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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
GBT
351
Grove Bank & Trust
Florida
$4.51M +$976K +11,088 +28%
RWI
352
Red Wave Investments
Pennsylvania
$4.5M +$4.49M +50,989 New
DMBA
353
Deseret Mutual Benefit Administrators
Utah
$4.49M
SIA
354
Soltis Investment Advisors
Utah
$4.49M -$398K -4,528 -8%
MAS
355
Managed Account Services
Florida
$4.48M +$695K +7,900 +18%
WIA
356
Wealthstreet Investment Advisors
Texas
$4.42M +$320K +3,637 +8%
TWP
357
Tower Wealth Partners
Pennsylvania
$4.39M +$4.38M +49,834 New
NEWAS
358
N.E.W. Advisory Services
Wisconsin
$4.36M +$1.27M +14,379 +41%
GAM
359
Gould Asset Management
California
$4.36M +$401K +4,560 +10%
KWM
360
Kingsview Wealth Management
Oregon
$4.22M +$2.01M +22,793 +91%
EWG
361
Executive Wealth Group
Washington
$4.2M -$88 -1 -0%
HPWM
362
High Pines Wealth Management
Massachusetts
$4.04M +$4.03M +45,794 New
DJSG
363
D.J. St. Germain
Massachusetts
$4.02M -$18.9K -215 -0.5%
CAAS
364
Capital Asset Advisory Services
Michigan
$4.01M +$804K +9,135 +25%
TAS
365
TIFF Advisory Services
Pennsylvania
$4.01M +$4M +45,467 New
BWM
366
Baystate Wealth Management
Massachusetts
$4.01M +$1.4M +15,926 +54%
VWA
367
Visionary Wealth Advisors
Illinois
$3.97M +$3.7M +42,105 +1,424%
FPFS
368
First Personal Financial Services
North Carolina
$3.97M +$60.1K +683 +2%
CS
369
Comerica Securities
Michigan
$3.96M +$170K +1,937 +5%
CAPTRUST Financial Advisors
370
CAPTRUST Financial Advisors
North Carolina
$3.96M +$866K +9,845 +28%
PFT
371
Providence First Trust
Arizona
$3.95M +$312K +3,550 +9%
AFS
372
Annapolis Financial Services
Maryland
$3.9M +$3.9M +44,275 New
PWW
373
Pettyjohn Wood & White
Virginia
$3.85M +$3.63M +41,234 +1,725%
SC
374
Scotia Capital
Ontario, Canada
$3.78M +$317K +3,600 +9%
PP
375
Prudential plc
United Kingdom
$3.77M +$563K +6,400 +18%

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.