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Vanguard Total Bond Market

435 hedge funds and large institutions have $14.3B invested in Vanguard Total Bond Market in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.67M

12% more funds holding in top 10

Funds holding in top 10: 7887 (+9)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 156

0% less funds holding

Funds holding: 436435 (-1)

11.63% less ownership

Funds ownership: 69.05%57.42% (-12%)

20% less capital invested

Capital invested by funds: $18B → $14.3B (-$3.68B)

Holders
435
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
12.14%
Holding in Top 10
87
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.54%
% of All Funds
2.43%
New
39
Increased
171
Reduced
156
Closed
35
Calls
$2.3M
Puts
$1.67M
Net Calls
+$630K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
226
King Wealth Management Group
Florida
$1.27M -$2.36K -29 -0.2%
FEG
227
Financial Enhancement Group
Indiana
$1.21M +$124K +1,517 +11%
LPC
228
Loeb Partners Corp
New York
$1.19M
RJT
229
Raymond James Trust
Florida
$1.18M +$62.8K +770 +6%
EAM
230
Evanson Asset Management
California
$1.18M +$41K +503 +4%
GWM
231
Gupta Wealth Management
California
$1.16M +$5.3K +65 +0.5%
CCM
232
Coe Capital Management
Illinois
$1.16M -$119K -1,456 -9%
NSIM
233
North Star Investment Management
Illinois
$1.14M -$20.9K -256 -2%
GC
234
Grimes & Company
Massachusetts
$1.11M +$1.11M +13,604 New
YP
235
Yellowstone Partners
Idaho
$1.1M -$95.2K -1,168 -8%
EAMA
236
EFG Asset Management (Americas)
Florida
$1.1M +$74K +908 +7%
DSC
237
Duncker Streett & Co
Missouri
$1.09M +$61.5K +755 +6%
FHC
238
First Heartland Consultants
Missouri
$1.09M -$2.61K -32 -0.2%
EMA
239
Efficient Market Advisors
California
$1.08M -$145K -1,780 -12%
AIM
240
Advantage Investment Management
Iowa
$1.06M -$58.9K -723 -5%
KeyBank National Association
241
KeyBank National Association
Ohio
$1.05M -$188K -2,301 -15%
NG
242
NatWest Group
United Kingdom
$1.04M +$1.03M +12,650 New
AAM
243
Autus Asset Management
Arizona
$1.02M +$19K +233 +2%
CCWA
244
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.01M +$134K +1,648 +15%
FNT
245
First National Trust
Pennsylvania
$999K -$1.08M -13,290 -52%
CFA
246
CT Financial Advisors
Pennsylvania
$988K -$132K -1,616 -12%
PAS
247
Partnervest Advisory Services
California
$969K +$654K +8,028 +211%
NEAM
248
New England Asset Management
Connecticut
$942K
Invesco
249
Invesco
Georgia
$922K -$39.9K -490 -4%
ICAS
250
Investors Capital Advisory Services
Massachusetts
$911K +$88.3K +1,084 +11%

BND Hedge Fund Activity: Q3 2015 in Review

435 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2015, worth a combined $14.3B — down 20% from $18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BND positions and 35 closed out — a net gain of 4 holders — while 171 added to existing stakes and 156 trimmed.

The largest buyer was QS Investors, adding an estimated $838M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $4.66B sold.

  • 435 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2015, down from 436 in Q2 2015.
  • Funds reported $14.3B of Vanguard Total Bond Market stock for Q3 2015, down 20% quarter-over-quarter.
  • 39 funds opened new Vanguard Total Bond Market positions in Q3 2015 and 35 closed out, a net change of +4 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2015 was QS Investors, an estimated $838M added.
  • The largest Vanguard Total Bond Market seller in Q3 2015 was Aegon USA Investment Management, an estimated $4.66B sold.

Based on aggregated 13F filings for Q3 2015.