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Vanguard Total Bond Market

583 hedge funds and large institutions have $24.2B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 284 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 174

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $22.7B → $24.2B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 109115 (+6)

2% more funds holding

Funds holding: 570583 (+13)

2.28% more ownership

Funds ownership: 65.35%67.63% (+2.3%)

5% more call options, than puts

Call options by funds: $541K | Put options by funds: $516K

Holders
583
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
2.87%
New
55
Increased
284
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$2.27M +$97.6K +1,190 +4%
AF
252
Aldebaran Financial
$2.26M -$103K -1,251 -4%
GW
253
GW & Wade
Massachusetts
$2.26M +$561K +6,835 +33%
RFA
254
Reilly Financial Advisors
California
$2.21M +$272K +3,310 +14%
NSB
255
Norway Savings Bank
Maine
$2.18M +$204K +2,482 +10%
FEG
256
Financial Enhancement Group
Indiana
$2.14M +$89.5K +1,091 +4%
FM
257
Foster & Motley
Ohio
$2.1M +$69.8K +851 +3%
NPC
258
National Planning Corporation
California
$2.08M -$312K -3,803 -13%
NSIM
259
North Star Investment Management
Illinois
$2.08M +$51K +622 +3%
CT
260
Coastline Trust
Rhode Island
$2.06M +$28.7K +350 +1%
SP
261
Sarasin & Partners
United Kingdom
$2.04M
MWP
262
Moller Wealth Partners
$2.04M +$272K +3,320 +15%
MA
263
MUFG Americas
New York
$2.03M -$26.9K -328 -1%
PWM
264
Perigon Wealth Management
California
$2.01M +$1.35M +16,456 +205%
EAM
265
Evanson Asset Management
California
$1.99M +$24.4K +297 +1%
FUBT
266
First United Bank & Trust
Maryland
$1.96M +$155K +1,890 +9%
AC
267
Abbrea Capital
California
$1.96M +$384K +4,675 +24%
ACM
268
AUA Capital Management
Pennsylvania
$1.94M
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$1.9M
Comerica Bank
270
Comerica Bank
Texas
$1.89M -$276K -3,367 -13%
AIA
271
Arbor Investment Advisors
North Carolina
$1.88M +$90.9K +1,108 +5%
ANTB
272
AMG National Trust Bank
Colorado
$1.85M -$611K -7,447 -25%
JCM
273
Janney Capital Management
Pennsylvania
$1.84M +$1.84M +22,408 New
BJL
274
Brighton Jones LLC
Washington
$1.82M +$179K +2,181 +11%
BRWA
275
B. Riley Wealth Advisors
Florida
$1.81M +$276K +3,367 +18%

BND Hedge Fund Activity: Q3 2017 in Review

583 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2017, worth a combined $24.2B — up 6.6% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BND positions and 35 closed out — a net gain of 20 holders — while 284 added to existing stakes and 174 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $681M. The largest seller was Toews Corporation, cutting an estimated $85.5M.

  • 583 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2017, up from 570 in Q2 2017.
  • Funds reported $24.2B of Vanguard Total Bond Market stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 55 funds opened new Vanguard Total Bond Market positions in Q3 2017 and 35 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2017 was Envestnet Asset Management, an estimated $681M added.
  • The largest Vanguard Total Bond Market seller in Q3 2017 was Toews Corporation, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2017.