We are live on ! Find out more
BND icon

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
GEM
26
Global Endowment Management
North Carolina
$187M +$10.9M +129,932 +6%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$184M +$4.9M +58,300 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$174M +$8.31M +98,810 +5%
RJA
29
Raymond James & Associates
Florida
$171M -$613K -7,292 -0.4%
SBSB
30
Sullivan, Bruyette, Speros & Blaney
Virginia
$169M +$1.65M +19,578 +1%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$167M +$8.43M +100,256 +5%
CSIA
32
Charles Schwab Investment Advisory
California
$166M -$73.8M -877,699 -31%
AssetMark Inc
33
AssetMark Inc
California
$147M -$752K -8,949 -0.5%
DDSF
34
Diana Davis Spencer Foundation
Maryland
$135M
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$134M +$14.8M +175,888 +12%
CIAS
36
CBIZ Investment Advisory Services
Ohio
$131M
Truist Financial
37
Truist Financial
North Carolina
$129M +$129M +1,529,832 +55,732%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$126M -$12.5M -148,532 -9%
AG
39
Advisor Group
Arizona
$124M -$1.29M -15,393 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$120M +$8.7M +103,499 +8%
VFA
41
Voya Financial Advisors
Connecticut
$106M +$6.7M +79,674 +7%
AA
42
ALPS Advisors
Colorado
$105M +$1.35M +15,998 +1%
HH
43
Hernani Holdings
Wyoming
$104M +$104M +1,240,000 New
TC
44
Toews Corporation
New Jersey
$103M -$2.22M -26,460 -2%
APCM
45
Alaska Permanent Capital Management
Alaska
$102M +$7.72M +91,834 +8%
CFA
46
Capstone Financial Advisors
Illinois
$92.8M +$6.43M +76,538 +7%
AIM
47
Acropolis Investment Management
Missouri
$87.4M +$747K +8,889 +0.9%
Deutsche Bank
48
Deutsche Bank
Germany
$86.8M -$1.68M -20,022 -2%
JP Morgan Chase
49
JP Morgan Chase
New York
$72.4M -$6.14M -73,024 -8%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$68.5M +$2.08M +24,698 +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.