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Vanguard Total Bond Market

675 hedge funds and large institutions have $25.9B invested in Vanguard Total Bond Market in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 286 increasing their positions, 240 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

19% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 240

2.29% more ownership

Funds ownership: 68.17%70.46% (+2.3%)

1% more funds holding

Funds holding: 668675 (+7)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$547M)

6% less call options, than puts

Call options by funds: $464K | Put options by funds: $496K

8% less funds holding in top 10

Funds holding in top 10: 134123 (-11)

Holders
675
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
15.47%
Holding in Top 10
123
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.21%
% of All Funds
2.82%
New
72
Increased
286
Reduced
240
Closed
60
Calls
$464K
Puts
$496K
Net Calls
-$32K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$3.79M +$432K +5,397 +13%
DBRC
227
D.B. Root & Company
Pennsylvania
$3.79M -$466K -5,823 -11%
PP
228
PagnatoKarp Partners
Virginia
$3.75M -$634K -7,918 -14%
RMC
229
Regis Management Company
California
$3.73M -$2.81M -35,145 -43%
DJSG
230
D.J. St. Germain
Massachusetts
$3.67M -$236K -2,943 -6%
FPFS
231
First Personal Financial Services
North Carolina
$3.64M -$118K -1,472 -3%
SFG
232
StrategIQ Financial Group
Indiana
$3.53M -$130K -1,622 -4%
PP
233
Prudential plc
United Kingdom
$3.52M +$1.5M +18,700 +74%
DWM
234
Darwin Wealth Management
Florida
$3.5M +$59.8K +747 +2%
CPA
235
Clear Perspective Advisors
Illinois
$3.45M -$514K -6,427 -13%
WP
236
WealthShield Partners
North Carolina
$3.34M -$468K -5,845 -12%
RG
237
Rathbones Group
United Kingdom
$3.26M -$68.6K -857 -2%
HFS
238
HL Financial Services
Kentucky
$3.22M +$3.23M +40,308 New
OFW
239
Omnia Family Wealth
Florida
$3.19M -$2.88M -35,939 -47%
BCA
240
Bernzott Capital Advisors
California
$3.17M -$16K -200 -0.5%
TF
241
Tompkins Financial
New York
$3.16M +$674K +8,418 +27%
LWM
242
Lenox Wealth Management
Ohio
$3.1M -$184K -2,303 -6%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$3.08M +$2.77M +34,650 +899%
GW
244
GW & Wade
Massachusetts
$3.02M +$116K +1,451 +4%
PCG
245
Private Capital Group
Connecticut
$3.02M +$174K +2,176 +6%
Capstone Investment Advisors
246
Capstone Investment Advisors
New York
$2.98M +$414K +5,169 +16%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$2.96M +$301K +3,764 +11%
MHS
248
M Holdings Securities
Oregon
$2.95M -$145K -1,809 -5%
LI
249
Longer Investments
Arkansas
$2.92M -$649K -8,105 -18%
FM
250
Foster & Motley
Ohio
$2.81M +$595K +7,433 +27%

BND Hedge Fund Activity: Q1 2018 in Review

675 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2018, worth a combined $25.9B — up 2.2% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BND positions and 60 closed out — a net gain of 12 holders — while 286 added to existing stakes and 240 trimmed.

The largest buyer was QS Investors, adding an estimated $347M. The largest seller was Wells Fargo, cutting an estimated $205M.

  • 675 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2018, up from 668 in Q4 2017.
  • Funds reported $25.9B of Vanguard Total Bond Market stock for Q1 2018, up 2.2% quarter-over-quarter.
  • 72 funds opened new Vanguard Total Bond Market positions in Q1 2018 and 60 closed out, a net change of +12 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2018 was QS Investors, an estimated $347M added.
  • The largest Vanguard Total Bond Market seller in Q1 2018 was Wells Fargo, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2018.