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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
BCM
101
BTC Capital Management
Iowa
$37.9M +$1.65M +18,797 +5%
FA
102
Fiducient Advisors
Illinois
$37.2M +$35.9K +408 +0.1%
RCS
103
Retirement Capital Strategies
California
$36.7M +$24.9M +283,470 +214%
MML Investors Services
104
MML Investors Services
Massachusetts
$36M +$4.2M +47,727 +13%
OCG
105
Opus Capital Group
Ohio
$35.4M +$2.59M +29,471 +8%
GC
106
Gilbert & Cook
Iowa
$34.7M +$5.63M +64,007 +19%
COF
107
Capital One Financial
Virginia
$34.6M -$3.41M -38,711 -9%
KAS
108
Kestra Advisory Services
Texas
$34.1M +$23M +261,292 +207%
EH
109
Equitable Holdings
New York
$33.6M +$2.47M +28,060 +8%
NFG
110
Next Financial Group
Texas
$33.5M -$1.18M -13,359 -3%
WFA
111
West Financial Advisors
Iowa
$33.2M +$33.1M +376,338 New
MIA
112
MainStreet Investment Advisors
Illinois
$33M -$19.5M -221,295 -37%
UOC
113
University of Chicago
Illinois
$32.6M +$32.6M +370,184 New
FWI
114
Facet Wealth Inc
Maryland
$31.4M +$31.3M +356,290 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$31.2M
Retirement Systems of Alabama
116
Retirement Systems of Alabama
Alabama
$31.2M +$2.27M +25,788 +8%
PI
117
PFS Investments
Georgia
$30.8M +$1.62M +18,452 +6%
Boston Partners
118
Boston Partners
Massachusetts
$30.7M
RBCM
119
Raub Brock Capital Management
California
$30.6M -$272K -3,090 -0.9%
GJIC
120
Gamble Jones Investment Counsel
California
$30.3M +$705K +8,008 +2%
AWM
121
AE Wealth Management
Kansas
$28.9M +$10.7M +121,875 +59%
SCM
122
Stordahl Capital Management
Colorado
$28.7M +$2.16M +24,602 +8%
BFG
123
Barber Financial Group
Kansas
$28.7M +$20.8M +236,330 +267%
BJ
124
Brouwer & Janachowski
California
$28.5M -$1.71M -19,396 -6%
HDIM
125
Hanson & Doremus Investment Management
Vermont
$28.1M +$755K +8,586 +3%

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.