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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
SBIA
851
Sheaff Brock Investment Advisors
Indiana
$322K -$6.95K -79 -2%
FFA
852
Founders Financial Alliance
North Carolina
$321K +$59.3K +674 +23%
MHR
853
Matthew Hamilton Rosenberg
$320K
FCA
854
FLC Capital Advisors
California
$315K -$29.9K -340 -9%
GSWM
855
Golden State Wealth Management
California
$315K -$9.86K -112 -3%
CFD
856
Creative Financial Designs
Indiana
$315K +$16.8K +191 +6%
GWM
857
Greenhouse Wealth Management
Connecticut
$314K +$313K +3,561 New
ACA
858
Aptus Capital Advisors
Alabama
$312K -$118K -1,340 -27%
MAP
859
Milestone Advisory Partners
North Carolina
$312K -$86.8K -986 -22%
BG
860
Berry Group
Massachusetts
$312K +$16.9K +192 +6%
VPIM
861
Vanguard Personalized Indexing Management
California
$312K +$311K +3,533 New
IFAM
862
Institutional & Family Asset Management
Colorado
$311K -$43.3K -492 -12%
TFGT
863
TS Financial Group (TSFG)
Illinois
$311K -$8.45K -96 -3%
IP
864
Intellectus Partners
California
$310K -$220K -2,500 -42%
VAM
865
Verity Asset Management
North Carolina
$303K -$3.34M -37,971 -92%
TVAMP
866
Tennessee Valley Asset Management Partners
Tennessee
$302K +$301K +3,421 New
IWP
867
Icon Wealth Partners
Texas
$297K -$13.2K -150 -4%
HR
868
Howe & Rusling
New York
$296K -$195K -2,216 -40%
MOS
869
MGO One Seven
Ohio
$296K -$13.9K -158 -4%
SWMG
870
Strategic Wealth Management Group
Maryland
$296K
BMCM
871
Bryn Mawr Capital Management
Pennsylvania
$293K
RCA
872
Rowland Carmichael Advisors
Arizona
$293K
KFS
873
Kaizen Financial Strategies
California
$290K +$289K +3,287 New
MCM
874
McRae Capital Management
New Jersey
$288K +$287K +3,262 New
1WA
875
180 Wealth Advisors
Washington
$286K -$4.4K -50 -2%

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.