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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
IA
651
Insight Advisors
Pennsylvania
$829K +$827K +9,401 New
TCA
652
Transcend Capital Advisors
New Jersey
$828K
OWA
653
Octavia Wealth Advisors
Ohio
$826K +$824K +9,366 New
CCM
654
Colorado Capital Management
Colorado
$819K -$136K -1,541 -14%
TFM
655
TFC Financial Management
Massachusetts
$815K +$333K +3,785 +69%
WIC
656
Woodmont Investment Counsel
Tennessee
$814K -$19.8K -225 -2%
OIS
657
Okabena Investment Services
Minnesota
$813K -$10K -114 -1%
APW
658
Aurora Private Wealth
New Jersey
$810K +$528K +5,996 +188%
FWIA
659
Fort Washington Investment Advisors
Ohio
$808K +$555K +6,310 +221%
SFG
660
Sovereign Financial Group
Connecticut
$807K +$805K +9,146 New
FF
661
Friedenthal Financial
New Jersey
$805K
NCM
662
Northwest Capital Management
Oregon
$797K -$247K -2,804 -24%
BAM
663
Bruderman Asset Management
New York
$797K -$33.4K -380 -4%
PIP
664
Peachtree Investment Partners
Florida
$794K -$386K -4,391 -33%
PMG
665
ProVise Management Group
Florida
$793K
FCBT
666
First Citizens Bank & Trust
North Carolina
$784K -$1.5M -16,991 -66%
CNC
667
Canandaigua National Corp
New York
$783K -$21.2K -241 -3%
MWM
668
Madison Wealth Management
Ohio
$763K
BSA
669
Bull Street Advisors
Georgia
$759K +$18K +205 +2%
CAG
670
Csenge Advisory Group
Florida
$758K -$8.71K -99 -1%
RCIM
671
Red Cedar Investment Management
Michigan
$757K +$245K +2,782 +48%
KeyBank National Association
672
KeyBank National Association
Ohio
$747K -$60.4K -686 -7%
SW
673
StrongBox Wealth
Missouri
$740K
PCFFS
674
Pacific Center for Financial Services
California
$737K -$160K -1,819 -18%
FWP
675
FAS Wealth Partners
Kansas
$729K -$72.2K -820 -9%

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.