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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
AIM
51
Acropolis Investment Management
Missouri
$102M +$3.96M +44,658 +4%
SBSB
52
Sullivan, Bruyette, Speros & Blaney
Virginia
$98.7M +$2.34M +26,421 +2%
Wealthfront Advisers
53
Wealthfront Advisers
California
$96.9M +$12.2M +137,388 +14%
USAA
54
United Services Automobile Association
Texas
$96.3M +$49.9M +562,401 +106%
AA
55
ALPS Advisors
Colorado
$92.2M +$2.59M +29,230 +3%
NAS
56
Nicolet Advisory Services
Wisconsin
$89.5M +$7.87M +88,754 +10%
BAAM
57
Baker Avenue Asset Management
California
$84M +$4.4M +49,680 +6%
AF
58
Advisornet Financial
Minnesota
$82.3M +$7.67M +86,500 +10%
ST
59
Smithfield Trust
Pennsylvania
$81.8M +$15.8M +178,768 +24%
EC
60
Estate Counselors
Wisconsin
$77M -$9.68M -109,225 -11%
Allianz Asset Management
61
Allianz Asset Management
Germany
$74.5M -$2.8M -31,606 -4%
PIMG
62
Patriot Investment Management Group
Tennessee
$72.7M +$37M +417,083 +102%
SFSG
63
Stearns Financial Services Group
North Carolina
$71.5M +$4.07M +45,930 +6%
MWM
64
Mission Wealth Management
California
$71.4M +$11.6M +130,924 +19%
SWP
65
Stratos Wealth Partners
Ohio
$70.6M +$2.81M +31,729 +4%
Victory Capital Management
66
Victory Capital Management
Texas
$68.5M +$30.1M +339,794 +78%
AA
67
Alesco Advisors
New York
$67.5M +$13.8M +156,104 +26%
TCM
68
Twele Capital Management
Minnesota
$63.6M +$6.93M +78,125 +12%
MAM
69
Madison Asset Management
Wisconsin
$60.1M -$349K -3,940 -0.6%
MWA
70
Martel Wealth Advisors
Washington
$60M +$3.4M +38,401 +6%
LFS
71
Lutz Financial Services
Nebraska
$59.5M -$855K -9,641 -1%
AWA
72
Alaska Wealth Advisors
Alaska
$58.9M +$4.43M +49,955 +8%
CWM
73
Campbell Wealth Management
Virginia
$56.4M +$3.18M +35,829 +6%
MMA
74
Miracle Mile Advisors
California
$54.7M +$7.92M +89,280 +17%
MIA
75
MainStreet Investment Advisors
Illinois
$52.6M +$47.4M +534,161 +867%

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.