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Vanguard Total Bond Market

1,066 hedge funds and large institutions have $39.2B invested in Vanguard Total Bond Market in 2020 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 526 increasing their positions, 260 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 52

102% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 260

11% more funds holding

Funds holding: 9581,066 (+108)

10% more funds holding in top 10

Funds holding in top 10: 168184 (+16)

7% more capital invested

Capital invested by funds: $36.7B → $39.2B (+$2.5B)

1.35% less ownership

Funds ownership: 58.56%57.21% (-1.4%)

83% less call options, than puts

Call options by funds: $9.13M | Put options by funds: $54.4M

Holders
1,066
Holders Change
+108
Holders Change %
+11.27%
% of All Funds
18.86%
Holding in Top 10
184
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+9.52%
% of All Funds
3.26%
New
179
Increased
526
Reduced
260
Closed
52
Calls
$9.13M
Puts
$54.4M
Net Calls
-$45.3M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$10.1M +$1.69M +19,200 +20%
WFA
227
Websterrogers Financial Advisors
South Carolina
$10.1M +$10.2M +115,904 New
XF
228
XML Financial
Maryland
$9.85M +$419K +4,761 +4%
WFA
229
Wellspring Financial Advisors
Ohio
$9.74M -$2.2M -24,975 -18%
State of Tennessee, Department of Treasury
230
State of Tennessee, Department of Treasury
Tennessee
$9.73M
CAN
231
Cetera Advisor Networks
California
$9.67M +$1.01M +11,525 +12%
CISOA
232
Capital Investment Services of America
Wisconsin
$9.46M -$35.2K -400 -0.4%
AC
233
Abbrea Capital
California
$9.4M -$242K -2,745 -3%
BFPW
234
BOK Financial Private Wealth
Colorado
$9.36M +$1.04M +11,873 +13%
CB
235
Cadence Bank
Mississippi
$9.32M +$1.18M +13,367 +14%
HW
236
Hancock Whitney
Mississippi
$9.24M -$98K -1,114 -1%
ASN
237
Advisory Services Network
Georgia
$9.2M +$474K +5,391 +5%
William Blair & Company
238
William Blair & Company
Illinois
$9.14M -$795K -9,037 -8%
CHAM
239
Clear Harbor Asset Management
Connecticut
$9.09M +$1.92M +21,806 +27%
MWP
240
Moller Wealth Partners
$9.08M +$378K +4,296 +4%
DADC
241
D.A. Davidson & Co
Montana
$9.07M +$591K +6,718 +7%
DMC
242
Drexel Morgan & Co
Pennsylvania
$8.94M +$455K +5,168 +5%
DAM
243
Delta Asset Management
Tennessee
$8.93M +$273K +3,105 +3%
BCI
244
Brinker Capital Investments
Pennsylvania
$8.87M -$5.17M -58,807 -37%
RFC
245
Regions Financial Corp
Alabama
$8.85M -$5.19K -59 -0.1%
BCA
246
Berman Capital Advisors
Georgia
$8.84M -$1.54M -17,483 -15%
AWA
247
Acorn Wealth Advisors
Michigan
$8.81M +$495K +5,628 +6%
NL
248
NWAM LLC
Washington
$8.81M +$558K +6,341 +7%
MA
249
MUFG Americas
New York
$8.8M +$818K +9,296 +10%
LGWM
250
Litman Gregory Wealth Management
California
$8.75M -$2.55M -28,950 -23%

BND Hedge Fund Activity: Q4 2020 in Review

1,066 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2020, worth a combined $39.2B — up 6.8% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new BND positions and 52 closed out — a net gain of 127 holders — while 526 added to existing stakes and 260 trimmed.

The largest buyer was Creative Planning, adding an estimated $478M. The largest seller was Bank of America, cutting an estimated $746M.

  • 1,066 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2020, up from 958 in Q3 2020.
  • Funds reported $39.2B of Vanguard Total Bond Market stock for Q4 2020, up 6.8% quarter-over-quarter.
  • 179 funds opened new Vanguard Total Bond Market positions in Q4 2020 and 52 closed out, a net change of +127 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2020 was Creative Planning, an estimated $478M added.
  • The largest Vanguard Total Bond Market seller in Q4 2020 was Bank of America, an estimated $746M sold.

Based on aggregated 13F filings for Q4 2020.