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Vanguard Total Bond Market

1,110 hedge funds and large institutions have $46.4B invested in Vanguard Total Bond Market in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 537 increasing their positions, 340 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $8.53M | Put options by funds: $3.37M

58% more repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 340

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

1% more funds holding

Funds holding: 1,0961,110 (+14)

2% more capital invested

Capital invested by funds: $45.4B → $46.4B (+$997M)

1% less funds holding in top 10

Funds holding in top 10: 169168 (-1)

1.32% less ownership

Funds ownership: 57.71%56.39% (-1.3%)

Holders
1,110
Holders Change
+14
Holders Change %
+1.28%
% of All Funds
19.43%
Holding in Top 10
168
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.59%
% of All Funds
2.94%
New
97
Increased
537
Reduced
340
Closed
62
Calls
$8.53M
Puts
$3.37M
Net Calls
+$5.16M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
176
Charter Oak Capital Management
New Hampshire
$18.3M +$480K +5,562 +3%
GRP
177
Global Retirement Partners
California
$17.8M +$1.79M +20,700 +11%
BFA
178
Brown Financial Advisory
Alabama
$17.4M +$1.05M +12,211 +6%
SIM
179
Stratos Investment Management
Ohio
$17.2M +$6.41M +74,307 +59%
EC
180
Estate Counselors
Wisconsin
$16.9M -$7.85M -90,900 -32%
NOI
181
Newton One Investments
Delaware
$16.9M +$1.41M +16,380 +9%
PBF
182
Petix & Botte Financial
California
$16.9M +$9.05M +104,869 +113%
S
183
Surevest
California
$16.8M +$635K +7,355 +4%
TA
184
Trellis Advisors
Washington
$16.4M +$586K +6,789 +4%
BWA
185
BDO Wealth Advisors
Florida
$16.3M +$567K +6,569 +4%
TPCW
186
TD Private Client Wealth
New York
$16.2M +$1.51M +17,434 +10%
MWM
187
McNaughton Wealth Management
California
$16.1M +$634K +7,340 +4%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$16M +$6.58M +76,204 +69%
Lido Advisors
189
Lido Advisors
California
$16M -$138K -1,595 -0.8%
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
$15.7M -$98.2K -1,138 -0.6%
FWA
191
FOCUS Wealth Advisors
Texas
$15.7M +$695K +8,056 +5%
BFEC
192
Benjamin F. Edwards & Company
Missouri
$15.5M +$38.9K +451 +0.2%
IWC
193
Integrated Wealth Concepts
Massachusetts
$15.5M +$367K +4,247 +2%
RC
194
Roundview Capital
New Jersey
$15.4M +$452K +5,234 +3%
AAM
195
Ameraudi Asset Management
New York
$15.2M +$226K +2,619 +1%
EWM
196
Executive Wealth Management
Michigan
$15.2M +$1.16M +13,450 +8%
Natixis Advisors
197
Natixis Advisors
Massachusetts
$15.1M -$1.58M -18,281 -9%
BOH
198
Bank of Hawaii
Hawaii
$15M +$890K +10,306 +6%
RWA
199
River Wealth Advisors
Pennsylvania
$14.9M +$48.3K +559 +0.3%
WFA
200
Websterrogers Financial Advisors
South Carolina
$14.9M +$2.14M +24,765 +17%

BND Hedge Fund Activity: Q3 2021 in Review

1,110 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2021, worth a combined $46.4B — up 2.2% from $45.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BND positions and 62 closed out — a net gain of 35 holders — while 537 added to existing stakes and 340 trimmed.

The largest buyer was Franklin Resources, adding an estimated $934M. The largest seller was Bank of America, cutting an estimated $558M.

  • 1,110 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2021, up from 1,096 in Q2 2021.
  • Funds reported $46.4B of Vanguard Total Bond Market stock for Q3 2021, up 2.2% quarter-over-quarter.
  • 97 funds opened new Vanguard Total Bond Market positions in Q3 2021 and 62 closed out, a net change of +35 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2021 was Franklin Resources, an estimated $934M added.
  • The largest Vanguard Total Bond Market seller in Q3 2021 was Bank of America, an estimated $558M sold.

Based on aggregated 13F filings for Q3 2021.