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Vanguard Total Bond Market

959 hedge funds and large institutions have $36.8B invested in Vanguard Total Bond Market in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 544 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $3.38M

146% more repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 221

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

10% more funds holding in top 10

Funds holding in top 10: 154169 (+15)

8% more capital invested

Capital invested by funds: $34.2B → $36.8B (+$2.67B)

3% more funds holding

Funds holding: 928959 (+31)

2.23% less ownership

Funds ownership: 60.96%58.74% (-2.2%)

Holders
959
Holders Change
+31
Holders Change %
+3.34%
% of All Funds
19.35%
Holding in Top 10
169
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.74%
% of All Funds
3.41%
New
91
Increased
544
Reduced
221
Closed
48
Calls
$11.5M
Puts
$3.38M
Net Calls
+$8.15M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
COF
101
Capital One Financial
Virginia
$38M +$223K +2,516 +0.6%
CAM
102
Chandler Asset Management
California
$37.8M +$11.4M +128,345 +43%
AllianceBernstein
103
AllianceBernstein
Tennessee
$37.3M -$74M -834,640 -66%
AGA
104
Arkos Global Advisors
Texas
$37.2M +$11.1M +125,315 +42%
FA
105
Fiducient Advisors
Illinois
$37.2M +$4M +45,142 +12%
HighTower Advisors
106
HighTower Advisors
Illinois
$36.3M +$1.99M +22,483 +6%
BCM
107
BTC Capital Management
Iowa
$36.3M -$64K -722 -0.2%
AAS
108
Avantax Advisory Services
Texas
$35.5M +$20.1M +227,115 +130%
NFG
109
Next Financial Group
Texas
$34.7M +$1.92M +21,697 +6%
FIM
110
Freedom Investment Management
Connecticut
$33.7M +$356K +4,014 +1%
OCG
111
Opus Capital Group
Ohio
$32.8M +$59.5K +671 +0.2%
AIP
112
Ameritas Investment Partners
Nebraska
$32.6M +$1.77M +20,000 +6%
TF
113
TIAA FSB
Florida
$32.6M +$21.2M +238,846 +184%
MML Investors Services
114
MML Investors Services
Massachusetts
$31.8M +$4.28M +48,231 +15%
EH
115
Equitable Holdings
New York
$31.2M +$2.71M +30,553 +9%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$31.2M
RBCM
117
Raub Brock Capital Management
California
$30.9M +$17.2M +194,276 +125%
BJ
118
Brouwer & Janachowski
California
$30.3M -$821K -9,265 -3%
SMDAM
119
Sumitomo Mitsui DS Asset Management
Japan
$30.2M -$9.2M -103,742 -23%
GJIC
120
Gamble Jones Investment Counsel
California
$29.6M +$717K +8,090 +2%
PI
121
PFS Investments
Georgia
$29.5M +$1.55M +17,471 +6%
GC
122
Gilbert & Cook
Iowa
$29.1M +$863K +9,730 +3%
Retirement Systems of Alabama
123
Retirement Systems of Alabama
Alabama
$28.9M +$336K +3,789 +1%
Boston Partners
124
Boston Partners
Massachusetts
$28.2M
HDIM
125
Hanson & Doremus Investment Management
Vermont
$27.3M +$1.35M +15,282 +5%

BND Hedge Fund Activity: Q3 2020 in Review

959 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2020, worth a combined $36.8B — up 7.8% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BND positions and 48 closed out — a net gain of 43 holders — while 544 added to existing stakes and 221 trimmed.

The largest buyer was Creative Planning, adding an estimated $513M. The largest seller was Wells Fargo, cutting an estimated $362M.

  • 959 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2020, up from 928 in Q2 2020.
  • Funds reported $36.8B of Vanguard Total Bond Market stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Total Bond Market positions in Q3 2020 and 48 closed out, a net change of +43 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2020 was Creative Planning, an estimated $513M added.
  • The largest Vanguard Total Bond Market seller in Q3 2020 was Wells Fargo, an estimated $362M sold.

Based on aggregated 13F filings for Q3 2020.