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Vanguard Total Bond Market

521 hedge funds and large institutions have $20.4B invested in Vanguard Total Bond Market in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $480K | Put options by funds: $253K

83% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 143

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

3% more funds holding

Funds holding: 508521 (+13)

3% less capital invested

Capital invested by funds: $21.1B → $20.4B (-$660M)

3.57% less ownership

Funds ownership: 66.93%63.36% (-3.6%)

6% less funds holding in top 10

Funds holding in top 10: 10498 (-6)

Holders
521
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.9%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
2.61%
New
46
Increased
262
Reduced
143
Closed
29
Calls
$480K
Puts
$253K
Net Calls
+$227K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
276
Avidian Wealth Enterprises
Texas
$1.22M +$1.22M +14,438 New
GWA
277
Guidant Wealth Advisors
Illinois
$1.21M +$1.22M +14,449 New
CTA
278
Chesley Taft & Associates
Illinois
$1.2M -$474K -5,630 -28%
PFS
279
Prospera Financial Services
Texas
$1.16M +$185K +2,192 +19%
SFG
280
SNS Financial Group
Minnesota
$1.16M +$341K +4,049 +42%
AAM
281
Autus Asset Management
Arizona
$1.15M +$34.9K +415 +3%
DWM
282
Destination Wealth Management
California
$1.13M -$705K -8,381 -39%
CAL
283
Capital Analysts LLC
Pennsylvania
$1.11M -$400K -4,748 -26%
FHA
284
First Horizon Advisors
Tennessee
$1.11M +$37.1K +441 +3%
FIM
285
Freedom Investment Management
Connecticut
$1.1M -$92.7K -1,101 -8%
GC
286
Grimes & Company
Massachusetts
$1.09M -$76.8K -912 -7%
HIS
287
Horizon Investment Services
Indiana
$1.08M -$14.7K -175 -1%
Cetera Investment Advisers
288
Cetera Investment Advisers
Illinois
$1.08M -$163K -1,935 -13%
GC
289
Gratus Capital
Georgia
$1.06M +$1.06M +12,617 New
EAMA
290
EFG Asset Management (Americas)
Florida
$1.05M +$229K +2,716 +28%
TTWM
291
TCV Trust & Wealth Management
Virginia
$1.04M +$24.8K +295 +2%
BWM
292
Bernicke Wealth Management
Wisconsin
$1.04M -$53.9K -640 -5%
ZF
293
Zhang Financial
Michigan
$1.04M +$21.1K +251 +2%
GJIC
294
Gamble Jones Investment Counsel
California
$1.03M +$145K +1,720 +16%
V
295
Veritable
Delaware
$1.03M -$557K -6,620 -35%
ANBT
296
American National Bank & Trust
Texas
$1.02M +$287K +3,404 +39%
PMFA
297
Plante Moran Financial Advisors
Michigan
$1.01M
MWM
298
Modera Wealth Management
New Jersey
$996K -$62.7K -745 -6%
SPWA
299
SteelBridge Private Wealth Advisors
Florida
$995K
CSIC
300
Clifford Swan Investment Counsel
California
$967K

BND Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2016, worth a combined $20.4B — down 3.1% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BND positions and 29 closed out — a net gain of 17 holders — while 262 added to existing stakes and 143 trimmed.

The largest buyer was Wells Fargo, adding an estimated $213M. The largest seller was Windhaven Investment Management, cutting an estimated $317M.

  • 521 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2016, up from 508 in Q2 2016.
  • Funds reported $20.4B of Vanguard Total Bond Market stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Bond Market positions in Q3 2016 and 29 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2016 was Wells Fargo, an estimated $213M added.
  • The largest Vanguard Total Bond Market seller in Q3 2016 was Windhaven Investment Management, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2016.