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Vanguard Total Bond Market

1,096 hedge funds and large institutions have $45.4B invested in Vanguard Total Bond Market in 2021 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 507 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: 507 | Existing positions reduced: 362

12% more capital invested

Capital invested by funds: $40.4B → $45.4B (+$5B)

2% more funds holding

Funds holding: 1,0751,096 (+21)

0.99% more ownership

Funds ownership: 56.72%57.71% (+0.99%)

5% less funds holding in top 10

Funds holding in top 10: 177169 (-8)

Holders
1,096
Holders Change
+21
Holders Change %
+1.95%
% of All Funds
19.07%
Holding in Top 10
169
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.52%
% of All Funds
2.94%
New
102
Increased
507
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
BPA
126
Beacon Pointe Advisors
California
$30.4M +$11.6M +136,116 +62%
BFG
127
Barber Financial Group
Kansas
$30.4M -$862K -10,109 -3%
SFG
128
SNS Financial Group
Minnesota
$30.3M +$4.64M +54,453 +18%
EI
129
Ellevest Inc
New York
$30.2M +$3.89M +45,665 +15%
DT
130
Daniels + Tansey
Delaware
$30M +$5.62M +65,933 +23%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$29.3M +$3.75M +43,927 +15%
HDIM
132
Hanson & Doremus Investment Management
Vermont
$27.3M -$1.79M -21,014 -6%
BJ
133
Brouwer & Janachowski
California
$26.9M -$604K -7,081 -2%
SF
134
Symphony Financial
Texas
$26.6M -$1.74M -20,397 -6%
BIA
135
BHK Investment Advisors
Alabama
$26.5M +$3.56M +41,765 +16%
FA
136
FDx Advisors
Illinois
$26.4M -$923K -10,825 -3%
BCA
137
Berman Capital Advisors
Georgia
$25.2M +$19.4M +227,887 +347%
SMDAM
138
Sumitomo Mitsui DS Asset Management
Japan
$25.2M +$5.08M +59,572 +26%
TCM
139
TD Capital Management
Tennessee
$25.1M +$1.51M +17,761 +6%
PFM
140
Phillips Financial Management
Indiana
$25M +$743K +8,713 +3%
PMA
141
Prudent Man Advisors
Illinois
$24.9M +$2.1M +24,618 +9%
EC
142
Estate Counselors
Wisconsin
$24.8M -$8.63M -101,150 -26%
WB
143
WesBanco Bank
West Virginia
$24.7M +$3.26M +38,235 +15%
TA
144
Tectonic Advisors
Texas
$24.6M +$6.66M +78,070 +37%
NC
145
NewSquare Capital
Pennsylvania
$24.4M +$3.38M +39,629 +16%
TFF
146
The Family Firm
Maryland
$23.5M -$124K -1,459 -0.5%
Barclays
147
Barclays
United Kingdom
$23.1M +$156K +1,824 +0.7%
GW
148
GW & Wade
Massachusetts
$22.9M -$798K -9,354 -3%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$22.9M -$405K -4,746 -2%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$21.5M +$8.68M +101,763 +68%

BND Hedge Fund Activity: Q2 2021 in Review

1,096 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2021, worth a combined $45.4B — up 12% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new BND positions and 68 closed out — a net gain of 34 holders — while 507 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.

  • 1,096 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2021, up from 1,075 in Q1 2021.
  • Funds reported $45.4B 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.