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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
TA
401
Tiedemann Advisors
New York
$3.15M
CS
402
Capital Square
Tennessee
$3.15M +$3.14M +35,665 New
CIBC World Market
403
CIBC World Market
Ontario, Canada
$3.13M +$2.23M +25,344 +249%
RW
404
REDW Wealth
New Mexico
$3.08M -$70K -796 -2%
NG
405
Northstar Group
New York
$3.07M +$26.5K +301 +0.9%
PB
406
Pinnacle Bancorp
Nebraska
$3.03M +$162K +1,838 +6%
LW
407
Linscomb Wealth
Texas
$3.02M +$429K +4,875 +17%
WS
408
Wedbush Securities
California
$3.02M +$223K +2,535 +8%
JWCA
409
J.W. Cole Advisors
Florida
$3.02M -$2.83M -32,156 -48%
MG
410
Mather Group
Illinois
$3.02M +$1.99M +22,625 +196%
FA
411
Fagan Associates
New York
$3M +$224K +2,550 +8%
Fidelity International
412
Fidelity International
Bermuda
$2.98M +$384K +4,361 +15%
JFG
413
JMG Financial Group
Illinois
$2.97M -$763K -8,668 -20%
DY
414
Dowling & Yahnke
California
$2.95M +$200K +2,278 +7%
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$2.94M +$272K +3,093 +10%
ZF
416
Zhang Financial
Michigan
$2.88M +$157K +1,779 +6%
SFG
417
StrategIQ Financial Group
Indiana
$2.87M -$259K -2,949 -8%
AFA
418
AllGen Financial Advisors
Florida
$2.83M +$2.82M +32,055 New
CA
419
Calton & Associates
Florida
$2.81M +$156K +1,778 +6%
MA
420
Mutual Advisors
Nebraska
$2.8M +$37K +420 +1%
FIA
421
Foundations Investment Advisors
Arizona
$2.77M +$1.16M +13,159 +71%
RPG
422
Resource Planning Group
Georgia
$2.76M -$307K -3,489 -10%
NSIM
423
North Star Investment Management
Illinois
$2.75M +$38.8K +441 +1%
RMC
424
Regis Management Company
California
$2.73M
CP
425
Capital Planning
Washington
$2.73M +$2.72M +30,951 New

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.