -13%
PFA
96
Pure Financial Advisors
California
$41.6M +$16.1M +186,212 +61%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$40.8M -$411K -4,766 -1%
FA
98
Fiducient Advisors
Illinois
$40.3M +$4.69M +54,375 +13%
PA
99
Planning Alternatives
Michigan
$39.9M +$222K +2,576 +0.5%
AIMCA
100
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.1M -$71.1M -825,000 -65%

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.