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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
WDG
926
Wealth Dimensions Group
Ohio
$220K +$220K +2,498 New
MFS
927
McNamara Financial Services
Massachusetts
$219K
CC
928
Cassaday & Co
Virginia
$219K +$83.1K +944 +61%
PCM
929
Parsons Capital Management
Rhode Island
$218K
OIA
930
Optimum Investment Advisors
Illinois
$214K -$52.3K -594 -20%
VC
931
Vicus Capital
Pennsylvania
$214K +$1.67K +19 +0.8%
BAMG
932
Brand Asset Management Group
Missouri
$214K +$8.8K +100 +4%
SCA
933
Stokes Capital Advisors
South Carolina
$213K -$162K -1,838 -43%
W
934
Wealthquest
Ohio
$213K -$30K -341 -12%
PHIMC
935
Private Harbour Investment Management & Counsel
Ohio
$212K
MAM
936
Marotta Asset Management
Virginia
$211K +$211K +2,398 New
5L
937
55I LLC
Massachusetts
$211K -$192K -2,177 -48%
MCM
938
Maryland Capital Management
Maryland
$211K +$210K +2,390 New
MP
939
McDonald Partners
Ohio
$211K +$211K +2,398 New
PIM
940
Penobscot Investment Management
Massachusetts
$210K
PS
941
Planned Solutions
California
$209K -$103K -1,176 -33%
DI
942
Disciplined Investments
Oklahoma
$208K -$729K -8,290 -78%
CAI
943
Capital Advisors Inc
Oklahoma
$208K -$41.9K -476 -17%
1IA
944
1834 Investment Advisors
Wisconsin
$208K -$15K -171 -7%
OCM
945
Osterweis Capital Management
California
$206K
OBWP
946
O'Brien Wealth Partners
Massachusetts
$205K +$440 +5 +0.2%
LFG
947
Larson Financial Group
Missouri
$204K +$35.1K +399 +21%
MWP
948
Madison Wealth Partners
Wisconsin
$204K +$204K +2,314 New
Fidelity Investments
949
Fidelity Investments
Massachusetts
$203K -$186K -2,112 -48%
CCM
950
Condor Capital Management
New Jersey
$203K -$17.4K -198 -8%

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.