We are live on ! Find out more
BND icon

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
HB
551
Homrich & Berg
Georgia
$1.41M +$990K +11,249 +240%
CCFM
552
Clear Creek Financial Management
Washington
$1.41M +$1.4M +15,953 New
CT
553
Caldwell Trust
Florida
$1.4M -$6.25K -71 -0.4%
SFP
554
Strategic Financial Planning
Texas
$1.4M +$29.7K +338 +2%
CCM
555
Coe Capital Management
Illinois
$1.39M
AF
556
Affiance Financial
Minnesota
$1.39M -$371K -4,216 -21%
LSA
557
Lion Street Advisors
Texas
$1.39M +$47.7K +542 +4%
UA
558
Unison Advisors
District of Columbia
$1.39M +$8.1K +92 +0.6%
CBFP
559
Cedar Brook Financial Partners
Ohio
$1.38M +$184K +2,090 +15%
MFG
560
MidWestOne Financial Group
Iowa
$1.38M
SIAG
561
Safeguard Investment Advisory Group
California
$1.38M +$1.38M +15,632 New
MCWS
562
McKinley Carter Wealth Services
West Virginia
$1.35M +$1.35M +15,312 New
WIA
563
World Investment Advisors
California
$1.35M +$35.3K +401 +3%
TSW
564
Thompson Siegel & Walmsley
Virginia
$1.34M +$11.4K +129 +0.9%
PFO
565
Pathstone Family Office
New Jersey
$1.33M +$1.32M +15,016 +20,570%
SSG
566
Summit Securities Group
New York
$1.32M -$1.76M -20,000 -57%
ST
567
Sabal Trust
Florida
$1.32M
SCG
568
Sonata Capital Group
Washington
$1.32M +$61.6K +700 +5%
AAM
569
Autus Asset Management
Arizona
$1.31M -$13.9K -158 -1%
BSSFA
570
Baron Silver Stevens Financial Advisors
Florida
$1.3M +$1.3M +14,785 New
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$38.5K +438 +3%
WPW
572
Waldron Private Wealth
Pennsylvania
$1.3M +$1.29M +14,714 New
PAM
573
Panagora Asset Management
Massachusetts
$1.28M +$141K +1,603 +12%
ACS
574
Archford Capital Strategies
Illinois
$1.28M +$352 +4 +0%
FFG
575
Fullen Financial Group
Ohio
$1.28M +$5.63K +64 +0.4%

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.