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
SP
701
Successful Portfolios
Florida
$632K
KFI
702
Key Financial Inc
Pennsylvania
$632K +$206K +2,341 +49%
WPWM
703
Windward Private Wealth Management
Kansas
$628K +$627K +7,123 New
PS
704
Portfolio Solutions
Michigan
$625K -$1.6M -18,136 -72%
VFA
705
Valeo Financial Advisors
Indiana
$624K +$103K +1,171 +20%
EWA
706
EP Wealth Advisors
California
$622K -$109K -1,239 -15%
SWM
707
SeaCrest Wealth Management
New York
$621K -$6.07K -69 -1%
MWM
708
MorganRosel Wealth Management
Colorado
$621K +$38.1K +433 +7%
UF
709
Univest Financial
Pennsylvania
$618K -$80.2K -912 -12%
FLA
710
Financial Life Advisors
Texas
$610K
SWA
711
Stratos Wealth Advisors
Ohio
$610K +$98.5K +1,119 +19%
HBT
712
Hills Bank & Trust
Iowa
$609K +$121K +1,373 +25%
Bank Julius Baer & Co
713
Bank Julius Baer & Co
Switzerland
$605K
CCM
714
Coldstream Capital Management
Washington
$603K -$35.2K -400 -6%
BIA
715
Barry Investment Advisors
Massachusetts
$603K +$5.81K +66 +1%
QCM
716
Quest Capital Management
Texas
$597K +$69.7K +792 +13%
PWM
717
PBMares Wealth Management
Virginia
$592K +$591K +6,714 New
UWM
718
USAdvisors Wealth Management
Minnesota
$589K +$30.1K +342 +5%
ACM
719
Allred Capital Management
Texas
$586K
DSC
720
Duncker Streett & Co
Missouri
$586K +$1.67K +19 +0.3%
KOCAA
721
Knights of Columbus Asset Advisors
Connecticut
$585K -$181K -2,055 -24%
TCM
722
Traynor Capital Management
Pennsylvania
$584K +$129K +1,462 +28%
CAM
723
Cozad Asset Management
Illinois
$581K
HNB
724
Huntington National Bank
Ohio
$579K
CC
725
Courier Capital
New York
$572K

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.