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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
BRWA
251
B. Riley Wealth Advisors
Florida
$2.77M +$490K +6,124 +21%
EWA
252
Exencial Wealth Advisors
Oklahoma
$2.76M +$10.9K +136 +0.4%
CHAM
253
Clear Harbor Asset Management
Connecticut
$2.74M +$238K +2,970 +9%
BUB
254
BBVA USA Bancshares
Texas
$2.72M +$1.03M +12,897 +61%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$2.71M -$1.93M -24,116 -42%
FMC
256
First Merchants Corp
Indiana
$2.67M
AC
257
Abbrea Capital
California
$2.67M +$161K +2,005 +6%
PFS
258
Prospera Financial Services
Texas
$2.64M +$499K +6,236 +23%
Comerica Bank
259
Comerica Bank
Texas
$2.64M +$1.03M +12,819 +62%
CFIA
260
Cantor Fitzgerald Investment Advisors
New York
$2.61M -$82.9K -1,036 -3%
FHA
261
Flagship Harbor Advisors
Massachusetts
$2.59M -$74.1K -926 -3%
AIM
262
Advantage Investment Management
Iowa
$2.52M +$316K +3,946 +14%
SPC
263
Sigma Planning Corp
Michigan
$2.49M -$146K -1,822 -6%
GAM
264
Gould Asset Management
California
$2.48M +$694K +8,675 +39%
PWMAG
265
Pinnacle Wealth Management Advisory Group
New Jersey
$2.47M -$146K -1,826 -6%
QA
266
Quantitative Advantage
Minnesota
$2.47M -$2.54M -31,670 -51%
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$2.46M +$1.41M +17,618 +134%
FHC
268
First Heartland Consultants
Missouri
$2.43M -$82.3K -1,028 -3%
RW
269
REDW Wealth
New Mexico
$2.43M -$32.8K -410 -1%
NSB
270
Norway Savings Bank
Maine
$2.4M +$174K +2,170 +8%
GBBWRPM
271
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.34M +$2.34M +29,241 New
EK
272
Evensky & Katz
Florida
$2.32M +$560 +7 +0%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$2.31M +$2.32M +28,952 New
BC
274
Bartlett & Co
Ohio
$2.31M -$893K -11,150 -28%
WIA
275
Wealthstreet Investment Advisors
Texas
$2.29M -$120K -1,501 -5%

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.