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Vanguard Total Bond Market

959 hedge funds and large institutions have $36.8B invested in Vanguard Total Bond Market in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 544 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $3.38M

146% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 221

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

10% more funds holding in top 10

Funds holding in top 10: 154169 (+15)

8% more capital invested

Capital invested by funds: $34.2B → $36.8B (+$2.67B)

3% more funds holding

Funds holding: 928959 (+31)

2.23% less ownership

Funds ownership: 60.96%58.74% (-2.2%)

Holders
959
Holders Change
+31
Holders Change %
+3.34%
% of All Funds
19.35%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
3.41%
New
91
Increased
544
Reduced
221
Closed
48
Calls
$11.5M
Puts
$3.38M
Net Calls
+$8.15M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
326
Foster & Motley
Ohio
$4.05M +$632K +7,133 +18%
DJSG
327
D.J. St. Germain
Massachusetts
$4.04M +$147K +1,654 +4%
GAM
328
Gould Asset Management
California
$3.96M +$1.78M +20,040 +81%
FPFS
329
First Personal Financial Services
North Carolina
$3.91M -$64.1K -723 -2%
MAS
330
Managed Account Services
Florida
$3.8M +$2.71M +30,620 +240%
CS
331
Comerica Securities
Michigan
$3.79M +$515K +5,810 +16%
JFG
332
JMG Financial Group
Illinois
$3.73M +$108K +1,218 +3%
VWA
333
VERITY Wealth Advisors
United States
$3.67M +$336K +3,787 +10%
VAM
334
Verity Asset Management
North Carolina
$3.65M +$3.67M +41,410 New
NRI
335
NFP Retirement Inc
California
$3.65M +$3.67M +41,358 New
PFT
336
Providence First Trust
Arizona
$3.64M +$286K +3,221 +8%
Deutsche Bank
337
Deutsche Bank
Germany
$3.61M -$3.13M -35,357 -46%
GBT
338
Grove Bank & Trust
Florida
$3.53M +$833K +9,396 +31%
ATC
339
Argent Trust Co
Tennessee
$3.53M
JWA
340
JFS Wealth Advisors
Pennsylvania
$3.52M +$971K +10,955 +38%
WCWM
341
Wooster Corthell Wealth Management
Connecticut
$3.52M -$6.03K -68 -0.2%
SC
342
Scotia Capital
Ontario, Canada
$3.46M +$1.17M +13,242 +51%
CWM
343
Cahaba Wealth Management
Georgia
$3.43M -$64.9K -732 -2%
WAS
344
Wealth Advisory Solutions
Indiana
$3.39M +$39.2K +442 +1%
CANC
345
Culbertson A N & Co
Virginia
$3.36M +$398K +4,490 +13%
RWA
346
Ropes Wealth Advisors
Massachusetts
$3.35M +$12K +135 +0.4%
NI
347
NYL Investors
New York
$3.33M -$106K -1,200 -3%
GVAG
348
Great Valley Advisor Group
Delaware
$3.32M +$661K +7,457 +25%
DWM
349
Darwin Wealth Management
Florida
$3.31M -$1.27M -14,269 -28%
MIAN
350
Mariner Independent Advisor Network
Kansas
$3.28M +$405K +4,563 +14%

BND Hedge Fund Activity: Q3 2020 in Review

959 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2020, worth a combined $36.8B — up 7.8% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BND positions and 48 closed out — a net gain of 43 holders — while 544 added to existing stakes and 221 trimmed.

The largest buyer was Creative Planning, adding an estimated $513M. The largest seller was Wells Fargo, cutting an estimated $362M.

  • 959 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2020, up from 928 in Q2 2020.
  • Funds reported $36.8B of Vanguard Total Bond Market stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Total Bond Market positions in Q3 2020 and 48 closed out, a net change of +43 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2020 was Creative Planning, an estimated $513M added.
  • The largest Vanguard Total Bond Market seller in Q3 2020 was Wells Fargo, an estimated $362M sold.

Based on aggregated 13F filings for Q3 2020.