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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
MWM
801
Meridian Wealth Management
Kentucky
$395K -$112K -1,269 -22%
GC
802
Grimes & Company
Massachusetts
$393K +$2.99K +34 +0.8%
ATC
803
Adirondack Trust Company
New York
$393K +$42.2K +480 +12%
CA
804
Clearstead Advisors
Ohio
$391K -$64.2K -730 -14%
FMWA
805
Forvis Mazars Wealth Advisors
Missouri
$391K +$390K +4,437 New
JIC
806
Joel Isaacson & Co
New York
$389K +$50K +568 +15%
MW
807
Marcum Wealth
Ohio
$388K -$1.39M -15,807 -78%
CA
808
Capital Advantage
California
$388K +$264 +3 +0.1%
HCM
809
Hengehold Capital Management
Ohio
$387K +$11.6K +132 +3%
WCM
810
Whitener Capital Management
North Carolina
$383K
DOA
811
D'Orazio & Associates
Virginia
$382K +$176 +2 +0%
BWM
812
Birchcreek Wealth Management
Ohio
$382K +$382K +4,340 New
DWM
813
Dakota Wealth Management
Florida
$378K +$44.7K +508 +13%
DIM
814
Delta Investment Management
California
$376K -$91.5K -1,040 -20%
AAP
815
Arax Advisory Partners
Colorado
$376K +$95.6K +1,087 +34%
AWS
816
AJ Wealth Strategies
New York
$375K -$22.3K -253 -6%
CPO
817
Cerity Partners OCIO
New York
$374K +$11.3K +128 +3%
SCA
818
Spearhead Capital Advisors
Florida
$372K +$53.7K +610 +17%
RMA
819
Roffman Miller Associates
Pennsylvania
$371K
LNWWM
820
Laird Norton Wetherby Wealth Management
California
$371K +$100K +1,142 +37%
SWIG
821
Strategic Wealth Investment Group
Kentucky
$367K +$11.8K +134 +3%
IP
822
Investment Partners
Ohio
$365K +$3.08K +35 +0.9%
PCMM
823
Piedmont Capital Management (Montana)
Montana
$363K +$362K +4,118 New
ONB
824
Old National Bancorp
Indiana
$358K
TF
825
TimeScale Financial
Massachusetts
$358K +$13.7K +156 +4%

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.