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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
LIG
376
Lokken Investment Group
Delaware
$3.76M +$3.76M +42,684 New
GVAG
377
Great Valley Advisor Group
Delaware
$3.75M +$430K +4,892 +13%
SWM
378
Sanctuary Wealth Management
Idaho
$3.73M +$1.19M +13,567 +47%
HWM
379
Hemington Wealth Management
Virginia
$3.72M +$3.72M +42,231 New
VWA
380
VERITY Wealth Advisors
United States
$3.68M +$15K +171 +0.4%
SL
381
SWMG LLC
Texas
$3.66M +$3.69M +41,950 New
VanEck Associates
382
VanEck Associates
New York
$3.65M +$455K +5,171 +14%
CWM
383
Cahaba Wealth Management
Georgia
$3.57M +$174K +1,979 +5%
ATC
384
Argent Trust Co
Tennessee
$3.52M -$3.61K -41 -0.1%
GBBWRPM
385
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.51M +$310K +3,519 +10%
FWP
386
Falcon Wealth Planning
California
$3.45M +$3.44M +39,112 New
AIS
387
American Investment Services
Massachusetts
$3.44M +$877K +9,969 +34%
CANC
388
Culbertson A N & Co
Virginia
$3.4M +$45.8K +520 +1%
RWA
389
Ropes Wealth Advisors
Massachusetts
$3.4M +$51.7K +588 +2%
IWM
390
IHT Wealth Management
Illinois
$3.38M +$140K +1,594 +4%
WAS
391
Wealth Advisory Solutions
Indiana
$3.33M -$61.5K -699 -2%
NI
392
NYL Investors
New York
$3.33M
CA
393
Continuum Advisory
Idaho
$3.33M +$283K +3,222 +9%
AP
394
Advisors Preferred
Maryland
$3.28M -$884K -10,051 -21%
WCFA
395
Walkner Condon Financial Advisors
Wisconsin
$3.28M +$492K +5,596 +18%
FMC
396
First Merchants Corp
Indiana
$3.25M
OFW
397
Omnia Family Wealth
Florida
$3.22M
CCWA
398
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.19M +$281K +3,196 +10%
CPA
399
Clear Perspective Advisors
Illinois
$3.16M +$363K +4,121 +13%
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
$3.16M +$296K +3,360 +10%

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.