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Vanguard Total Bond Market

928 hedge funds and large institutions have $34.2B invested in Vanguard Total Bond Market in 2020 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 450 increasing their positions, 253 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 60

78% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 253

55% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $2.13M

12% more capital invested

Capital invested by funds: $30.5B → $34.2B (+$3.62B)

5% more funds holding

Funds holding: 885928 (+43)

0.4% less ownership

Funds ownership: 61.37%60.96% (-0.4%)

3% less funds holding in top 10

Funds holding in top 10: 158154 (-4)

Holders
928
Holders Change
+43
Holders Change %
+4.86%
% of All Funds
19.02%
Holding in Top 10
154
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.53%
% of All Funds
3.16%
New
111
Increased
450
Reduced
253
Closed
60
Calls
$3.31M
Puts
$2.13M
Net Calls
+$1.18M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.8B -$142M -1,621,307 -5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.06B -$2.77M -31,655 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$1.95B +$15.4M +175,618 +0.8%
LPL Financial
4
LPL Financial
California
$1.76B +$203M +2,320,509 +13%
Wells Fargo
5
Wells Fargo
California
$1.65B -$184M -2,099,387 -10%
MFRM
6
Milliman Financial Risk Management
Illinois
$1.61B +$497M +5,686,643 +46%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.35B -$132M -1,514,233 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.32B +$14.2M +162,897 +1%
Bank of America
9
Bank of America
North Carolina
$1.23B +$612M +7,000,938 +102%
BlackRock
10
BlackRock
New York
$1.07B -$6.48M -74,110 -0.6%
SEI Investments
11
SEI Investments
Pennsylvania
$1.03B -$26.9M -307,854 -3%
QI
12
QS Investors
New York
$849M +$97.8M +1,118,525 +13%
Vanguard Group
13
Vanguard Group
Pennsylvania
$641M +$23.2M +265,524 +4%
Creative Planning
14
Creative Planning
Kansas
$636M +$305M +3,485,510 +94%
MIS
15
Morningstar Investment Services
Illinois
$538M +$60.7M +694,008 +13%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$533M +$19M +216,907 +4%
RIG
17
RiverFront Investment Group
Virginia
$413M -$15.5M -177,240 -4%
AF
18
Allworth Financial
California
$411M +$75.8M +866,648 +23%
State Street
19
State Street
Massachusetts
$379M +$14.2M +162,594 +4%
Ameriprise
20
Ameriprise
Minnesota
$374M +$38M +435,073 +11%
Goldman Sachs
21
Goldman Sachs
New York
$344M +$8.51M +97,327 +3%
M&T Bank
22
M&T Bank
New York
$339M +$28.6M +326,748 +9%
UBS Group
23
UBS Group
Switzerland
$331M +$37.2M +425,951 +13%
LNC
24
Lincoln National Corp
Pennsylvania
$301M -$7.43M -85,026 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$260M -$159M -1,816,239 -38%

BND Hedge Fund Activity: Q2 2020 in Review

928 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2020, worth a combined $34.2B — up 12% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new BND positions and 60 closed out — a net gain of 51 holders — while 450 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $612M. The largest seller was Citadel Advisors, exiting entirely with an estimated $249M sold.

  • 928 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2020, up from 885 in Q1 2020.
  • Funds reported $34.2B of Vanguard Total Bond Market stock for Q2 2020, up 12% quarter-over-quarter.
  • 111 funds opened new Vanguard Total Bond Market positions in Q2 2020 and 60 closed out, a net change of +51 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2020 was Bank of America, an estimated $612M added.
  • The largest Vanguard Total Bond Market seller in Q2 2020 was Citadel Advisors, an estimated $249M sold.

Based on aggregated 13F filings for Q2 2020.