We are live on ! Find out more
BND icon

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
HW
176
Hancock Whitney
Mississippi
$10.3M -$59.4K -707 -0.6%
SIA
177
Sovereign Investment Advisors
Arizona
$10.3M +$10.3M +122,264 New
WSTAM
178
Wilbanks Smith & Thomas Asset Management
Virginia
$10.1M +$1.34M +15,988 +15%
CIM
179
Cambria Investment Management
California
$10.1M -$264K -3,139 -3%
BOH
180
Bank of Hawaii
Hawaii
$10.1M +$36.2K +431 +0.4%
AGA
181
Arkos Global Advisors
Texas
$10.1M +$1.18M +14,052 +13%
AC
182
Alley Company
Illinois
$10M +$283K +3,362 +3%
GRP
183
Global Retirement Partners
California
$9.93M -$251K -2,986 -2%
PBF
184
Petix & Botte Financial
California
$9.85M +$9.88M +117,529 New
LBD
185
Landsberg Bennett & Dubbaneh
Florida
$9.77M -$4.95M -58,844 -34%
FAIM
186
Financial Advocates Investment Management
Washington
$9.63M +$538K +6,394 +6%
NA
187
NewEdge Advisors
Louisiana
$9.62M +$380K +4,516 +4%
MC
188
Miles Capital
Iowa
$9.59M -$239K -2,847 -2%
CISOA
189
Capital Investment Services of America
Wisconsin
$9.15M -$204K -2,432 -2%
B
190
Bridgeworth
Alabama
$9.1M -$406K -4,834 -4%
RCM
191
Rain Capital Management
Oregon
$9.09M +$194K +2,306 +2%
LGWM
192
Litman Gregory Wealth Management
California
$9.01M +$1.34M +15,996 +17%
BHWA
193
Beacon Harbor Wealth Advisors
Virginia
$8.9M +$65.1K +774 +0.7%
IAA
194
Independent Advisor Alliance
North Carolina
$8.8M +$8.47M +100,759 +2,393%
AW
195
Alpha Windward
Massachusetts
$8.73M +$444K +5,285 +5%
GW
196
GW & Wade
Massachusetts
$8.61M +$1.96M +23,288 +29%
FHA
197
Flagship Harbor Advisors
Massachusetts
$8.39M +$2.21M +26,236 +36%
DMC
198
Drexel Morgan & Co
Pennsylvania
$8.34M +$33.7K +401 +0.4%
RG
199
Rathbones Group
United Kingdom
$8.34M +$3.47M +41,282 +71%
FFS
200
Founders Financial Securities
Maryland
$8.21M -$418K -4,977 -5%

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.