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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
Franklin Resources
526
Franklin Resources
California
$1.57M +$93K +1,057 +6%
DI
527
DFPG Investments
Utah
$1.57M -$778K -8,845 -33%
EAM
528
Evanson Asset Management
California
$1.56M -$659K -7,484 -30%
BRWA
529
B. Riley Wealth Advisors
Florida
$1.56M -$316K -3,586 -17%
HIM
530
Hanlon Investment Management
New Jersey
$1.54M +$1.3M +14,743 +546%
SSWM
531
Smith Salley Wealth Management
North Carolina
$1.53M +$1.53M +17,371 New
EIG
532
Ellenbecker Investment Group
Wisconsin
$1.52M +$201K +2,285 +15%
LFASL
533
Lugano Financial Advisors SA (LFA)
Switzerland
$1.52M
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$1.51M +$4.22K +48 +0.3%
TI
535
Tidal Investments
Wisconsin
$1.51M +$82.8K +941 +6%
MPW
536
Monterey Private Wealth
California
$1.51M +$8.8K +100 +0.6%
MGI
537
MayTech Global Investments
New York
$1.5M
CFC
538
Coyle Financial Counsel
Illinois
$1.5M +$192K +2,178 +15%
CRWM
539
Castle Rock Wealth Management
California
$1.5M +$225K +2,562 +18%
FHA
540
First Horizon Advisors
Tennessee
$1.48M +$23.3K +265 +2%
SB
541
Strategic Blueprint
Georgia
$1.48M +$1.47M +16,759 New
BFA
542
Beacon Financial Advisory
Ohio
$1.46M +$124K +1,412 +9%
HIS
543
Horizon Investment Services
Indiana
$1.43M +$19.1K +217 +1%
FWM
544
Focused Wealth Management
New York
$1.43M +$12.3K +140 +0.9%
MFWM
545
Motley Fool Wealth Management
Virginia
$1.42M -$270K -3,070 -16%
SF
546
Summit Financial
New Jersey
$1.42M +$114K +1,293 +9%
FPIS
547
Financial Planning & Information Services
Wisconsin
$1.42M +$47.7K +542 +3%
PA
548
Parkside Advisors
California
$1.42M +$10.4K +118 +0.7%
HCM
549
Howard Capital Management
Georgia
$1.41M +$346K +3,929 +32%
CF
550
Centaurus Financial
California
$1.41M +$27.8K +316 +2%

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.