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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
S
401
Surevest
California
$1.6M +$1.61M +19,094 New
BCWM
402
Bartlett & Co Wealth Management
Ohio
$1.6M -$16.8K -200 -1%
PFG
403
PAX Financial Group
Texas
$1.58M +$1.56M +18,524 New
WB
404
Webster Bank
Connecticut
$1.56M -$63.6K -757 -4%
GBT
405
Grove Bank & Trust
Florida
$1.54M -$193K -2,295 -11%
RW
406
REDW Wealth
New Mexico
$1.54M +$73K +868 +5%
RJT
407
Raymond James Trust
Florida
$1.54M -$117K -1,394 -7%
FHA
408
First Horizon Advisors
Tennessee
$1.54M +$63.4K +754 +4%
FPB
409
First PREMIER Bank
South Dakota
$1.53M +$1.53M +18,220 New
NSB
410
Norway Savings Bank
Maine
$1.53M -$124K -1,475 -7%
LFG
411
LifePlan Financial Group
Ohio
$1.53M +$142K +1,694 +10%
Lazard Asset Management
412
Lazard Asset Management
New York
$1.5M
VWA
413
V Wealth Advisors
Kansas
$1.49M
SG
414
StoneX Group
New York
$1.48M +$874K +10,401 +143%
FA
415
FC Advisory
Pennsylvania
$1.47M +$5.97K +71 +0.4%
AFS
416
Access Financial Services
Minnesota
$1.47M
SIAP
417
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.46M
MFW
418
Mosaic Family Wealth
Missouri
$1.45M -$129K -1,537 -8%
EE
419
EWG Elevate
California
$1.43M +$1.43M +16,993 New
PGFC
420
Peapack-Gladstone Financial Corp
New Jersey
$1.42M
TSW
421
Thompson Siegel & Walmsley
Virginia
$1.42M
MW
422
Marcum Wealth
Ohio
$1.41M +$1.41M +16,753 New
RWM
423
Ritholtz Wealth Management
New York
$1.39M -$81.5K -969 -6%
RFA
424
Reilly Financial Advisors
California
$1.38M +$83.2K +990 +6%
AP
425
Advisors Preferred
Maryland
$1.38M +$341K +4,052 +33%

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.