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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
LNC
26
Lincoln National Corp
Pennsylvania
$335M +$17.1M +194,513 +5%
Osaic Holdings
27
Osaic Holdings
Arizona
$333M +$28.8M +327,029 +9%
State Street
28
State Street
Massachusetts
$304M +$14.3M +163,085 +5%
Truist Financial
29
Truist Financial
North Carolina
$281M +$18.4M +208,757 +7%
Citigroup
30
Citigroup
New York
$247M -$5.8M -65,963 -2%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$227M +$16.8M +190,490 +8%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$222M +$9.41M +106,889 +4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$208M +$15.8M +179,428 +8%
AssetMark Inc
34
AssetMark Inc
California
$177M +$22M +249,752 +14%
RJA
35
Raymond James & Associates
Florida
$172M +$10.4M +118,616 +6%
TC
36
Toews Corporation
New Jersey
$171M +$170M +1,935,463 New
LMIM
37
Lockheed Martin Investment Management
Maryland
$170M +$170M +1,930,000 New
GEM
38
Global Endowment Management
North Carolina
$165M +$11.5M +131,260 +8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$156M -$55M -624,661 -26%
Betterment LLC
40
Betterment LLC
New York
$153M -$6.15M -69,885 -4%
CIAS
41
CBIZ Investment Advisory Services
Ohio
$146M
Charles Schwab
42
Charles Schwab
California
$145M +$1.07M +12,214 +0.7%
DDSF
43
Diana Davis Spencer Foundation
Maryland
$142M
Jane Street
44
Jane Street
New York
$126M -$185M -2,101,949 -59%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$119M +$5.99M +68,094 +5%
APCM
46
Alaska Permanent Capital Management
Alaska
$118M +$1.85M +21,067 +2%
VFA
47
Voya Financial Advisors
Connecticut
$118M +$8.01M +91,072 +7%
CFA
48
Capstone Financial Advisors
Illinois
$114M +$6.42M +72,953 +6%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$112M +$112M +1,275,000 New
HH
50
Hernani Holdings
Wyoming
$109M

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.