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Vanguard Total Bond Market

928 hedge funds and large institutions have $34.2B invested in Vanguard Total Bond Market in 2020 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 450 increasing their positions, 253 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 60

78% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 253

55% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $2.13M

12% more capital invested

Capital invested by funds: $30.5B → $34.2B (+$3.62B)

5% more funds holding

Funds holding: 885928 (+43)

0.4% less ownership

Funds ownership: 61.37%60.96% (-0.4%)

3% less funds holding in top 10

Funds holding in top 10: 158154 (-4)

Holders
928
Holders Change
+43
Holders Change %
+4.86%
% of All Funds
19.02%
Holding in Top 10
154
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.53%
% of All Funds
3.16%
New
111
Increased
450
Reduced
253
Closed
60
Calls
$3.31M
Puts
$2.13M
Net Calls
+$1.18M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
501
H&H Retirement Design & Management
Nevada
$1.27M +$51.7K +591 +4%
OIS
502
Okabena Investment Services
Minnesota
$1.26M
CRWM
503
Castle Rock Wealth Management
California
$1.26M +$1.23M +14,073 New
DAS
504
Dynamic Advisor Solutions
Arizona
$1.26M +$362K +4,146 +41%
Luther King Capital Management (LKCM)
505
Luther King Capital Management (LKCM)
Texas
$1.25M
TI
506
Tidal Investments
Wisconsin
$1.25M +$87 +1 +0%
AC
507
Addison Capital
Pennsylvania
$1.24M -$437 -5 -0%
TL
508
TrueWealth LLC
Georgia
$1.24M -$221K -2,525 -15%
KA
509
Kovack Advisors
Florida
$1.24M +$222K +2,541 +22%
DC
510
DeDora Capital
California
$1.24M +$46K +526 +4%
CB
511
Community Bank
New York
$1.22M +$12.5K +143 +1%
Franklin Resources
512
Franklin Resources
California
$1.22M +$406K +4,642 +51%
GFPC
513
Global Financial Private Capital
Florida
$1.2M +$37.2K +425 +3%
WIA
514
World Investment Advisors
California
$1.19M +$262K +2,993 +29%
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$904K +10,346 +341%
AFAS
516
Acorn Financial Advisory Services
Virginia
$1.17M +$681K +7,786 +141%
SNBOSD
517
Security National Bank of So Dak
Iowa
$1.17M +$71.9K +822 +7%
CFS
518
Cannon Financial Strategists
Georgia
$1.16M +$6.82K +78 +0.6%
PFG
519
PAX Financial Group
Texas
$1.16M -$58.5K -669 -5%
SCG
520
Sonata Capital Group
Washington
$1.15M +$43.7K +500 +4%
MFG
521
MidWestOne Financial Group
Iowa
$1.14M -$237K -2,716 -17%
KWMG
522
King Wealth Management Group
Florida
$1.14M
MAS
523
Managed Account Services
Florida
$1.14M +$1.11M +12,750 New
WOSD
524
WFA of San Diego
California
$1.12M +$1.11M +12,672 New
BL
525
Balentine LLC
Georgia
$1.11M +$478K +5,465 +77%

BND Hedge Fund Activity: Q2 2020 in Review

928 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2020, worth a combined $34.2B — up 12% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new BND positions and 60 closed out — a net gain of 51 holders — while 450 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $612M. The largest seller was Citadel Advisors, exiting entirely with an estimated $249M sold.

  • 928 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2020, up from 885 in Q1 2020.
  • Funds reported $34.2B of Vanguard Total Bond Market stock for Q2 2020, up 12% quarter-over-quarter.
  • 111 funds opened new Vanguard Total Bond Market positions in Q2 2020 and 60 closed out, a net change of +51 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2020 was Bank of America, an estimated $612M added.
  • The largest Vanguard Total Bond Market seller in Q2 2020 was Citadel Advisors, an estimated $249M sold.

Based on aggregated 13F filings for Q2 2020.