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Vanguard Total Bond Market

878 hedge funds and large institutions have $29.9B invested in Vanguard Total Bond Market in 2019 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 385 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 51

67% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 230

14% more funds holding

Funds holding: 773878 (+105)

7% more funds holding in top 10

Funds holding in top 10: 124133 (+9)

2% more capital invested

Capital invested by funds: $29.2B → $29.9B (+$718M)

6% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.19M

3.02% less ownership

Funds ownership: 64.49%61.48% (-3%)

Holders
878
Holders Change
+105
Holders Change %
+13.58%
% of All Funds
17.3%
Holding in Top 10
133
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.26%
% of All Funds
2.62%
New
168
Increased
385
Reduced
230
Closed
51
Calls
$1.12M
Puts
$1.19M
Net Calls
-$67K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$3.09M -$235K -2,796 -7%
IFWM
302
Institute for Wealth Management
Colorado
$3.04M -$64.7K -769 -2%
PFT
303
Providence First Trust
Arizona
$2.99M +$75.8K +902 +3%
OFW
304
Omnia Family Wealth
Florida
$2.96M
WLIM
305
White Lighthouse Investment Management
Massachusetts
$2.94M +$360K +4,284 +14%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$2.93M -$21.4K -255 -0.7%
APA
307
American Portfolios Advisors
New York
$2.92M +$531K +6,318 +22%
CPA
308
Clear Perspective Advisors
Illinois
$2.91M -$5.02M -59,661 -63%
BCA
309
Bernzott Capital Advisors
California
$2.91M
GAM
310
Gould Asset Management
California
$2.87M -$974K -11,585 -25%
PB
311
Pinnacle Bancorp
Nebraska
$2.86M +$15.5K +184 +0.5%
LWM
312
Lenox Wealth Management
Ohio
$2.84M -$23K -273 -0.8%
FMC
313
First Merchants Corp
Indiana
$2.82M +$38.8K +462 +1%
Prudential Financial
314
Prudential Financial
New Jersey
$2.79M -$695K -8,269 -20%
CAAS
315
Capital Asset Advisory Services
Michigan
$2.79M +$2.76M +32,769 New
SPC
316
Sigma Planning Corp
Michigan
$2.79M +$446K +5,310 +19%
CPIG
317
Chicago Partners Investment Group
Illinois
$2.77M -$29.7K -353 -1%
LFAS
318
Level Four Advisory Services
Texas
$2.74M +$865K +10,294 +46%
FM
319
Foster & Motley
Ohio
$2.72M +$295K +3,506 +12%
CANC
320
Culbertson A N & Co
Virginia
$2.69M +$298K +3,540 +12%
RMC
321
Regis Management Company
California
$2.67M +$11.8K +140 +0.4%
DI
322
DFPG Investments
Utah
$2.67M +$311K +3,698 +13%
WAS
323
Wealth Advisory Solutions
Indiana
$2.56M +$2.57M +30,573 New
LRIA
324
Leonard Rickey Investment Advisors
Washington
$2.55M +$309K +3,670 +14%
AWM
325
Avior Wealth Management
Nebraska
$2.53M -$1.71M -20,398 -40%

BND Hedge Fund Activity: Q4 2019 in Review

878 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2019, worth a combined $29.9B — up 2.5% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new BND positions and 51 closed out — a net gain of 117 holders — while 385 added to existing stakes and 230 trimmed.

The largest buyer was Wells Fargo, adding an estimated $328M. The largest seller was M&T Bank, exiting entirely with an estimated $294M sold.

  • 878 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2019, up from 773 in Q3 2019.
  • Funds reported $29.9B of Vanguard Total Bond Market stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 168 funds opened new Vanguard Total Bond Market positions in Q4 2019 and 51 closed out, a net change of +117 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2019 was Wells Fargo, an estimated $328M added.
  • The largest Vanguard Total Bond Market seller in Q4 2019 was M&T Bank, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2019.