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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
VIP
701
Vantage Investment Partners
Missouri
$449K -$5.85K -66 -1%
AWM
702
AllSquare Wealth Management
New York
$448K +$40.4K +456 +10%
LBD
703
Landsberg Bennett & Dubbaneh
Florida
$445K -$174K -1,965 -28%
SPIO
704
Seven Post Investment Office
California
$444K +$26.1K +294 +6%
MWM
705
Moulton Wealth Management
Washington
$439K +$3.1K +35 +0.7%
TSS
706
Two Sigma Securities
New York
$437K -$240K -2,703 -35%
IA
707
Independence Advisors
Pennsylvania
$430K
ACA
708
Aptus Capital Advisors
Alabama
$430K +$216K +2,431 +99%
KFI
709
Key Financial Inc
Pennsylvania
$425K +$428K +4,823 New
SCA
710
STALEY CAPITAL ADVISERS
Pennsylvania
$423K
Fisher Asset Management
711
Fisher Asset Management
Washington
$422K +$424K +4,780 New
HB
712
Homrich & Berg
Georgia
$414K +$416K +4,694 New
WWM
713
WT Wealth Management
Arizona
$408K +$410K +4,629 New
WA
714
Wealth Alliance
New York
$406K -$19.9K -224 -5%
Principal Financial Group
715
Principal Financial Group
Iowa
$403K +$11.5K +130 +3%
5L
716
55I LLC
Massachusetts
$403K +$13K +147 +3%
AWE
717
Avidian Wealth Enterprises
Texas
$401K +$127K +1,438 +46%
RSC
718
Red Spruce Capital
Pennsylvania
$400K +$4.52K +51 +1%
MAP
719
Milestone Advisory Partners
North Carolina
$399K -$276K -3,118 -41%
SAM
720
SignalPoint Asset Management
Missouri
$397K +$48.8K +550 +14%
AWS
721
AJ Wealth Strategies
New York
$397K +$399K +4,503 New
FCIM
722
Fairview Capital Investment Management
California
$396K
MAFM
723
Mid Atlantic Financial Management
Pennsylvania
$395K -$43.4K -490 -10%
Fidelity Investments
724
Fidelity Investments
Massachusetts
$390K -$384K -4,331 -50%
GC
725
Grimes & Company
Massachusetts
$390K +$31K +350 +9%

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.