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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
TC
751
Trilogy Capital
California
$340K +$341K +3,850 New
JIC
752
Joel Isaacson & Co
New York
$339K
AIP
753
Ahrens Investment Partners
Louisiana
$338K +$60.2K +679 +22%
FMP
754
Financial Management Professionals
Texas
$337K +$339K +3,822 New
SHWM
755
Smith & Howard Wealth Management
Georgia
$335K
SIM
756
Sonora Investment Management
Arizona
$334K +$83.5K +942 +33%
DWM
757
Dakota Wealth Management
Florida
$334K +$335K +3,779 New
IC
758
Innealta Capital
Texas
$332K -$17.9K -202 -5%
HIM
759
Hotaling Investment Management
Pennsylvania
$330K +$332K +3,741 New
SBIA
760
Sheaff Brock Investment Advisors
Indiana
$329K +$71.2K +803 +27%
IRAG
761
Investment Research & Advisory Group
Georgia
$327K +$1.06K +12 +0.3%
GSWM
762
Golden State Wealth Management
California
$325K -$2.59M -29,181 -89%
T
763
TrueFG
Texas
$325K +$8.16K +92 +3%
MGIA
764
Moneta Group Investment Advisors
Missouri
$323K +$325K +3,661 New
CST
765
Charles Schwab Trust
Nevada
$323K +$325K +3,663 New
SWP
766
Summit Wealth Partners
Florida
$323K +$3.46K +39 +1%
NWP
767
Northstar Wealth Partners
Connecticut
$322K -$286K -3,222 -47%
MHR
768
Matthew Hamilton Rosenberg
$320K
TFGT
769
TS Financial Group (TSFG)
Illinois
$320K +$8.6K +97 +3%
SCA
770
Spearhead Capital Advisors
Florida
$319K -$14.9K -168 -4%
OWM
771
Opes Wealth Management
California
$319K +$320K +3,614 New
Fiera Capital (Canada)
772
Fiera Capital (Canada)
Quebec, Canada
$318K
PAM
773
Palisade Asset Management
Minnesota
$316K -$17K -192 -5%
MWP
774
Meridian Wealth Partners
Pennsylvania
$313K -$129K -1,451 -29%
PS
775
Planned Solutions
California
$313K +$314K +3,543 New

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.