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Vanguard Total Bond Market

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $13.7B → $15.2B (+$1.5B)

3% more funds holding

Funds holding: 320331 (+11)

2% more funds holding in top 10

Funds holding in top 10: 5657 (+1)

0.96% more ownership

Funds ownership: 74.03%74.99% (+0.96%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.82M

Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.51%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
276
Twin Focus Capital Partners
Massachusetts
$270K
OFS
277
Orrstown Financial Services
Pennsylvania
$267K -$65.4K -800 -20%
I
278
IberiaBank
Louisiana
$267K -$28K -343 -10%
AP
279
Advisor Partners
California
$261K -$11.4K -139 -4%
RW
280
Rand Wealth
Maryland
$259K +$257K +3,146 New
FA
281
FDx Advisors
Illinois
$259K +$258K +3,154 New
ZF
282
Zhang Financial
Michigan
$250K +$13.2K +162 +6%
TYCC
283
Texas Yale Capital Corp
Florida
$249K +$247K +3,024 New
GJIC
284
Gamble Jones Investment Counsel
California
$247K -$7.36K -90 -3%
JIC
285
Johnson Investment Counsel
Ohio
$239K -$29.6K -362 -11%
SA
286
SRH Advisors
Kansas
$230K
BJL
287
Brighton Jones LLC
Washington
$223K +$1.31K +16 +0.6%
IFS
288
Ifrah Financial Services
Arkansas
$202K -$19.9K -243 -9%
WA
289
WealthTrust-Arizona
Arizona
$192K +$14K +171 +8%
VIA
290
Vantage Investment Advisors
Pennsylvania
$184K +$140K +1,715 +327%
PMFA
291
Plante Moran Financial Advisors
Michigan
$169K +$6.05K +74 +4%
RFS
292
Rockefeller Financial Services
New York
$167K -$9.81K -120 -6%
CTB
293
Country Trust Bank
Illinois
$112K +$112K +1,366 New
FA
294
Financial Advantage
Maryland
$111K
BRWM
295
B. Riley Wealth Management
Tennessee
$109K
TSW
296
Thompson Siegel & Walmsley
Virginia
$109K
PFSC
297
Peoples Financial Services Corp
Pennsylvania
$102K +$101K +1,237 New
HI
298
Hudock Inc
Pennsylvania
$101K -$1.8K -22 -2%
VCM
299
Vigilant Capital Management
Maine
$88K +$87.1K +1,066 New
KTC
300
Kistler-Tiffany Companies
Pennsylvania
$80K +$79.6K +974 New

BND Hedge Fund Activity: Q2 2014 in Review

331 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2014, worth a combined $15.2B — up 11% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BND positions and 20 closed out — a net gain of 14 holders — while 146 added to existing stakes and 109 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $202M. The largest seller was State Street, cutting an estimated $76.9M.

  • 331 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2014, up from 320 in Q1 2014.
  • Funds reported $15.2B of Vanguard Total Bond Market stock for Q2 2014, up 11% quarter-over-quarter.
  • 34 funds opened new Vanguard Total Bond Market positions in Q2 2014 and 20 closed out, a net change of +14 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2014 was Jones Financial Companies, an estimated $202M added.
  • The largest Vanguard Total Bond Market seller in Q2 2014 was State Street, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2014.