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Vanguard Total Bond Market

572 hedge funds and large institutions have $20.6B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 237 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 169

14% more funds holding in top 10

Funds holding in top 10: 99113 (+14)

10% more funds holding

Funds holding: 522572 (+50)

1.88% more ownership

Funds ownership: 63.6%65.48% (+1.9%)

0% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$75.8M)

18% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.17M

Holders
572
Holders Change
+50
Holders Change %
+9.58%
% of All Funds
14.3%
Holding in Top 10
113
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.14%
% of All Funds
2.82%
New
107
Increased
237
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Apriem Advisors
California
$2.05M -$354K -4,320 -15%
CHAM
252
Clear Harbor Asset Management
Connecticut
$2.01M +$2.04M +24,895 New
AP
253
Advisors Preferred
Maryland
$1.99M +$637K +7,780 +46%
NSIM
254
North Star Investment Management
Illinois
$1.97M +$249K +3,042 +14%
BSW
255
Buckingham Strategic Wealth
Missouri
$1.93M -$86.7K -1,058 -4%
VWM
256
Vector Wealth Management
Minnesota
$1.88M +$270K +3,295 +17%
LFG
257
LifePlan Financial Group
Ohio
$1.86M -$159K -1,937 -8%
FWP
258
Fiduciary Wealth Partners
Massachusetts
$1.84M -$21.3K -260 -1%
FA
259
FC Advisory
Pennsylvania
$1.83M +$8.03K +98 +0.4%
NFG
260
Next Financial Group
Texas
$1.81M -$17.4K -213 -0.9%
W
261
Wealthfront
California
$1.81M -$298K -3,643 -14%
FM
262
Foster & Motley
Ohio
$1.8M +$315K +3,842 +21%
CCM
263
Colorado Capital Management
Colorado
$1.78M -$64.2K -784 -3%
GWM
264
Geneos Wealth Management
Colorado
$1.77M +$50.2K +613 +3%
NSB
265
Norway Savings Bank
Maine
$1.77M +$1.79M +21,893 New
Comerica Bank
266
Comerica Bank
Texas
$1.73M -$673K -8,214 -28%
MFW
267
Mosaic Family Wealth
Missouri
$1.68M +$6.72K +82 +0.4%
AIM
268
Advantage Investment Management
Iowa
$1.66M +$106K +1,298 +7%
IH
269
IFC Holdings
Florida
$1.66M +$870K +10,626 +108%
FWP
270
FAS Wealth Partners
Kansas
$1.65M +$211K +2,576 +14%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$1.64M +$148K +1,803 +10%
SWM
272
SVA Wealth Management
Wisconsin
$1.61M -$544K -6,647 -25%
EAM
273
Evanson Asset Management
California
$1.61M +$88.4K +1,079 +6%
BIM
274
BlackRock Investment Management
Delaware
$1.61M +$1.63M +19,897 New
FEG
275
Financial Enhancement Group
Indiana
$1.57M +$57.8K +706 +4%

BND Hedge Fund Activity: Q4 2016 in Review

572 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2016, worth a combined $20.6B — up 0.37% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BND positions and 50 closed out — a net gain of 57 holders — while 237 added to existing stakes and 169 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $535M. The largest seller was Wells Fargo, cutting an estimated $176M.

  • 572 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2016, up from 522 in Q3 2016.
  • Funds reported $20.6B of Vanguard Total Bond Market stock for Q4 2016, up 0.37% quarter-over-quarter.
  • 107 funds opened new Vanguard Total Bond Market positions in Q4 2016 and 50 closed out, a net change of +57 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $535M added.
  • The largest Vanguard Total Bond Market seller in Q4 2016 was Wells Fargo, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2016.