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Vanguard Total Bond Market

878 hedge funds and large institutions have $29.9B invested in Vanguard Total Bond Market in 2019 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 385 increasing their positions, 230 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 51

67% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 230

14% more funds holding

Funds holding: 773878 (+105)

7% more funds holding in top 10

Funds holding in top 10: 124133 (+9)

2% more capital invested

Capital invested by funds: $29.2B → $29.9B (+$718M)

6% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.19M

3.02% less ownership

Funds ownership: 64.49%61.48% (-3%)

Holders
878
Holders Change
+105
Holders Change %
+13.58%
% of All Funds
17.3%
Holding in Top 10
133
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.26%
% of All Funds
2.62%
New
168
Increased
385
Reduced
230
Closed
51
Calls
$1.12M
Puts
$1.19M
Net Calls
-$67K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$13M +$936K +11,129 +8%
EI
152
Ellevest Inc
New York
$12.6M +$2.12M +25,240 +20%
RWA
153
River Wealth Advisors
Pennsylvania
$12.6M -$33.4K -397 -0.3%
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$12.3M -$9.86M -117,337 -44%
KIM
155
Karpus Investment Management
New York
$12M +$8.18M +97,318 +210%
Millennium Management
156
Millennium Management
New York
$12M -$1.99M -23,636 -14%
SIA
157
Soltis Investment Advisors
Utah
$11.8M +$11.8M +140,924 New
N
158
Natixis
France
$11.8M +$2.73M +32,447 +30%
Lido Advisors
159
Lido Advisors
California
$11.8M -$279K -3,318 -2%
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$11.7M +$3.91M +46,544 +50%
BP
161
Ballentine Partners
Massachusetts
$11.5M +$44.1K +524 +0.4%
State of Tennessee, Department of Treasury
162
State of Tennessee, Department of Treasury
Tennessee
$11.5M -$589K -7,000 -5%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$11.5M -$247K -2,935 -2%
SBL
164
Sargent Bickham Lagudis
Colorado
$11.5M -$883K -10,506 -7%
ACA
165
Ackerman Capital Advisors
Texas
$11.3M -$1.83M -21,728 -14%
NC
166
NewSquare Capital
Pennsylvania
$11.2M +$288K +3,428 +3%
OPS
167
Orion Portfolio Solutions
Nebraska
$11.1M +$11.1M +131,926 New
TCM
168
TD Capital Management
Tennessee
$10.9M +$8.89M +105,773 +445%
AAS
169
Avantax Advisory Services
Texas
$10.8M +$5.27M +62,679 +95%
LIM
170
Leavell Investment Management
Alabama
$10.7M +$1.42M +16,935 +15%
SPIA
171
Steward Partners Investment Advisory
New York
$10.6M +$900K +10,706 +9%
AUIM
172
Aegon USA Investment Management
Iowa
$10.6M -$84.1K -1,000 -0.8%
TA
173
Trellis Advisors
Washington
$10.5M +$73.8K +878 +0.7%
MWP
174
Moller Wealth Partners
$10.4M -$93.2K -1,109 -0.9%
BWM
175
Benchmark Wealth Management
Connecticut
$10.3M +$10.3M +123,014 New

BND Hedge Fund Activity: Q4 2019 in Review

878 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2019, worth a combined $29.9B — up 2.5% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new BND positions and 51 closed out — a net gain of 117 holders — while 385 added to existing stakes and 230 trimmed.

The largest buyer was Wells Fargo, adding an estimated $328M. The largest seller was M&T Bank, exiting entirely with an estimated $294M sold.

  • 878 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2019, up from 773 in Q3 2019.
  • Funds reported $29.9B of Vanguard Total Bond Market stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 168 funds opened new Vanguard Total Bond Market positions in Q4 2019 and 51 closed out, a net change of +117 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2019 was Wells Fargo, an estimated $328M added.
  • The largest Vanguard Total Bond Market seller in Q4 2019 was M&T Bank, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2019.