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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
TTWM
826
TCV Trust & Wealth Management
Virginia
$357K +$7.04K +80 +2%
Kovitz Investment Group Partners
827
Kovitz Investment Group Partners
Illinois
$356K -$1.03M -11,700 -74%
GEA
828
Glen Eagle Advisors
New Jersey
$355K -$10.8K -123 -3%
SA
829
Sunesis Advisors
Kansas
$355K -$11.9K -135 -3%
SWA
830
SOA Wealth Advisors
New York
$355K +$359K +4,075 New
SDWIA
831
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$353K +$352K +4,001 New
WA
832
Waverly Advisors
Alabama
$349K +$2.46K +28 +0.7%
Cerity Partners
833
Cerity Partners
New York
$347K +$346K +3,936 New
SWP
834
Summit Wealth Partners
Florida
$343K +$20.4K +232 +6%
T
835
TrueFG
Texas
$343K +$18.4K +209 +6%
KPWG
836
KFA Private Wealth Group
Virginia
$339K -$113K -1,288 -25%
SIM
837
Sonora Investment Management
Arizona
$339K +$5.01K +57 +2%
MWP
838
Meridian Wealth Partners
Pennsylvania
$339K +$26.2K +298 +8%
GFS
839
GYL Financial Synergies
Connecticut
$336K -$20.1K -229 -6%
SHWM
840
Smith & Howard Wealth Management
Georgia
$335K
RWM
841
Ritholtz Wealth Management
New York
$332K -$947K -10,759 -74%
OWM
842
Opes Wealth Management
California
$331K +$12.5K +142 +4%
GI
843
Glovista Investments
New Jersey
$331K +$330K +3,755 New
IRAG
844
Investment Research & Advisory Group
Georgia
$329K +$2.11K +24 +0.6%
VIP
845
Vantage Investment Partners
Missouri
$327K -$121K -1,379 -27%
AIP
846
Ahrens Investment Partners
Louisiana
$327K -$10.6K -121 -3%
LCH
847
Lee Capital Holdings
New York
$326K +$325K +3,695 New
PCA
848
Personal Capital Advisors
California
$325K -$276K -3,139 -46%
BSW
849
Buckingham Strategic Wealth
Missouri
$324K +$63.3K +719 +24%
CST
850
Charles Schwab Trust
Nevada
$323K

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.