We are live on ! Find out more
BND icon

Vanguard Total Bond Market

774 hedge funds and large institutions have $29.4B invested in Vanguard Total Bond Market in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 383 increasing their positions, 210 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 210

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $27.8B → $29.4B (+$1.58B)

3% more funds holding

Funds holding: 755774 (+19)

2% more funds holding in top 10

Funds holding in top 10: 122125 (+3)

2.11% less ownership

Funds ownership: 66.94%64.83% (-2.1%)

20% less call options, than puts

Call options by funds: $928K | Put options by funds: $1.16M

Holders
774
Holders Change
+19
Holders Change %
+2.52%
% of All Funds
16.97%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
2.74%
New
80
Increased
383
Reduced
210
Closed
52
Calls
$928K
Puts
$1.16M
Net Calls
-$236K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
276
Omnia Family Wealth
Florida
$2.98M
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$2.97M +$257K +3,067 +10%
PFT
278
Providence First Trust
Arizona
$2.94M +$177K +2,115 +6%
BCA
279
Bernzott Capital Advisors
California
$2.92M
LWM
280
Lenox Wealth Management
Ohio
$2.88M +$375K +4,477 +15%
PB
281
Pinnacle Bancorp
Nebraska
$2.87M +$8.21K +98 +0.3%
BPA
282
Beacon Pointe Advisors
California
$2.83M +$469K +5,593 +20%
PG
283
Proffitt & Goodson
Tennessee
$2.8M +$90.5K +1,079 +3%
FMC
284
First Merchants Corp
Indiana
$2.8M
CPIG
285
Chicago Partners Investment Group
Illinois
$2.79M +$1.93K +23 +0.1%
RMC
286
Regis Management Company
California
$2.68M
AWM
287
AE Wealth Management
Kansas
$2.63M +$1.61M +19,227 +161%
WLIM
288
White Lighthouse Investment Management
Massachusetts
$2.6M +$183K +2,178 +8%
FM
289
Foster & Motley
Ohio
$2.44M +$100K +1,195 +4%
CANC
290
Culbertson A N & Co
Virginia
$2.41M -$9.22K -110 -0.4%
APA
291
American Portfolios Advisors
New York
$2.41M +$419K +5,000 +21%
NSIM
292
North Star Investment Management
Illinois
$2.38M +$34.9K +416 +1%
DI
293
DFPG Investments
Utah
$2.36M +$1.17M +14,001 +101%
SPC
294
Sigma Planning Corp
Michigan
$2.36M +$1.06M +12,673 +83%
JWA
295
JFS Wealth Advisors
Pennsylvania
$2.36M -$658K -7,846 -22%
CFGS
296
Concourse Financial Group Securities
Alabama
$2.34M -$3.68M -43,875 -61%
PAS
297
Park Avenue Securities
New York
$2.3M +$2.29M +27,290 New
LRIA
298
Leonard Rickey Investment Advisors
Washington
$2.26M +$68K +811 +3%
CS
299
Comerica Securities
Michigan
$2.23M +$83.7K +998 +4%
WPIC
300
White Pine Investment Company
Michigan
$2.22M +$207K +2,465 +10%

BND Hedge Fund Activity: Q3 2019 in Review

774 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2019, worth a combined $29.4B — up 5.7% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BND positions and 52 closed out — a net gain of 28 holders — while 383 added to existing stakes and 210 trimmed.

The largest buyer was Wells Fargo, adding an estimated $243M. The largest seller was FDx Advisors, cutting an estimated $87.4M.

  • 774 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2019, up from 755 in Q2 2019.
  • Funds reported $29.4B of Vanguard Total Bond Market stock for Q3 2019, up 5.7% quarter-over-quarter.
  • 80 funds opened new Vanguard Total Bond Market positions in Q3 2019 and 52 closed out, a net change of +28 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2019 was Wells Fargo, an estimated $243M added.
  • The largest Vanguard Total Bond Market seller in Q3 2019 was FDx Advisors, an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2019.