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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
TI
351
tru Independence
Oregon
$3.25M +$3.27M +36,850 New
FMC
352
First Merchants Corp
Indiana
$3.25M
IWM
353
IHT Wealth Management
Illinois
$3.23M +$270K +3,044 +9%
OFW
354
Omnia Family Wealth
Florida
$3.22M
CAAS
355
Capital Asset Advisory Services
Michigan
$3.21M +$546K +6,156 +20%
PP
356
Prudential plc
United Kingdom
$3.21M +$621K +7,000 +24%
GBBWRPM
357
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.21M +$818K +9,228 +34%
VanEck Associates
358
VanEck Associates
New York
$3.2M -$9.47M -106,777 -75%
RW
359
REDW Wealth
New Mexico
$3.16M +$328K +3,694 +12%
TA
360
Tiedemann Advisors
New York
$3.15M -$471K -5,312 -13%
SFG
361
StrategIQ Financial Group
Indiana
$3.13M -$326K -3,674 -9%
NEWAS
362
N.E.W. Advisory Services
Wisconsin
$3.1M +$661K +7,450 +27%
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$3.09M -$3.98M -44,921 -56%
SSG
364
Summit Securities Group
New York
$3.09M +$443K +5,000 +17%
RPG
365
Resource Planning Group
Georgia
$3.07M -$298K -3,366 -9%
NG
366
Northstar Group
New York
$3.04M +$138K +1,551 +5%
CA
367
Continuum Advisory
Idaho
$3.04M +$145K +1,632 +5%
IAIM
368
International Assets Investment Management
Florida
$2.93M -$675K -7,616 -19%
CCWA
369
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.91M -$19.8M -223,072 -87%
WPIC
370
White Pine Investment Company
Michigan
$2.9M +$73.6K +830 +3%
PB
371
Pinnacle Bancorp
Nebraska
$2.87M -$93.1K -1,050 -3%
Mercer Global Advisors
372
Mercer Global Advisors
Colorado
$2.86M -$237K -2,669 -8%
WS
373
Wedbush Securities
California
$2.79M +$246K +2,779 +10%
SQA
374
Simon Quick Advisors
New Jersey
$2.79M +$53.8K +607 +2%
WCFA
375
Walkner Condon Financial Advisors
Wisconsin
$2.79M +$2.43M +27,369 +648%

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.