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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
CC
901
Cedar Capital
Illinois
$244K +$243K +2,765 New
KF
902
Krilogy Financial
Missouri
$242K +$38K +432 +19%
VVP
903
Venture Visionary Partners
Ohio
$242K +$242K +2,753 New
PO
904
Private Ocean
California
$241K -$8.45K -96 -3%
JMF
905
Johnson Midwest Financial
Iowa
$241K +$241K +2,738 New
WA1
906
Wimmer Associates 1
California
$238K
MC
907
Moors & Cabot
Massachusetts
$238K +$10K +114 +4%
FI
908
Financial Insights
Washington
$237K -$58.3K -663 -20%
CIC
909
Carnegie Investment Counsel
Ohio
$237K +$7.83K +89 +3%
LWM
910
Liberty Wealth Management
California
$237K +$12.3K +140 +5%
SCA
911
Sage Capital Advisors
South Dakota
$235K +$15K +170 +7%
CFA
912
CWS Financial Advisors
Michigan
$235K +$235K +2,669 New
OWP
913
Obermeyer Wealth Partners
Colorado
$234K +$233K +2,649 New
RA
914
Reby Advisors
Connecticut
$234K +$233K +2,653 New
SWA
915
Sax Wealth Advisors
New Jersey
$234K +$234K +2,657 New
MFG
916
Magnus Financial Group
New York
$232K -$40.5K -460 -15%
CWM
917
Connecticut Wealth Management
Connecticut
$231K -$22.6K -257 -9%
NCM
918
New Capital Management
Texas
$230K +$792 +9 +0.3%
WPA
919
West Paces Advisors
Georgia
$229K -$36.1K -410 -14%
JFGIW
920
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$224K +$53.8K +611 +32%
TFS
921
TrustCore Financial Services
Tennessee
$223K +$105K +1,193 +90%
ESB
922
Essex Savings Bank
Connecticut
$222K
TIM
923
Tortoise Investment Management
New York
$222K +$8.18K +93 +4%
GCA
924
Gradient Capital Advisors
California
$221K -$12.3K -140 -5%
SBH
925
Segall Bryant & Hamill
Illinois
$221K

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.