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Vanguard Total Bond Market

928 hedge funds and large institutions have $34.2B invested in Vanguard Total Bond Market in 2020 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 450 increasing their positions, 253 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 60

78% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 253

55% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $2.13M

12% more capital invested

Capital invested by funds: $30.5B → $34.2B (+$3.62B)

5% more funds holding

Funds holding: 885928 (+43)

0.4% less ownership

Funds ownership: 61.37%60.96% (-0.4%)

3% less funds holding in top 10

Funds holding in top 10: 158154 (-4)

Holders
928
Holders Change
+43
Holders Change %
+4.86%
% of All Funds
19.02%
Holding in Top 10
154
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.53%
% of All Funds
3.16%
New
111
Increased
450
Reduced
253
Closed
60
Calls
$3.31M
Puts
$2.13M
Net Calls
+$1.18M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$35.7M +$17.1M +195,481 +94%
SI
102
Stephens Inc
Arkansas
$35.6M +$188K +2,150 +0.5%
FAN
103
Financial Advisors Network
California
$35.5M +$919K +10,518 +3%
HighTower Advisors
104
HighTower Advisors
Illinois
$34.4M -$3.94M -45,074 -10%
FIM
105
Freedom Investment Management
Connecticut
$33.4M -$5.57M -63,685 -14%
FA
106
Fiducient Advisors
Illinois
$33.2M -$3.89M -44,543 -11%
NFG
107
Next Financial Group
Texas
$32.9M -$1.1M -12,583 -3%
OCG
108
Opus Capital Group
Ohio
$32.8M +$995K +11,386 +3%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$31.2M
BJ
110
Brouwer & Janachowski
California
$31.1M -$6.75M -77,218 -18%
AIP
111
Ameritas Investment Partners
Nebraska
$30.8M -$437K -5,000 -1%
PA
112
Planning Alternatives
Michigan
$30.3M -$5.57M -63,658 -16%
BCA
113
Berman Capital Advisors
Georgia
$30.3M +$10.7M +122,157 +55%
RCS
114
Retirement Capital Strategies
California
$29.6M +$579K +6,624 +2%
GJIC
115
Gamble Jones Investment Counsel
California
$28.9M +$485K +5,546 +2%
Retirement Systems of Alabama
116
Retirement Systems of Alabama
Alabama
$28.6M
EH
117
Equitable Holdings
New York
$28.5M +$1.93M +22,098 +7%
GC
118
Gilbert & Cook
Iowa
$28.2M +$1.1M +12,554 +4%
Boston Partners
119
Boston Partners
Massachusetts
$28.1M
PI
120
PFS Investments
Georgia
$28M +$11.1M +127,040 +67%
MML Investors Services
121
MML Investors Services
Massachusetts
$27.5M +$4.81M +55,066 +21%
FA
122
FDx Advisors
Illinois
$27.1M -$14.4M -164,360 -35%
CAM
123
Chandler Asset Management
California
$26.6M
AGA
124
Arkos Global Advisors
Texas
$26.2M +$13.1M +149,600 +102%
HDIM
125
Hanson & Doremus Investment Management
Vermont
$26M +$1.39M +15,861 +6%

BND Hedge Fund Activity: Q2 2020 in Review

928 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2020, worth a combined $34.2B — up 12% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new BND positions and 60 closed out — a net gain of 51 holders — while 450 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $612M. The largest seller was Citadel Advisors, exiting entirely with an estimated $249M sold.

  • 928 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2020, up from 885 in Q1 2020.
  • Funds reported $34.2B of Vanguard Total Bond Market stock for Q2 2020, up 12% quarter-over-quarter.
  • 111 funds opened new Vanguard Total Bond Market positions in Q2 2020 and 60 closed out, a net change of +51 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2020 was Bank of America, an estimated $612M added.
  • The largest Vanguard Total Bond Market seller in Q2 2020 was Citadel Advisors, an estimated $249M sold.

Based on aggregated 13F filings for Q2 2020.