We are live on ! Find out more
BND icon

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
KIM
126
Karpus Investment Management
New York
$27.8M -$13.6M -154,810 -33%
CA
127
Cetera Advisors
Colorado
$27.6M +$3.37M +38,270 +14%
PFA
128
Pure Financial Advisors
California
$26.9M +$17.3M +196,650 +182%
GW
129
GW & Wade
Massachusetts
$24.3M +$2.4M +27,229 +11%
SF
130
Symphony Financial
Texas
$24.3M +$6.42M +72,938 +36%
DT
131
Daniels + Tansey
Delaware
$23.9M +$19.2M +218,038 +401%
SFG
132
SNS Financial Group
Minnesota
$23.8M +$2.64M +30,009 +12%
SMDAM
133
Sumitomo Mitsui DS Asset Management
Japan
$23.7M -$6.45M -73,321 -21%
TFF
134
The Family Firm
Maryland
$23.6M +$2.78M +31,550 +13%
BIA
135
BHK Investment Advisors
Alabama
$23.5M +$3.14M +35,689 +15%
BWA
136
BDO Wealth Advisors
Florida
$23.5M -$101K -1,143 -0.4%
TCM
137
TD Capital Management
Tennessee
$23.2M +$1.52M +17,290 +7%
ASW
138
Astoria Strategic Wealth
Texas
$23.1M +$3.25M +36,976 +16%
PFM
139
Phillips Financial Management
Indiana
$22.6M +$2.12M +24,055 +10%
FA
140
FDx Advisors
Illinois
$22.6M -$2.59M -29,414 -10%
EI
141
Ellevest Inc
New York
$22.5M +$2.41M +27,336 +12%
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$22.1M +$7.4M +84,065 +50%
B
143
Brightworth
Georgia
$22M +$3.25M +36,909 +17%
US Bancorp
144
US Bancorp
Minnesota
$21.7M +$616K +7,000 +3%
PMA
145
Prudent Man Advisors
Illinois
$21.4M +$3.78M +42,988 +22%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$21.1M +$259K +2,949 +1%
S
147
SignatureFD
Georgia
$20.8M +$491K +5,583 +2%
CWM
148
Cornerstone Wealth Management
Missouri
$20.1M +$2.31M +26,217 +13%
AAS
149
Avantax Advisory Services
Texas
$19.9M -$15.5M -176,485 -44%
AI
150
Atria Investments
North Carolina
$19.6M +$3.4M +38,638 +21%

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.