We are live on ! Find out more
BND icon

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
NC
151
NewSquare Capital
Pennsylvania
$20.7M +$4.84M +56,095 +30%
S
152
SignatureFD
Georgia
$20.4M +$389K +4,513 +2%
N
153
Natixis
France
$20.3M +$4.75M +55,076 +30%
AWM
154
Apollon Wealth Management
South Carolina
$20.2M +$2.08M +24,094 +11%
SMDAM
155
Sumitomo Mitsui DS Asset Management
Japan
$19.8M -$3.07M -35,633 -13%
CWM
156
Cornerstone Wealth Management
Missouri
$19.5M +$192K +2,224 +1%
BWM
157
Benchmark Wealth Management
Connecticut
$19.1M +$3.21M +37,195 +20%
TC
158
TAP Consulting
Missouri
$18.6M +$4.53M +52,538 +31%
BPA
159
Beacon Pointe Advisors
California
$18.5M +$2.41M +27,889 +15%
Verition Fund Management
160
Verition Fund Management
Connecticut
$17.9M +$18.3M +211,636 New
KL
161
KWMG LLC
Kansas
$17.8M +$2.52M +29,235 +16%
TA
162
Tectonic Advisors
Texas
$17.6M +$226K +2,618 +1%
BFA
163
Bluestem Financial Advisors
Illinois
$17.6M +$224K +2,602 +1%
GRP
164
Global Retirement Partners
California
$17.3M +$1.66M +19,218 +10%
PA
165
Pinnacle Associates
New York
$17.1M -$46.7K -541 -0.3%
SC
166
Savant Capital
Illinois
$16.9M +$3.7M +42,960 +27%
AAS
167
Avantax Advisory Services
Texas
$16.9M -$2.31M -26,777 -12%
Lido Advisors
168
Lido Advisors
California
$16.8M +$676K +7,838 +4%
SPIA
169
Steward Partners Investment Advisory
New York
$16.7M +$11.1M +128,572 +187%
RA
170
Riversedge Advisors
Delaware
$16.7M +$2.56M +29,710 +18%
HFS
171
Horizon Financial Services
North Carolina
$16.7M +$1.3M +15,078 +8%
NC
172
NinePointTwo Capital
California
$16.6M +$1.53M +17,775 +10%
HI
173
Harbour Investments
Wisconsin
$16.6M +$16.9M +196,006 New
COCM
174
Charter Oak Capital Management
New Hampshire
$16.5M +$1.85M +21,410 +12%
ANTB
175
AMG National Trust Bank
Colorado
$16.3M +$3.8M +44,052 +30%

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.