We are live on ! Find out more
BND icon

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
PWM
501
Paulson Wealth Management
Illinois
$1.38M +$912K +10,290 +194%
FPIS
502
Financial Planning & Information Services
Wisconsin
$1.37M +$91.8K +1,035 +7%
SFP
503
Strategic Financial Planning
Texas
$1.36M -$132K -1,490 -9%
EWA
504
Exencial Wealth Advisors
Oklahoma
$1.36M -$134K -1,517 -9%
LSA
505
Lion Street Advisors
Texas
$1.35M +$898K +10,128 +200%
FSWA
506
Financial Synergies Wealth Advisors
Texas
$1.34M +$1.09M +12,254 +423%
BFA
507
Beacon Financial Advisory
Ohio
$1.33M +$16.7K +188 +1%
WIA
508
World Investment Advisors
California
$1.33M +$150K +1,691 +13%
PCMC
509
Paragon Capital Management (Colorado)
Colorado
$1.33M +$511K +5,762 +62%
AAM
510
Autus Asset Management
Arizona
$1.33M +$3.1K +35 +0.2%
TSW
511
Thompson Siegel & Walmsley
Virginia
$1.33M -$167K -1,884 -11%
ST
512
Sabal Trust
Florida
$1.32M +$1.33M +15,000 New
EIG
513
Ellenbecker Investment Group
Wisconsin
$1.32M +$1.32M +14,929 New
CAW
514
Cornerstone Advisors (Washington)
Washington
$1.31M +$3.99K +45 +0.3%
SF
515
Summit Financial
New Jersey
$1.31M +$521K +5,873 +66%
CFC
516
Coyle Financial Counsel
Illinois
$1.31M +$1.31M +14,815 New
ACS
517
Archford Capital Strategies
Illinois
$1.3M -$7.71K -87 -0.6%
CT
518
Coastline Trust
Rhode Island
$1.29M -$10.2K -115 -0.8%
RWM
519
Ritholtz Wealth Management
New York
$1.28M +$1.08M +12,209 +529%
CRWM
520
Castle Rock Wealth Management
California
$1.28M +$42.7K +482 +3%
IA
521
IFG Advisory
Georgia
$1.27M +$210K +2,372 +20%
FFG
522
Fullen Financial Group
Ohio
$1.27M +$89 +1 +0%
CB
523
Community Bank
New York
$1.27M +$52.4K +591 +4%
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$1.26M +$83K +936 +7%
NSB
525
Norway Savings Bank
Maine
$1.26M -$238K -2,680 -16%

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.