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Vanguard Total Bond Market

437 hedge funds and large institutions have $18.1B invested in Vanguard Total Bond Market in 2015 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

33% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 141

4% more funds holding

Funds holding: 421437 (+16)

0% more funds holding in top 10

Funds holding in top 10: 7979 (0)

4% less capital invested

Capital invested by funds: $18.9B → $18.1B (-$799M)

4.42% less ownership

Funds ownership: 73.74%69.32% (-4.4%)

Holders
437
Holders Change
+16
Holders Change %
+3.8%
% of All Funds
11.77%
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.13%
New
57
Increased
187
Reduced
141
Closed
34
Calls
$284K
Puts
Net Calls
+$284K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
F
276
FolioMetrix
Nebraska
$662K -$475K -5,771 -42%
SFG
277
SNS Financial Group
Minnesota
$651K -$66.2K -805 -9%
ST
278
Smithfield Trust
Pennsylvania
$649K -$206K -2,510 -24%
HIMC
279
Heritage Investors Management Corp
Maryland
$644K +$182K +2,208 +39%
RFA
280
Reilly Financial Advisors
California
$641K -$96.2K -1,170 -13%
SCA
281
Salient Capital Advisors
Texas
$638K -$178K -2,165 -22%
GJIC
282
Gamble Jones Investment Counsel
California
$630K +$404K +4,917 +173%
ZF
283
Zhang Financial
Michigan
$629K +$174K +2,110 +37%
ICOA
284
Investment Centers of America
North Dakota
$620K +$13K +158 +2%
Citadel Advisors
285
Citadel Advisors
Florida
$620K +$628K +7,634 New
SIA
286
Spruce Investment Advisors
Connecticut
$616K -$361K -4,393 -37%
ONB
287
Old National Bancorp
Indiana
$616K -$53.5K -650 -8%
MWM
288
Modera Wealth Management
New Jersey
$613K -$51.5K -626 -8%
FBNAT
289
FirstMerit Bank N.A. Trustee
Ohio
$602K -$7.48K -91 -1%
RA
290
RFG Advisory
Alabama
$559K +$566K +6,884 New
AMG
291
Asset Management Group
Connecticut
$551K +$3.45K +42 +0.6%
SWP
292
Stratos Wealth Partners
Ohio
$549K -$700K -8,517 -56%
CIA
293
Choate Investment Advisors
Massachusetts
$544K +$5.35K +65 +1%
HL
294
HeadInvest LLC
Maine
$501K
LIA
295
LS Investment Advisors
Michigan
$500K +$39.1K +475 +8%
VCAM
296
Van Cleef Asset Management
Ohio
$498K -$26.7K -325 -5%
EC
297
Estate Counselors
Wisconsin
$466K
NIM
298
Northeast Investment Management
Massachusetts
$441K
GW
299
GW & Wade
Massachusetts
$440K -$108K -1,319 -20%
HB
300
Homrich & Berg
Georgia
$440K -$103K -1,247 -19%

BND Hedge Fund Activity: Q2 2015 in Review

437 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2015, worth a combined $18.1B — down 4.2% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BND positions and 34 closed out — a net gain of 23 holders — while 187 added to existing stakes and 141 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $165M. The largest seller was Aegon USA Investment Management, cutting an estimated $434M.

  • 437 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2015, up from 421 in Q1 2015.
  • Funds reported $18.1B of Vanguard Total Bond Market stock for Q2 2015, down 4.2% quarter-over-quarter.
  • 57 funds opened new Vanguard Total Bond Market positions in Q2 2015 and 34 closed out, a net change of +23 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2015 was Jones Financial Companies, an estimated $165M added.
  • The largest Vanguard Total Bond Market seller in Q2 2015 was Aegon USA Investment Management, an estimated $434M sold.

Based on aggregated 13F filings for Q2 2015.