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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
PHIMC
1151
Private Harbour Investment Management & Counsel
Ohio
-$204K -2,403 Closed
CCM
1152
Carlson Capital Management
Minnesota
-$202K -2,383 Closed
QC
1153
QCM Cayman
Texas
-$201K -2,370 Closed
MWP
1154
Madison Wealth Partners
Wisconsin
-$204K -2,314 Closed
SWP
1155
ShoreHaven Wealth Partners
New Jersey
-$177K -2,094 Closed
GCM
1156
Gables Capital Management
Florida
-$169K -2,000 Closed
NIC
1157
Northwest Investment Counselors
Oregon
-$56K -664 Closed
DWP
1158
Destiny Wealth Partners
Florida
-$51K -600 Closed
GAM
1159
Grandview Asset Management
Pennsylvania
-$43K -503 Closed
HI
1160
Human Investing
Oregon
-$40K -470 Closed
CL
1161
COWA LLC
Oklahoma
-$29K -345 Closed
QCG
1162
Quadrant Capital Group
Ohio
-$29K -340 Closed
RWB
1163
RMR Wealth Builders
New Jersey
-$27K -320 Closed
MF
1164
Manchester Financial
California
-$20K -240 Closed
HPC
1165
HM Payson & Co
Maine
-$15K -175 Closed
KIG
1166
Kessler Investment Group
Indiana
-$14K -163 Closed
EP
1167
Eudaimonia Partners
Tennessee
-$11K -125 Closed
FFC
1168
Fure Financial Corporation
Minnesota
-$4K -55 Closed
IF
1169
Ironwood Financial
Arizona
-$4K -45 Closed
MWM
1170
Mascoma Wealth Management
New Hampshire
-$3K -34 Closed

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.