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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
AIM
51
Acropolis Investment Management
Missouri
$107M +$4.8M +54,521 +5%
FI
52
FormulaFolio Investments
Michigan
$103M -$78.4M -891,568 -43%
ST
53
Smithfield Trust
Pennsylvania
$99.5M +$17.6M +200,542 +22%
AA
54
ALPS Advisors
Colorado
$99.5M +$7.22M +82,080 +8%
SBSB
55
Sullivan, Bruyette, Speros & Blaney
Virginia
$99.4M +$717K +8,149 +0.7%
NAS
56
Nicolet Advisory Services
Wisconsin
$96.7M +$7.19M +81,669 +8%
Wealthfront Advisers
57
Wealthfront Advisers
California
$93.7M -$3.22M -36,593 -3%
BAAM
58
Baker Avenue Asset Management
California
$87.9M +$3.93M +44,644 +5%
AF
59
Advisornet Financial
Minnesota
$82.9M +$587K +6,676 +0.7%
MWM
60
Mission Wealth Management
California
$77.3M +$5.92M +67,304 +8%
AA
61
Alesco Advisors
New York
$76.8M +$9.24M +104,993 +14%
EC
62
Estate Counselors
Wisconsin
$74.6M -$2.4M -27,235 -3%
Allianz Asset Management
63
Allianz Asset Management
Germany
$74.5M
SWP
64
Stratos Wealth Partners
Ohio
$72M +$1.45M +16,496 +2%
Victory Capital Management
65
Victory Capital Management
Texas
$68.5M
TCM
66
Twele Capital Management
Minnesota
$67.4M +$3.81M +43,297 +6%
MWA
67
Martel Wealth Advisors
Washington
$64.3M +$4.31M +49,009 +7%
PAG
68
Private Advisor Group
New Jersey
$63.6M +$15M +170,905 +31%
SG Americas Securities
69
SG Americas Securities
New York
$61.8M +$61.7M +701,078 New
LFS
70
Lutz Financial Services
Nebraska
$61.1M +$1.6M +18,196 +3%
CWM
71
Campbell Wealth Management
Virginia
$60.6M +$4.18M +47,530 +7%
PIMG
72
Patriot Investment Management Group
Tennessee
$58.6M -$14M -159,497 -19%
Stifel Financial
73
Stifel Financial
Missouri
$57.4M +$8.3M +94,335 +17%
AllianceBernstein
74
AllianceBernstein
Tennessee
$55.9M +$18.5M +210,186 +50%
MMA
75
Miracle Mile Advisors
California
$55.7M +$1.08M +12,294 +2%

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.