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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
FA
476
FC Advisory
Pennsylvania
$2.03M +$519K +5,900 +34%
AFS
477
Access Financial Services
Minnesota
$2.02M +$77.5K +881 +4%
BCA
478
Biltmore Capital Advisors
New Jersey
$2.01M -$3.58M -40,681 -64%
RIA
479
Realta Investment Advisors
Delaware
$2M +$937K +10,644 +89%
FRA
480
Frank Rimerman Advisors
California
$1.98M +$1.98M +22,506 New
LFAS
481
Level Four Advisory Services
Texas
$1.98M +$204K +2,319 +12%
DBRC
482
D.B. Root & Company
Pennsylvania
$1.97M -$201K -2,280 -9%
WP
483
WealthShield Partners
North Carolina
$1.96M -$32.3K -367 -2%
AIM
484
AMI Investment Management
Indiana
$1.95M +$163K +1,850 +9%
CAL
485
Capital Analysts LLC
Pennsylvania
$1.95M +$225K +2,557 +13%
GWM
486
Geneos Wealth Management
Colorado
$1.94M +$6.62M +75,271 +415%
Luther King Capital Management (LKCM)
487
Luther King Capital Management (LKCM)
Texas
$1.94M
BP
488
Ballentine Partners
Massachusetts
$1.92M +$793K +9,016 +71%
RGC
489
Roberts, Glore & Co
Illinois
$1.92M +$85.7K +974 +5%
Prudential Financial
490
Prudential Financial
New Jersey
$1.91M -$181K -2,053 -9%
FPB
491
First PREMIER Bank
South Dakota
$1.89M +$165K +1,876 +10%
TSS
492
Two Sigma Securities
New York
$1.89M +$1.45M +16,451 +332%
FMP
493
Financial Management Professionals
Texas
$1.88M +$1.53M +17,438 +456%
CW
494
CreativeOne Wealth
Kansas
$1.87M +$1.6M +18,158 +603%
CFS
495
CRA Financial Services
New Jersey
$1.86M +$15.6K +177 +0.8%
NFC
496
Northeast Financial Consultants
Connecticut
$1.85M +$51.2K +582 +3%
BF
497
BOK Financial
Oklahoma
$1.82M +$169K +1,923 +10%
RTS
498
Round Table Services
New Jersey
$1.81M +$157K +1,787 +10%
KPWS
499
Kestra Private Wealth Services
Texas
$1.81M +$1.1M +12,519 +155%
PAG
500
Private Advisory Group
Washington
$1.79M +$175K +1,991 +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.