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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
PIFP
101
Partners in Financial Planning
Virginia
$39.7M +$39.4M +461,745 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$39.6M +$8.21M +96,265 +26%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$39.5M +$2.76M +32,404 +8%
BWL
104
Bogart Wealth LLC
Virginia
$38.9M +$9.8M +114,918 +34%
OCG
105
Opus Capital Group
Ohio
$38.8M +$3.13M +36,648 +9%
LPT
106
Legacy Private Trust
Wisconsin
$38.4M -$3.77M -44,231 -9%
CA
107
Cetera Advisors
Colorado
$37.5M +$6.03M +70,659 +19%
COF
108
Capital One Financial
Virginia
$36.9M +$1.29M +15,151 +4%
Toronto Dominion Bank
109
Toronto Dominion Bank
Ontario, Canada
$36.6M +$36.3M +425,023 +31,367%
AIP
110
Ameritas Investment Partners
Nebraska
$36.6M +$85.3K +1,000 +0.2%
AWM
111
AE Wealth Management
Kansas
$36.5M +$6.06M +70,995 +20%
NFG
112
Next Financial Group
Texas
$36.5M +$1.61M +18,838 +5%
WFA
113
West Financial Advisors
Iowa
$36.5M +$3.55M +41,660 +11%
MPW
114
MA Private Wealth
California
$36.1M +$1.34M +15,732 +4%
EA
115
Efficient Advisors
Ohio
$35.4M +$6M +70,314 +21%
Boston Partners
116
Boston Partners
Massachusetts
$34.7M
PI
117
PFS Investments
Georgia
$34.3M +$548K +6,424 +2%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$33.6M +$30.1M +352,498 +909%
ASW
119
Astoria Strategic Wealth
Texas
$32.8M +$7.08M +82,954 +28%
SI
120
Stephens Inc
Arkansas
$32.6M -$4.26M -49,986 -12%
GJIC
121
Gamble Jones Investment Counsel
California
$32.3M +$2.73M +31,949 +9%
SCM
122
Stordahl Capital Management
Colorado
$31.6M +$1.34M +15,689 +4%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$31.2M
B
124
Brightworth
Georgia
$30.5M +$3.81M +44,631 +14%
BPA
125
Beacon Pointe Advisors
California
$30.4M +$11.6M +136,116 +62%

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.