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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
CANC
276
Culbertson A N & Co
Virginia
$1.79M -$129K -1,568 -7%
GAM
277
Gould Asset Management
California
$1.77M -$68.5K -835 -4%
LFG
278
LifePlan Financial Group
Ohio
$1.73M -$254K -3,092 -13%
CCM
279
Colorado Capital Management
Colorado
$1.73M -$3.53K -43 -0.2%
KWM
280
Kingsview Wealth Management
Oregon
$1.73M +$163K +1,988 +10%
FTS
281
Fifth Third Securities
Ohio
$1.7M +$107K +1,310 +7%
MFWM
282
Motley Fool Wealth Management
Virginia
$1.68M -$395K -4,819 -19%
W
283
Wealthfront
California
$1.65M -$159K -1,939 -9%
BS
284
Banco Santander
Spain
$1.63M +$1.24M +15,106 New
FA
285
FC Advisory
Pennsylvania
$1.63M -$228K -2,780 -12%
TF
286
Tompkins Financial
New York
$1.63M +$8.86K +108 +0.5%
TPWA
287
TRUE Private Wealth Advisors
Oregon
$1.61M -$282K -3,441 -15%
FF
288
Friedenthal Financial
New Jersey
$1.61M +$919K +11,201 +133%
CS
289
Credit Suisse
Switzerland
$1.6M -$4.66M -56,836 -74%
JRP
290
Jasper Ridge Partners
California
$1.59M
KWMG
291
King Wealth Management Group
Florida
$1.57M +$96.5K +1,176 +7%
MFW
292
Mosaic Family Wealth
Missouri
$1.51M -$80.9K -986 -5%
CB
293
Community Bank
New York
$1.5M -$371K -4,524 -20%
DMC
294
Drexel Morgan & Co
Pennsylvania
$1.46M -$54.1K -659 -4%
KC
295
Kingfisher Capital
North Carolina
$1.46M +$7.63K +93 +0.5%
AFS
296
Access Financial Services
Minnesota
$1.43M -$226K -2,750 -14%
BAM
297
Belpointe Asset Management
Nevada
$1.42M +$1.42M +17,360 New
SWM
298
SVA Wealth Management
Wisconsin
$1.37M +$8.2K +100 +0.6%
LPC
299
Loeb Partners Corp
New York
$1.36M
CCM
300
Coe Capital Management
Illinois
$1.34M +$39.4K +480 +3%

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.