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Vanguard Total Bond Market

1,095 hedge funds and large institutions have $45.3B invested in Vanguard Total Bond Market in 2021 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 506 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: 506 | Existing positions reduced: 362

12% more capital invested

Capital invested by funds: $40.3B → $45.3B (+$5B)

2% more funds holding

Funds holding: 1,0741,095 (+21)

1% more ownership

Funds ownership: 56.58%57.58% (+1%)

5% less funds holding in top 10

Funds holding in top 10: 176168 (-8)

Holders
1,095
Holders Change
+21
Holders Change %
+1.96%
% of All Funds
19.06%
Holding in Top 10
168
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.55%
% of All Funds
2.92%
New
102
Increased
506
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
Morgan Stanley
1
Morgan Stanley
New York
$3.65B +$1.49B +17,456,799 +70%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.63B +$730M +8,557,277 +25%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.45B +$135M +1,586,400 +4%
Creative Planning
4
Creative Planning
Kansas
$2.97B +$868M +10,181,640 +42%
LPL Financial
5
LPL Financial
California
$2.51B +$513M +6,019,104 +26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.75B +$162M +1,898,700 +10%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.61B +$726M +8,517,357 +83%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54B -$4.8M -56,324 -0.3%
MFRM
9
Milliman Financial Risk Management
Illinois
$1.43B -$83.3M -977,178 -6%
SEI Investments
10
SEI Investments
Pennsylvania
$1.33B +$180M +2,109,285 +16%
Bank of America
11
Bank of America
North Carolina
$1.3B -$20M -234,301 -2%
Wells Fargo
12
Wells Fargo
California
$1.3B -$92.8M -1,088,537 -7%
BlackRock
13
BlackRock
New York
$1.25B +$33.7M +395,675 +3%
Vanguard Group
14
Vanguard Group
Pennsylvania
$900M +$50.2M +589,008 +6%
QI
15
QS Investors
New York
$817M -$150M -1,763,363 -16%
MIS
16
Morningstar Investment Services
Illinois
$676M +$128M +1,498,416 +23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$615M +$136M +1,589,969 +29%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$523M -$2.7M -31,684 -0.5%
AF
19
Allworth Financial
California
$516M +$27.8M +326,225 +6%
Goldman Sachs
20
Goldman Sachs
New York
$421M +$10.4M +121,480 +3%
RIG
21
RiverFront Investment Group
Virginia
$408M +$354K +4,154 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$387M +$19.3M +225,852 +5%
UBS Group
23
UBS Group
Switzerland
$342M -$27.5M -322,551 -7%
Ameriprise
24
Ameriprise
Minnesota
$335M +$4.6M +53,940 +1%
Truist Financial
25
Truist Financial
North Carolina
$317M -$809K -9,487 -0.3%

BND Hedge Fund Activity: Q2 2021 in Review

1,095 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2021, worth a combined $45.3B — up 12% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new BND positions and 68 closed out — a net gain of 34 holders — while 506 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.

  • 1,095 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2021, up from 1,074 in Q1 2021.
  • Funds reported $45.3B 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.