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Vanguard Total Bond Market

959 hedge funds and large institutions have $36.8B invested in Vanguard Total Bond Market in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 544 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $3.38M

146% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 221

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

10% more funds holding in top 10

Funds holding in top 10: 154169 (+15)

8% more capital invested

Capital invested by funds: $34.2B → $36.8B (+$2.67B)

3% more funds holding

Funds holding: 928959 (+31)

2.23% less ownership

Funds ownership: 60.96%58.74% (-2.2%)

Holders
959
Holders Change
+31
Holders Change %
+3.34%
% of All Funds
19.35%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
3.41%
New
91
Increased
544
Reduced
221
Closed
48
Calls
$11.5M
Puts
$3.38M
Net Calls
+$8.15M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
451
Marcum Wealth
Ohio
$1.78M -$70.1K -791 -4%
LFAS
452
Level Four Advisory Services
Texas
$1.78M -$786K -8,862 -31%
AF
453
Affiance Financial
Minnesota
$1.76M +$133K +1,499 +8%
SIAP
454
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.73M +$103K +1,167 +6%
RFA
455
Reilly Financial Advisors
California
$1.73M +$251K +2,836 +17%
SCM
456
Smith Capital Management
Arkansas
$1.73M +$24.8K +280 +1%
FPB
457
First PREMIER Bank
South Dakota
$1.73M +$181K +2,044 +12%
CAL
458
Capital Analysts LLC
Pennsylvania
$1.72M +$1.73M +19,483 +38,202%
MFWM
459
Motley Fool Wealth Management
Virginia
$1.69M -$53.7K -606 -3%
WT
460
Whittier Trust
California
$1.69M -$45.4K -512 -3%
EF
461
Empirical Finance
Pennsylvania
$1.67M -$22.3K -251 -1%
CPIG
462
Chicago Partners Investment Group
Illinois
$1.67M -$539K -6,074 -24%
RTS
463
Round Table Services
New Jersey
$1.66M +$945K +10,657 +131%
BF
464
BOK Financial
Oklahoma
$1.65M -$16.9K -191 -1%
VRM
465
Vectors Research Management
New York
$1.64M +$811K +9,142 +108%
FIA
466
Foundations Investment Advisors
Arizona
$1.64M +$92.6K +1,044 +6%
ACM
467
AlphaStar Capital Management
North Carolina
$1.63M -$2.22K -25 -0.1%
PAG
468
Private Advisory Group
Washington
$1.62M +$92K +1,038 +6%
PGFC
469
Peapack-Gladstone Financial Corp
New Jersey
$1.61M
Lazard Asset Management
470
Lazard Asset Management
New York
$1.6M
WB
471
Webster Bank
Connecticut
$1.6M +$15.4K +174 +1%
GWM
472
Geneos Wealth Management
Colorado
$1.6M +$28.9K +326 +2%
RJT
473
Raymond James Trust
Florida
$1.59M +$63.5K +716 +4%
Luther King Capital Management (LKCM)
474
Luther King Capital Management (LKCM)
Texas
$1.59M
FNBOO
475
First National Bank of Omaha
Nebraska
$1.57M +$11.5K +130 +0.7%

BND Hedge Fund Activity: Q3 2020 in Review

959 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2020, worth a combined $36.8B — up 7.8% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BND positions and 48 closed out — a net gain of 43 holders — while 544 added to existing stakes and 221 trimmed.

The largest buyer was Creative Planning, adding an estimated $513M. The largest seller was Wells Fargo, cutting an estimated $362M.

  • 959 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2020, up from 928 in Q2 2020.
  • Funds reported $36.8B of Vanguard Total Bond Market stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Total Bond Market positions in Q3 2020 and 48 closed out, a net change of +43 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2020 was Creative Planning, an estimated $513M added.
  • The largest Vanguard Total Bond Market seller in Q3 2020 was Wells Fargo, an estimated $362M sold.

Based on aggregated 13F filings for Q3 2020.