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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
SPIA
201
Steward Partners Investment Advisory
New York
$14.7M -$322K -3,734 -2%
LIM
202
Leavell Investment Management
Alabama
$14.7M -$1.17M -13,542 -7%
LFAS
203
Level Four Advisory Services
Texas
$14.2M +$12.6M +146,186 +744%
CAN
204
Cetera Advisor Networks
California
$14.1M +$1.82M +21,097 +15%
NB
205
Nicolet Bankshares
Wisconsin
$13.8M +$419K +4,853 +3%
Mitsubishi UFJ Trust & Banking
206
Mitsubishi UFJ Trust & Banking
Japan
$13.8M +$13.9M +161,270 New
OFG
207
OTA Financial Group
New York
$13.6M +$8.32M +96,385 +153%
NA
208
NewEdge Advisors
Louisiana
$13.6M +$398K +4,614 +3%
WSTAM
209
Wilbanks Smith & Thomas Asset Management
Virginia
$13.5M -$196K -2,275 -1%
LFA
210
Landmark Financial Advisors
Kentucky
$13.4M +$520K +6,018 +4%
MFA
211
Mayflower Financial Advisors
Massachusetts
$13.3M +$655K +7,587 +5%
SIA
212
Sovereign Investment Advisors
Arizona
$13.1M +$51K +591 +0.4%
AC
213
Alley Company
Illinois
$12.9M +$8.81K +102 +0.1%
MIA
214
MainStreet Investment Advisors
Illinois
$12.7M -$2.98M -34,535 -19%
CFA
215
Cahill Financial Advisors
Minnesota
$12.6M +$460K +5,333 +4%
DADC
216
D.A. Davidson & Co
Montana
$12.6M +$400K +4,638 +3%
WS
217
Wedbush Securities
California
$12.5M +$10.3M +118,947 +440%
FAIM
218
Financial Advocates Investment Management
Washington
$12.4M -$222K -2,566 -2%
FTA
219
Financial & Tax Architects
Missouri
$12.3M +$12.4M +144,079 New
HTC
220
Haverford Trust Company
Pennsylvania
$12.3M +$7.32M +84,797 +144%
HB
221
Homrich & Berg
Georgia
$12.2M +$11.1M +128,542 +870%
FHA
222
Flagship Harbor Advisors
Massachusetts
$12M
XF
223
XML Financial
Maryland
$11.9M +$1.62M +18,754 +16%
BWFA
224
Baltimore-Washington Financial Advisors
Maryland
$11.7M -$22.8K -264 -0.2%
MWP
225
Moller Wealth Partners
$11.7M -$47.3K -548 -0.4%

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.