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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
NB
201
Nicolet Bankshares
Wisconsin
$13.3M +$453K +5,249 +3%
SIA
202
Sovereign Investment Advisors
Arizona
$12.8M +$33.6K +390 +0.3%
TPCW
203
TD Private Client Wealth
New York
$12.8M +$2.35M +27,196 +22%
FAIM
204
Financial Advocates Investment Management
Washington
$12.8M +$2.92M +33,810 +29%
WFA
205
Wellspring Financial Advisors
Ohio
$12.7M +$3.36M +38,921 +35%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$12.6M +$12.4M +143,901 +2,915%
BFA
207
Beaumont Financial Advisors
Massachusetts
$12.6M +$918K +10,640 +8%
CL
208
Choreo LLC
Illinois
$12.6M -$1.65M -19,178 -11%
QA
209
Quantitative Advantage
Minnesota
$12.3M -$2.29M -26,510 -15%
AC
210
Alley Company
Illinois
$12.1M +$492K +5,702 +4%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$12M +$495K +5,743 +4%
MFA
212
Mayflower Financial Advisors
Massachusetts
$11.8M +$643K +7,455 +6%
OL
213
Optas LLC
Texas
$11.8M +$4.77M +55,307 +66%
NA
214
NewEdge Advisors
Louisiana
$11.8M +$1.3M +15,114 +12%
BWFA
215
Baltimore-Washington Financial Advisors
Maryland
$11.8M +$1.21M +14,002 +11%
CFA
216
Cahill Financial Advisors
Minnesota
$11.6M -$207K -2,405 -2%
WANY
217
Wealthspire Advisors (New York)
New York
$11.5M +$145K +1,680 +1%
DADC
218
D.A. Davidson & Co
Montana
$11.4M +$2.74M +31,740 +31%
CFP
219
Curran Financial Partners
South Carolina
$11.4M +$5.41M +62,677 +88%
DMC
220
Drexel Morgan & Co
Pennsylvania
$11.3M +$2.81M +32,528 +32%
MWP
221
Moller Wealth Partners
$11.2M +$2.53M +29,357 +29%
WFA
222
Websterrogers Financial Advisors
South Carolina
$11M +$1.22M +14,146 +12%
NNP
223
Nachman Norwood & Parrott
South Carolina
$11M +$2.86M +33,172 +34%
BHWA
224
Beacon Harbor Wealth Advisors
Virginia
$10.5M +$661K +7,662 +7%
MG
225
McCutchen Group
Washington
$10.4M +$192K +2,221 +2%

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.