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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
HWA
1026
HCR Wealth Advisors
California
$27K +$176 +2 +0.7%
CAL
1027
Capital Advisors Ltd
Ohio
$26K
WEC
1028
Winslow Evans & Crocker
Massachusetts
$26K +$26.4K +300 New
GTAM
1029
Global Trust Asset Management
Florida
$25K +$440 +5 +2%
KC
1030
Kinloch Capital
Virginia
$25K +$24.9K +283 New
PFPT
1031
Pinnacle Financial Partners (Tennessee)
Tennessee
$24K
TFA
1032
Toth Financial Advisory
Virginia
$22K -$8.8K -100 -29%
AA
1033
Ancora Advisors
Ohio
$22K
TC
1034
Truvestments Capital
Florida
$22K +$22.3K +254 New
Northern Trust
1035
Northern Trust
Illinois
$21K -$49.2K -559 -2%
LIA
1036
LS Investment Advisors
Michigan
$18K
CWP
1037
Concord Wealth Partners
Virginia
$17K +$16.6K +189 New
IA
1038
Inspire Advisors
Idaho
$17K +$17.2K +196 New
FCH
1039
Freestone Capital Holdings
Washington
$15.6K -$5.46K -62 -26%
AIP
1040
Ameritas Investment Partners
Nebraska
$15K -$32.5M -369,000 -100%
TFO
1041
Tarbox Family Office
California
$13K -$27K -307 -67%
LAI
1042
Legal Advantage Investments
California
$13K +$13.2K +150 New
IWP
1043
IAG Wealth Partners
Wisconsin
$12K -$117K -1,326 -91%
SNT
1044
Security National Trust
West Virginia
$12K
SFP
1045
Sterling Financial Planning
New Jersey
$11K +$11.1K +126 New
HPC
1046
HM Payson & Co
Maine
$10K +$10.4K +118 New
RCA
1047
Ranch Capital Advisors
Florida
$9K -$79.5K -903 -90%
CAM
1048
Costello Asset Management
Pennsylvania
$9K
CCM
1049
Covington Capital Management
California
$9K
LC
1050
Lindbrook Capital
California
$9K

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.