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Vanguard Total Bond Market

928 hedge funds and large institutions have $34.2B invested in Vanguard Total Bond Market in 2020 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 450 increasing their positions, 253 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 60

78% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 253

55% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $2.13M

12% more capital invested

Capital invested by funds: $30.5B → $34.2B (+$3.62B)

5% more funds holding

Funds holding: 885928 (+43)

0.4% less ownership

Funds ownership: 61.37%60.96% (-0.4%)

3% less funds holding in top 10

Funds holding in top 10: 158154 (-4)

Holders
928
Holders Change
+43
Holders Change %
+4.86%
% of All Funds
19.02%
Holding in Top 10
154
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.53%
% of All Funds
3.16%
New
111
Increased
450
Reduced
253
Closed
60
Calls
$3.31M
Puts
$2.13M
Net Calls
+$1.18M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
FAT
626
First American Trust
California
$580K +$113K +1,293 +25%
VFA
627
Valeo Financial Advisors
Indiana
$577K +$202K +2,313 +55%
CFA
628
Carroll Financial Associates
North Carolina
$571K +$63.3K +724 +13%
SSWM
629
Sheets Smith Wealth Management
North Carolina
$569K +$437 +5 +0.1%
EVM
630
Eaton Vance Management
Massachusetts
$559K +$25.4K +291 +5%
MWM
631
MorganRosel Wealth Management
Colorado
$558K +$35.7K +408 +7%
EFS
632
Essex Financial Services
Connecticut
$555K +$549K +6,285 New
CAG
633
Csenge Advisory Group
Florida
$545K +$163K +1,860 +43%
BC
634
Belmont Capital
California
$542K +$262 +3 +0%
Bessemer Group
635
Bessemer Group
New Jersey
$540K
PW
636
Peninsula Wealth
California
$534K +$529K +6,047 New
SIA
637
Strategic Investment Advisors
Michigan
$530K +$15.7K +180 +3%
GT
638
Greenleaf Trust
Michigan
$528K +$522K +5,972 New
BC
639
Burney Company
Virginia
$520K +$32.3K +369 +7%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$517K -$19.8K -227 -4%
RCIM
641
Red Cedar Investment Management
Michigan
$513K
CWS
642
Cypress Wealth Services
California
$509K -$416K -4,758 -45%
APW
643
Aurora Private Wealth
New Jersey
$509K -$323K -3,695 -39%
H
644
HoyleCohen
California
$508K +$131K +1,500 +35%
GMA
645
Goldstein Munger & Associates
California
$507K
BAM
646
Baldrige Asset Management
Pennsylvania
$507K +$15.5K +177 +3%
JWM
647
Janiczek Wealth Management
Colorado
$506K
NEPWA
648
New England Private Wealth Advisors
Massachusetts
$503K +$1.66K +19 +0.3%
TWM
649
Titus Wealth Management
California
$502K -$6.56K -75 -1%
SWA
650
Stratos Wealth Advisors
Ohio
$499K +$75.5K +864 +18%

BND Hedge Fund Activity: Q2 2020 in Review

928 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2020, worth a combined $34.2B — up 12% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new BND positions and 60 closed out — a net gain of 51 holders — while 450 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $612M. The largest seller was Citadel Advisors, exiting entirely with an estimated $249M sold.

  • 928 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2020, up from 885 in Q1 2020.
  • Funds reported $34.2B of Vanguard Total Bond Market stock for Q2 2020, up 12% quarter-over-quarter.
  • 111 funds opened new Vanguard Total Bond Market positions in Q2 2020 and 60 closed out, a net change of +51 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2020 was Bank of America, an estimated $612M added.
  • The largest Vanguard Total Bond Market seller in Q2 2020 was Citadel Advisors, an estimated $249M sold.

Based on aggregated 13F filings for Q2 2020.