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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
HIM
826
Hanlon Investment Management
New Jersey
$238K +$239K +2,699 New
WA1
827
Wimmer Associates 1
California
$238K +$240K +2,703 New
HSA
828
HBK Sorce Advisory
Pennsylvania
$236K +$17.4K +196 +8%
BL
829
BFSG LLC
California
$236K +$237K +2,673 New
KM
830
Kalos Management
Georgia
$235K +$36.8K +415 +18%
GCA
831
Gradient Capital Advisors
California
$233K
CIC
832
Carnegie Investment Counsel
Ohio
$230K +$7.63K +86 +3%
CF
833
Corrigan Financial
Rhode Island
$230K +$231K +2,606 New
NCM
834
New Capital Management
Texas
$229K -$10.9K -123 -5%
MC
835
Moors & Cabot
Massachusetts
$228K +$89 +1 +0%
LWM
836
Liberty Wealth Management
California
$228K +$11.9K +134 +5%
RFN
837
RDA Financial Network
Iowa
$225K -$73.7K -831 -25%
1IA
838
1834 Investment Advisors
Wisconsin
$223K -$5.32K -60 -2%
SCA
839
Sage Capital Advisors
South Dakota
$223K +$177 +2 +0.1%
ESB
840
Essex Savings Bank
Connecticut
$222K +$17.4K +196 +8%
SBH
841
Segall Bryant & Hamill
Illinois
$221K +$222K +2,505 New
CCM
842
Condor Capital Management
New Jersey
$220K -$2.57K -29 -1%
MFS
843
McNamara Financial Services
Massachusetts
$219K -$1.51K -17 -0.7%
PCM
844
Parsons Capital Management
Rhode Island
$218K +$12K +135 +6%
TIM
845
Tortoise Investment Management
New York
$214K +$33.2K +374 +18%
PHIMC
846
Private Harbour Investment Management & Counsel
Ohio
$212K
VC
847
Vicus Capital
Pennsylvania
$212K +$6.38K +72 +3%
PWW
848
Pettyjohn Wood & White
Virginia
$211K +$532 +6 +0.3%
PIM
849
Penobscot Investment Management
Massachusetts
$210K +$211K +2,383 New
DCM
850
Driehaus Capital Management
Illinois
$209K +$210K +2,364 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.