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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
GJIC
126
Gamble Jones Investment Counsel
California
$29.1M +$29.3K +340 +0.1%
EA
127
Efficient Advisors
Ohio
$28.9M +$11.1M +128,960 +61%
BWL
128
Bogart Wealth LLC
Virginia
$28.6M +$14M +161,952 +92%
HDIM
129
Hanson & Doremus Investment Management
Vermont
$28M +$1.07M +12,428 +4%
BJ
130
Brouwer & Janachowski
California
$27.2M -$248K -2,870 -0.9%
FA
131
FDx Advisors
Illinois
$27M +$5.4M +62,577 +24%
B
132
Brightworth
Georgia
$26.3M +$5.3M +61,428 +25%
EI
133
Ellevest Inc
New York
$25.9M +$4.39M +50,931 +20%
MIA
134
MainStreet Investment Advisors
Illinois
$25.8M -$6.03M -69,875 -19%
SFG
135
SNS Financial Group
Minnesota
$25.3M +$2.44M +28,316 +10%
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$25.2M +$4.02M +46,587 +19%
ASW
137
Astoria Strategic Wealth
Texas
$25.1M +$2.99M +34,725 +13%
PFM
138
Phillips Financial Management
Indiana
$23.9M +$2.24M +25,943 +10%
AI
139
Atria Investments
North Carolina
$23.9M +$5.18M +60,009 +27%
DT
140
Daniels + Tansey
Delaware
$23.8M +$764K +8,864 +3%
BIA
141
BHK Investment Advisors
Alabama
$23.5M
GW
142
GW & Wade
Massachusetts
$23.4M +$59.2K +686 +0.2%
TFF
143
The Family Firm
Maryland
$23.3M +$354K +4,106 +2%
TCM
144
TD Capital Management
Tennessee
$23.2M +$1.01M +11,762 +4%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$23M +$2.79M +32,408 +14%
BCI
146
Brinker Capital Investments
Pennsylvania
$22.7M +$14.4M +167,281 +166%
Barclays
147
Barclays
United Kingdom
$22.6M +$23M +266,572 +26,657,200%
PMA
148
Prudent Man Advisors
Illinois
$22.5M +$2.01M +23,298 +10%
WB
149
WesBanco Bank
West Virginia
$21.1M +$21.5M +249,577 New
US Bancorp
150
US Bancorp
Minnesota
$21.1M +$290K +3,360 +1%

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.