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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
LSA
1101
Lion Street Advisors
Texas
-$1.39M -15,734 Closed
BSSFA
1102
Baron Silver Stevens Financial Advisors
Florida
-$1.3M -14,785 Closed
HF
1103
HRT Financial
New York
-$1.22M -13,869 Closed
PCFFS
1104
Pacific Center for Financial Services
California
-$737K -8,357 Closed
WJA
1105
Willis Johnson & Associates
Texas
-$704K -7,984 Closed
OCM
1106
One Capital Management
California
-$636K -7,209 Closed
LL
1107
LPWM LLC
Minnesota
-$510K -5,786 Closed
GMA
1108
Goldstein Munger & Associates
California
-$506K -5,735 Closed
FMWA
1109
Forvis Mazars Wealth Advisors
Missouri
-$391K -4,437 Closed
DIM
1110
Delta Investment Management
California
-$376K -4,271 Closed
RMA
1111
Roffman Miller Associates
Pennsylvania
-$371K -4,202 Closed
Kovitz Investment Group Partners
1112
Kovitz Investment Group Partners
Illinois
-$356K -4,040 Closed
Cerity Partners
1113
Cerity Partners
New York
-$347K -3,936 Closed
GI
1114
Glovista Investments
New Jersey
-$331K -3,755 Closed
LCH
1115
Lee Capital Holdings
New York
-$326K -3,695 Closed
BSW
1116
Buckingham Strategic Wealth
Missouri
-$324K -3,677 Closed
CST
1117
Charles Schwab Trust
Nevada
-$323K -3,663 Closed
SBIA
1118
Sheaff Brock Investment Advisors
Indiana
-$322K -3,647 Closed
IP
1119
Intellectus Partners
California
-$310K -3,519 Closed
VAM
1120
Verity Asset Management
North Carolina
-$303K -3,439 Closed
CIC
1121
Cutler Investment Counsel
Oregon
-$286K -3,239 Closed
ARG
1122
Advisory Resource Group
Oklahoma
-$268K -3,036 Closed
IFS
1123
Ifrah Financial Services
Arkansas
-$259K -2,934 Closed
CC
1124
Cedar Capital
Illinois
-$244K -2,765 Closed
JMF
1125
Johnson Midwest Financial
Iowa
-$241K -2,738 Closed

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.