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
FWM
176
FSA Wealth Management
Massachusetts
$15.6M +$357K +4,058 +2%
BWL
177
Bogart Wealth LLC
Virginia
$15.5M -$8.33M -94,644 -35%
COCM
178
Charter Oak Capital Management
New Hampshire
$15.3M +$15.3M +173,779 New
QA
179
Quantitative Advantage
Minnesota
$15.1M +$2.3M +26,131 +18%
FWA
180
FOCUS Wealth Advisors
Texas
$15M +$15M +170,164 New
MWM
181
McNaughton Wealth Management
California
$14.9M -$451K -5,129 -3%
CL
182
Choreo LLC
Illinois
$14.8M +$1.94M +22,058 +15%
RA
183
Riversedge Advisors
Delaware
$14.8M +$212K +2,405 +1%
TC
184
TAP Consulting
Missouri
$14.7M +$3.81M +43,277 +35%
IWC
185
Integrated Wealth Concepts
Massachusetts
$14.7M +$1.28M +14,529 +10%
WSTAM
186
Wilbanks Smith & Thomas Asset Management
Virginia
$14.7M +$667K +7,583 +5%
CCM
187
Crabel Capital Management
California
$14.7M +$14.3M +162,744 +4,752%
BOH
188
Bank of Hawaii
Hawaii
$14.6M +$3.89M +44,252 +36%
LFA
189
Landmark Financial Advisors
Kentucky
$14.4M -$610K -6,934 -4%
Comerica Bank
190
Comerica Bank
Texas
$14.3M -$195K -2,215 -1%
AC
191
Apella Capital
Connecticut
$13.8M -$711K -8,084 -5%
SC
192
Savant Capital
Illinois
$13.8M +$3.92M +44,590 +40%
DBT
193
Dubuque Bank & Trust
Iowa
$13.7M +$2.07M +23,578 +18%
BFA
194
Brown Financial Advisory
Alabama
$13.5M +$13.4M +152,566 New
NB
195
Nicolet Bankshares
Wisconsin
$13.4M +$871K +9,894 +7%
SIA
196
Sovereign Investment Advisors
Arizona
$13.3M +$91.6K +1,041 +0.7%
ANTB
197
AMG National Trust Bank
Colorado
$13.1M +$1.86M +21,116 +17%
TA
198
Trellis Advisors
Washington
$13M +$1.68M +19,098 +15%
RWA
199
River Wealth Advisors
Pennsylvania
$12.7M -$114K -1,295 -0.9%
RC
200
Roundview Capital
New Jersey
$12.6M +$348K +3,953 +3%

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.