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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
HAFS
426
Hapanowicz & Associates Financial Services
Pennsylvania
$1.37M +$1.37M +16,331 New
EWA
427
Exencial Wealth Advisors
Oklahoma
$1.37M +$1.05M +12,432 +322%
TL
428
TrueWealth LLC
Georgia
$1.35M -$54.1K -644 -4%
NCM
429
Northwest Capital Management
Oregon
$1.35M +$3.62K +43 +0.3%
PAS
430
Partnervest Advisory Services
California
$1.34M -$305K -3,633 -19%
CT
431
Caldwell Trust
Florida
$1.34M +$1.34M +15,935 New
BWFA
432
Baltimore-Washington Financial Advisors
Maryland
$1.32M +$669K +7,957 +102%
AFP
433
Ausdal Financial Partners
Iowa
$1.29M +$202K +2,398 +19%
Qube Research & Technologies (QRT)
434
Qube Research & Technologies (QRT)
United Kingdom
$1.29M +$1.3M +15,415 New
PFGIA
435
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M +$362K +4,309 +39%
DI
436
DAGCO Inc
Ohio
$1.29M +$1.29M +15,350 New
KFGK
437
Keystone Financial Group (Kentucky)
Kentucky
$1.28M +$210K +2,501 +20%
CAMG
438
CWA Asset Management Group
Florida
$1.27M -$123K -1,460 -9%
AAM
439
Autus Asset Management
Arizona
$1.26M
HCM
440
Howard Capital Management
Georgia
$1.26M +$560K +6,663 +70%
I
441
IberiaBank
Louisiana
$1.24M -$41.3K -491 -3%
GFPC
442
Global Financial Private Capital
Florida
$1.23M -$20.3K -242 -2%
BF
443
BOK Financial
Oklahoma
$1.22M +$153K +1,818 +14%
CCM
444
Coe Capital Management
Illinois
$1.22M -$191K -2,275 -14%
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$1.21M +$94.8K +1,128 +9%
IFG
446
Investors Financial Group
Minnesota
$1.2M +$1.21M +14,360 New
CT
447
Coastline Trust
Rhode Island
$1.2M +$37.4K +445 +3%
TWP
448
Total Wealth Planning
Ohio
$1.2M +$17.7K +211 +1%
SRC
449
Sage Rhino Capital
California
$1.2M -$31.3K -372 -3%
DA
450
Doliver Advisors
Texas
$1.19M +$32.5K +387 +3%

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.