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Vanguard Total Bond Market

437 hedge funds and large institutions have $18.1B invested in Vanguard Total Bond Market in 2015 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

33% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 141

4% more funds holding

Funds holding: 421437 (+16)

0% more funds holding in top 10

Funds holding in top 10: 7979 (0)

4% less capital invested

Capital invested by funds: $18.9B → $18.1B (-$799M)

4.42% less ownership

Funds ownership: 73.74%69.32% (-4.4%)

Holders
437
Holders Change
+16
Holders Change %
+3.8%
% of All Funds
11.77%
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.13%
New
57
Increased
187
Reduced
141
Closed
34
Calls
$284K
Puts
Net Calls
+$284K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
226
MSI Financial Services
Massachusetts
$1.3M -$334K -4,057 -20%
LJHT
227
Laurie J. Hall Trustee
$1.3M
CCM
228
Coe Capital Management
Illinois
$1.27M +$254K +3,091 +25%
KWMG
229
King Wealth Management Group
Florida
$1.26M -$6.74K -82 -0.5%
CB
230
Chemical Bank
Michigan
$1.25M -$199K -2,425 -14%
KeyBank National Association
231
KeyBank National Association
Ohio
$1.23M -$237K -2,881 -16%
HIS
232
Horizon Investment Services
Indiana
$1.22M -$7.07K -86 -0.6%
EMA
233
Efficient Market Advisors
California
$1.22M -$12.7K -155 -1%
YP
234
Yellowstone Partners
Idaho
$1.19M +$113K +1,372 +10%
LPC
235
Loeb Partners Corp
New York
$1.18M
NSIM
236
North Star Investment Management
Illinois
$1.15M +$18.8K +228 +2%
GWM
237
Gupta Wealth Management
California
$1.15M -$9.95K -121 -0.9%
EAM
238
Evanson Asset Management
California
$1.13M +$75.1K +913 +7%
CFA
239
CT Financial Advisors
Pennsylvania
$1.11M +$10K +122 +0.9%
RJT
240
Raymond James Trust
Florida
$1.11M -$28.1K -342 -2%
AIM
241
Advantage Investment Management
Iowa
$1.11M +$1.01M +12,255 +895%
CSIC
242
Clifford Swan Investment Counsel
California
$1.08M
SI
243
SII Investments
Wisconsin
$1.08M -$905 -11 -0.1%
FEG
244
Financial Enhancement Group
Indiana
$1.07M +$1.09M +13,232 New
EAMA
245
EFG Asset Management (Americas)
Florida
$1.03M +$705K +8,570 +215%
FTIOP
246
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.02M +$31.7K +385 +3%
DSC
247
Duncker Streett & Co
Missouri
$1.02M +$9.87K +120 +1%
AAM
248
Autus Asset Management
Arizona
$990K +$78.8K +958 +9%
FHA
249
First Horizon Advisors
Tennessee
$988K -$88.4K -1,075 -8%
LFG
250
LifePlan Financial Group
Ohio
$973K +$340K +4,138 +53%

BND Hedge Fund Activity: Q2 2015 in Review

437 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2015, worth a combined $18.1B — down 4.2% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BND positions and 34 closed out — a net gain of 23 holders — while 187 added to existing stakes and 141 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $165M. The largest seller was Aegon USA Investment Management, cutting an estimated $434M.

  • 437 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2015, up from 421 in Q1 2015.
  • Funds reported $18.1B of Vanguard Total Bond Market stock for Q2 2015, down 4.2% quarter-over-quarter.
  • 57 funds opened new Vanguard Total Bond Market positions in Q2 2015 and 34 closed out, a net change of +23 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2015 was Jones Financial Companies, an estimated $165M added.
  • The largest Vanguard Total Bond Market seller in Q2 2015 was Aegon USA Investment Management, an estimated $434M sold.

Based on aggregated 13F filings for Q2 2015.