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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
CFG
501
Cooper Financial Group
California
$1.78M +$1.78M +20,179 New
DAS
502
Dynamic Advisor Solutions
Arizona
$1.74M -$125K -1,420 -7%
ACM
503
AlphaStar Capital Management
North Carolina
$1.73M +$114K +1,292 +7%
CMBA
504
C.M. Bidwell & Associates
Hawaii
$1.73M +$821K +9,332 +91%
SIAP
505
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.72M -$10.3K -117 -0.6%
CIA
506
Choate Investment Advisors
Massachusetts
$1.69M -$199K -2,261 -11%
BCM
507
Brookstone Capital Management
Illinois
$1.69M +$171K +1,939 +11%
KWP
508
Keystone Wealth Partners
Arizona
$1.69M +$1.68M +19,144 New
WCWM
509
Wooster Corthell Wealth Management
Connecticut
$1.68M -$1.83M -20,818 -52%
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
$1.66M +$501K +5,699 +43%
BI
511
Berkeley Inc
Idaho
$1.66M +$1.66M +18,815 New
Fisher Asset Management
512
Fisher Asset Management
Washington
$1.64M +$1.21M +13,772 +288%
EWA
513
Exencial Wealth Advisors
Oklahoma
$1.63M +$274K +3,117 +20%
AA
514
Argent Advisors
Louisiana
$1.63M +$241K +2,744 +17%
WT
515
Whittier Trust
California
$1.62M -$74.1K -842 -4%
FNBOO
516
First National Bank of Omaha
Nebraska
$1.62M +$49K +557 +3%
MCC
517
Money Concepts Capital
Florida
$1.62M +$1.61M +18,351 New
AIA
518
Arbor Investment Advisors
North Carolina
$1.62M +$109K +1,235 +7%
BL
519
Balentine LLC
Georgia
$1.61M +$454K +5,155 +39%
WB
520
Webster Bank
Connecticut
$1.61M +$7.04K +80 +0.4%
ODG
521
O'Dell Group
Ohio
$1.6M -$250K -2,838 -14%
Lazard Asset Management
522
Lazard Asset Management
New York
$1.6M
WPIC
523
White Pine Investment Company
Michigan
$1.6M -$1.31M -14,832 -45%
HIC
524
Holderness Investments Company
North Carolina
$1.59M -$1.07M -12,115 -40%
SRC
525
Sage Rhino Capital
California
$1.58M +$55.7K +633 +4%

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.