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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
SCM
126
Stordahl Capital Management
Colorado
$25.6M +$669K +7,657 +3%
RPGK
127
Retirement Planning Group (Kansas)
Kansas
$24.1M +$23.9M +272,836 New
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.6M +$22.4M +256,014 New
BWA
129
BDO Wealth Advisors
Florida
$22.6M +$2.56M +29,328 +13%
CA
130
Cetera Advisors
Colorado
$22.1M +$2.36M +27,022 +12%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$21.7M +$107K +1,227 +0.5%
US Bancorp
132
US Bancorp
Minnesota
$21.5M +$877K +10,028 +4%
BWL
133
Bogart Wealth LLC
Virginia
$21.4M +$92.2K +1,055 +0.4%
EPM
134
Elm Partners Management
Pennsylvania
$20.8M +$1.67M +19,137 +9%
TFF
135
The Family Firm
Maryland
$20.5M -$374K -4,274 -2%
PFM
136
Phillips Financial Management
Indiana
$20.4M +$1.4M +16,057 +7%
S
137
SignatureFD
Georgia
$19.4M +$2.35M +26,887 +14%
CA
138
Cambridge Associates
Massachusetts
$18.8M +$10M +114,827 +118%
TCM
139
TD Capital Management
Tennessee
$18.8M +$393K +4,501 +2%
BIA
140
BHK Investment Advisors
Alabama
$18.1M +$559K +6,391 +3%
GW
141
GW & Wade
Massachusetts
$17.9M +$5.56M +63,544 +46%
WB
142
WesBanco Bank
West Virginia
$17.6M +$1.73M +19,806 +11%
SFG
143
SNS Financial Group
Minnesota
$17.5M +$514K +5,880 +3%
TFA
144
Transamerica Financial Advisors
Florida
$17M +$16.1M +184,516 +2,198%
B
145
Brightworth
Georgia
$17M +$3.7M +42,364 +28%
EI
146
Ellevest Inc
New York
$16.6M +$2.54M +29,036 +18%
BFA
147
Bluestem Financial Advisors
Illinois
$16.6M +$305K +3,491 +2%
Lido Advisors
148
Lido Advisors
California
$16.5M +$4.47M +51,144 +38%
ASW
149
Astoria Strategic Wealth
Texas
$16.4M +$11.9M +136,146 +276%
AWM
150
Apollon Wealth Management
South Carolina
$16.2M +$945K +10,807 +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.