We are live on ! Find out more
BND icon

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
HWA
1026
HHM Wealth Advisors
Tennessee
$33K
SSW
1027
Smith Shellnut Wilson
Mississippi
$33K
WWMSC
1028
Wagner Wealth Management (South Carolina)
South Carolina
$32K +$32.4K +376 New
APWA
1029
Atlas Private Wealth Advisors
New Jersey
$31K -$9.66K -112 -23%
TCM
1030
Tradewinds Capital Management
Washington
$31K +$517 +6 +2%
CC
1031
Cassaday & Co
Virginia
$30K -$184K -2,130 -86%
CHA
1032
Carmichael Hill & Associates
Maryland
$30K
GTAM
1033
Global Trust Asset Management
Florida
$30K +$5.61K +65 +23%
CL
1034
COWA LLC
Oklahoma
$29K -$21.1K -245 -42%
QCG
1035
Quadrant Capital Group
Ohio
$29K -$776 -9 -3%
RWB
1036
RMR Wealth Builders
New Jersey
$27K +$27.6K +320 New
BWM
1037
BerganKDV Wealth Management
Minnesota
$26K -$3.02K -35 -10%
WTC
1038
WhitTier Trust Company
Nevada
$26K
CAL
1039
Capital Advisors Ltd
Ohio
$25K
PFPT
1040
Pinnacle Financial Partners (Tennessee)
Tennessee
$24K
AA
1041
Ancora Advisors
Ohio
$22K +$172 +2 +0.8%
TFA
1042
Toth Financial Advisory
Virginia
$21K
MF
1043
Manchester Financial
California
$20K +$20.7K +240 New
AIM
1044
Anchor Investment Management
South Carolina
$19.1K +$19.4K +225 New
LIA
1045
LS Investment Advisors
Michigan
$17K
CWP
1046
Concord Wealth Partners
Virginia
$17K +$1.38K +16 +8%
GWSG
1047
GPS Wealth Strategies Group
Colorado
$17K +$18.1K +210 New
HPC
1048
HM Payson & Co
Maine
$15K +$4.92K +57 +48%
KIG
1049
Kessler Investment Group
Indiana
$14K +$14.1K +163 New
TFO
1050
Tarbox Family Office
California
$13K

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.