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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
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$271K
CAS
802
Cascadia Advisory Services
Oregon
$267K +$9.4K +106 +4%
OIA
803
Optimum Investment Advisors
Illinois
$266K -$97.3K -1,097 -27%
CW
804
CreativeOne Wealth
Kansas
$266K +$267K +3,012 New
ARG
805
Advisory Resource Group
Oklahoma
$266K +$268K +3,018 New
LWM
806
Laidlaw Wealth Management
New York
$266K +$268K +3,020 New
WPA
807
West Paces Advisors
Georgia
$266K
FFA
808
Founders Financial Alliance
North Carolina
$262K +$264K +2,981 New
BSW
809
Buckingham Strategic Wealth
Missouri
$261K -$16.5K -186 -6%
VWA
810
Visionary Wealth Advisors
Illinois
$261K +$61K +688 +30%
IFS
811
Ifrah Financial Services
Arkansas
$259K +$887 +10 +0.3%
JCIA
812
Jackson Creek Investment Advisors
Colorado
$259K +$260K +2,937 New
BAM
813
BTS Asset Management
Massachusetts
$257K +$155K +1,752 +151%
LHC
814
Little House Capital
Massachusetts
$256K +$258K +2,906 New
CWM
815
Connecticut Wealth Management
Connecticut
$253K +$45.9K +518 +22%
FWIA
816
Fort Washington Investment Advisors
Ohio
$252K +$8.87K +100 +4%
HCM
817
Howland Capital Management
Massachusetts
$251K +$252K +2,847 New
GT
818
Greenleaf Trust
Michigan
$250K -$278K -3,133 -52%
CAI
819
Capital Advisors Inc
Oklahoma
$250K -$204K -2,300 -45%
PO
820
Private Ocean
California
$249K -$29.9K -337 -11%
MA
821
MONECO Advisors
Connecticut
$249K +$38K +429 +18%
EPP
822
ETF Portfolio Partners
Kansas
$245K +$8.51K +96 +4%
W
823
Wealthquest
Ohio
$243K -$80.3K -906 -25%
NP
824
NorthRock Partners
Minnesota
$242K +$215K +2,424 +767%
CBT
825
Capital Bank & Trust
California
$240K +$241K +2,720 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.