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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
SHJ
551
Sharkey, Howes & Javer
Colorado
$1.08M +$2.22K +25 +0.2%
HCM
552
Howard Capital Management
Georgia
$1.07M +$130K +1,471 +14%
HI
553
Hendershot Investments
Virginia
$1.07M +$1.07M +12,082 New
RMDI
554
R.M. Davis Inc
Maine
$1.06M +$57.2K +645 +6%
DC
555
DeDora Capital
California
$1.06M -$175K -1,975 -14%
RIA
556
Realta Investment Advisors
Delaware
$1.06M +$336K +3,794 +46%
BIM
557
Barton Investment Management
Pennsylvania
$1.06M +$1.06M +11,975 New
Neuberger Berman Group
558
Neuberger Berman Group
New York
$1.05M +$170K +1,913 +19%
CCM
559
Canal Capital Management
Virginia
$1.05M +$29.5K +333 +3%
NCM
560
Northwest Capital Management
Oregon
$1.04M +$1.06K +12 +0.1%
WP
561
WealthSource Partners
California
$1.04M -$251K -2,826 -19%
ECM
562
ETrade Capital Management
Virginia
$1.04M +$246K +2,774 +31%
JRP
563
Jasper Ridge Partners
California
$1.04M
MG
564
Mather Group
Illinois
$1.02M +$299K +3,370 +41%
HR
565
Hayden Royal
North Carolina
$1.01M +$82.6K +932 +9%
IFG
566
Investors Financial Group
Minnesota
$1M -$7.8K -88 -0.8%
BFA
567
Beaumont Financial Advisors
Massachusetts
$1M +$1.01M +11,373 New
FANJ
568
Financial Architects (New Jersey)
New Jersey
$994K +$72.1K +813 +8%
JCM
569
Jacobi Capital Management
Pennsylvania
$967K +$18.4K +208 +2%
BCA
570
Bay Colony Advisors
Massachusetts
$965K -$52.1K -588 -5%
CCM
571
Colorado Capital Management
Colorado
$955K -$5.76K -65 -0.6%
BJL
572
Brighton Jones LLC
Washington
$946K +$145K +1,632 +18%
TFA
573
Teamwork Financial Advisors
Texas
$944K +$139K +1,569 +17%
AC
574
Addison Capital
Pennsylvania
$942K -$299K -3,370 -24%
DI
575
Disciplined Investments
Oklahoma
$940K -$451K -5,088 -32%

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.