We are live on ! Find out more
BND icon

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
SCM
126
Stordahl Capital Management
Colorado
$26.5M +$951K +10,731 +4%
FA
127
FDx Advisors
Illinois
$25.2M -$1.91M -21,599 -7%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$25M +$3.43M +38,712 +16%
CA
129
Cetera Advisors
Colorado
$24.2M +$2.16M +24,312 +10%
BWL
130
Bogart Wealth LLC
Virginia
$23.9M +$2.52M +28,437 +12%
BWA
131
BDO Wealth Advisors
Florida
$23.6M +$1.09M +12,287 +5%
GW
132
GW & Wade
Massachusetts
$21.9M +$4.06M +45,810 +23%
TCM
133
TD Capital Management
Tennessee
$21.6M +$2.92M +32,889 +15%
CI
134
Conning Inc
Connecticut
$21.3M +$7.31M +82,490 +52%
SFG
135
SNS Financial Group
Minnesota
$21.2M +$3.7M +41,770 +21%
TFF
136
The Family Firm
Maryland
$21.1M +$623K +7,022 +3%
US Bancorp
137
US Bancorp
Minnesota
$21.1M -$456K -5,140 -2%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$20.8M +$4.65M +52,493 +29%
CA
139
Cambridge Associates
Massachusetts
$20.7M +$1.97M +22,219 +10%
PFM
140
Phillips Financial Management
Indiana
$20.5M +$116K +1,312 +0.6%
BIA
141
BHK Investment Advisors
Alabama
$20.4M +$2.35M +26,454 +13%
S
142
SignatureFD
Georgia
$20.4M +$1.02M +11,492 +5%
EI
143
Ellevest Inc
New York
$20.1M +$3.54M +39,876 +21%
HI
144
Horizon Investments
North Carolina
$19.9M +$11.7M +132,111 +140%
ASW
145
Astoria Strategic Wealth
Texas
$19.8M +$3.46M +39,028 +21%
WB
146
WesBanco Bank
West Virginia
$19.8M +$2.22M +25,065 +13%
EPM
147
Elm Partners Management
Pennsylvania
$18.8M -$1.91M -21,508 -9%
B
148
Brightworth
Georgia
$18.7M +$1.7M +19,180 +10%
CB
149
Commerce Bank
Missouri
$18.5M +$11.7M +131,540 +169%
AWM
150
AE Wealth Management
Kansas
$18.1M +$7.14M +80,579 +64%

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.