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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
JFS
751
JD Financial Services
Pennsylvania
$517K +$516K +5,868 New
TWA
752
TCI Wealth Advisors
Arizona
$515K +$54.6K +620 +12%
LL
753
LPWM LLC
Minnesota
$510K +$176 +2 +0%
CHJWM
754
Carlton Hofferkamp & Jenks Wealth Management
Texas
$508K +$147K +1,670 +40%
H
755
HoyleCohen
California
$507K
GMA
756
Goldstein Munger & Associates
California
$506K
CWS
757
Cypress Wealth Services
California
$506K +$505K +5,743 New
JWM
758
Janiczek Wealth Management
Colorado
$505K
VCA
759
Verdence Capital Advisors
Maryland
$505K +$14.1K +160 +3%
CBT
760
Capital Bank & Trust
California
$496K +$256K +2,905 +107%
ACA
761
Atlas Capital Advisors
Wyoming
$495K
AWA
762
Arkadios Wealth Advisors
Georgia
$494K +$458K +5,202 +1,284%
W
763
WealthOne
New York
$494K +$493K +5,605 New
LFF
764
Level Four Financial
Texas
$488K +$487K +5,532 New
BC
765
Belmont Capital
California
$486K -$55.1K -626 -10%
OC
766
Oppenheimer & Co
New York
$485K +$24K +273 +5%
BWA
767
Bordeaux Wealth Advisors
California
$484K +$483K +5,488 New
FRA
768
Front Row Advisors
California
$483K -$1.5K -17 -0.3%
PAM
769
Palisade Asset Management
Minnesota
$482K +$166K +1,885 +53%
SB
770
Simmons Bank
Arkansas
$477K +$89.7K +1,020 +23%
KCM
771
Kathmere Capital Management
Pennsylvania
$475K
MWM
772
Mascoma Wealth Management
New Hampshire
$472K +$471K +5,352 New
CA
773
Claro Advisors
Massachusetts
$470K -$24.3K -276 -5%
WA
774
Wealth Alliance
New York
$469K +$62.8K +714 +16%
APA
775
Allegiant Private Advisors
Florida
$468K +$467K +5,306 New

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.