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Vanguard Total Bond Market

878 hedge funds and large institutions have $29.9B invested in Vanguard Total Bond Market in 2019 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 385 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 51

67% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 230

14% more funds holding

Funds holding: 773878 (+105)

7% more funds holding in top 10

Funds holding in top 10: 124133 (+9)

2% more capital invested

Capital invested by funds: $29.2B → $29.9B (+$718M)

6% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.19M

3.02% less ownership

Funds ownership: 64.49%61.48% (-3%)

Holders
878
Holders Change
+105
Holders Change %
+13.58%
% of All Funds
17.3%
Holding in Top 10
133
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.26%
% of All Funds
2.62%
New
168
Increased
385
Reduced
230
Closed
51
Calls
$1.12M
Puts
$1.19M
Net Calls
-$67K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$67.6M +$1.35M +16,013 +2%
AF
52
Advisornet Financial
Minnesota
$66.6M +$5.12M +60,944 +8%
TCM
53
Twele Capital Management
Minnesota
$64.6M +$1.07M +12,729 +2%
Wealthfront Advisers
54
Wealthfront Advisers
California
$63.4M +$9.91M +117,913 +18%
GC
55
Garde Capital
Washington
$63M +$2.89M +34,414 +5%
SWP
56
Stratos Wealth Partners
Ohio
$62.6M +$2.46M +29,233 +4%
SFSG
57
Stearns Financial Services Group
North Carolina
$62.3M +$2.84M +33,796 +5%
BAAM
58
Baker Avenue Asset Management
California
$61.8M -$243K -2,894 -0.4%
MAM
59
Madison Asset Management
Wisconsin
$60.3M +$60.5M +719,257 New
FMT
60
First Mercantile Trust
Tennessee
$57.6M +$426K +5,069 +0.7%
G
61
GenTrust
Florida
$56.7M +$4.56M +54,292 +9%
MWA
62
Martel Wealth Advisors
Washington
$55.7M +$1.37M +16,269 +3%
AWA
63
Alaska Wealth Advisors
Alaska
$54.5M -$39.5M -469,667 -42%
LFS
64
Lutz Financial Services
Nebraska
$54.2M +$6.32M +75,151 +13%
SMDAM
65
Sumitomo Mitsui DS Asset Management
Japan
$51.3M +$5.51M +65,587 +12%
EC
66
Estate Counselors
Wisconsin
$50.4M +$1.2M +14,330 +2%
MWM
67
Mission Wealth Management
California
$50.2M +$7.68M +91,301 +18%
USAA
68
United Services Automobile Association
Texas
$48.1M +$5.46M +64,962 +13%
PAG
69
Private Advisor Group
New Jersey
$47.2M -$17.7M -210,409 -27%
AA
70
Alesco Advisors
New York
$46.3M +$2.92M +34,710 +7%
AllianceBernstein
71
AllianceBernstein
Tennessee
$45.9M +$9.89M +117,667 +27%
AL
72
Aspiriant LLC
California
$45.3M +$350K +4,159 +0.8%
MAM
73
Meeder Asset Management
Ohio
$41.7M +$12.2M +145,498 +41%
CA
74
Cambridge Advisors
Nebraska
$41.3M +$1.7M +20,190 +4%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$41.1M +$1.08M +12,849 +3%

BND Hedge Fund Activity: Q4 2019 in Review

878 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2019, worth a combined $29.9B — up 2.5% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new BND positions and 51 closed out — a net gain of 117 holders — while 385 added to existing stakes and 230 trimmed.

The largest buyer was Wells Fargo, adding an estimated $328M. The largest seller was M&T Bank, exiting entirely with an estimated $294M sold.

  • 878 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2019, up from 773 in Q3 2019.
  • Funds reported $29.9B of Vanguard Total Bond Market stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 168 funds opened new Vanguard Total Bond Market positions in Q4 2019 and 51 closed out, a net change of +117 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2019 was Wells Fargo, an estimated $328M added.
  • The largest Vanguard Total Bond Market seller in Q4 2019 was M&T Bank, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2019.