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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
IA
426
IFG Advisory
Georgia
$2.72M +$1.45M +16,437 +114%
LWM
427
Laidlaw Wealth Management
New York
$2.72M +$2.45M +27,852 +922%
FPW
428
Flagship Private Wealth
Massachusetts
$2.69M +$2.71M +30,746 New
MFW
429
Mosaic Family Wealth
Missouri
$2.69M +$140K +1,586 +5%
IFG
430
Independent Financial Group
California
$2.67M +$470K +5,339 +21%
BAM
431
Belpointe Asset Management
Nevada
$2.67M -$15.5K -176 -0.6%
CCA
432
Cobblestone Capital Advisors
New York
$2.65M +$28.1K +319 +1%
KFGK
433
Keystone Financial Group (Kentucky)
Kentucky
$2.64M +$99.9K +1,135 +4%
SEM
434
Strategic Equity Management
Arizona
$2.63M +$2.62M +29,823 New
FIM
435
Freedom Investment Management
Connecticut
$2.58M -$31.1M -353,137 -92%
FIG
436
FundX Investment Group
California
$2.58M -$1.49M -16,895 -37%
VWA
437
V Wealth Advisors
Kansas
$2.57M +$2.56M +29,128 New
UIA
438
UBP Investment Advisors
Switzerland
$2.56M +$2.56M +29,050 New
PCMC
439
Paragon Capital Management (Colorado)
Colorado
$2.56M +$1.22M +13,877 +92%
AIC
440
Ameritas Investment Company
Nebraska
$2.51M +$1.11M +12,653 +80%
ACM
441
Azimuth Capital Management
Michigan
$2.51M +$2.5M +28,411 New
CFIA
442
Cantor Fitzgerald Investment Advisors
New York
$2.48M +$350K +3,975 +16%
Mariner
443
Mariner
Kansas
$2.48M -$111K -1,265 -4%
GIA
444
Gladstone Institutional Advisory
Florida
$2.47M +$307K +3,489 +14%
LA
445
Latitude Advisors
Florida
$2.45M +$2.44M +27,768 New
RIG
446
Ramiah Investment Group
Wisconsin
$2.45M +$113K +1,283 +5%
MECA
447
Miller Equity Capital Advisors
Texas
$2.43M +$238K +2,710 +11%
PPA
448
Parametric Portfolio Associates
Washington
$2.42M +$460K +5,230 +24%
SFA
449
Sequoia Financial Advisors
Ohio
$2.41M +$291K +3,303 +14%
CG
450
Colony Group
Massachusetts
$2.4M -$298K -3,391 -11%

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.