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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
NES
301
New England Securities
New York
$69K
MAM
302
Meeder Asset Management
Ohio
$68K +$26.6K +325 +64%
LGWM
303
Litman Gregory Wealth Management
California
$61K
AIA
304
Alerus Investment Advisors
Minnesota
$59K
JFA
305
JNBA Financial Advisors
Minnesota
$59K
GIA
306
Global Index Advisors
Georgia
$55K +$54.5K +667 New
WCM
307
Wealthcare Capital Management
Virginia
$53K
VAM
308
Visionary Asset Management
Texas
$51K -$349K -4,270 -87%
FANJ
309
Financial Architects (New Jersey)
New Jersey
$45K +$44.9K +549 New
HPBT
310
High Point Bank & Trust
North Carolina
$41K
MBT
311
Monroe Bank & Trust
Michigan
$38K
BWFA
312
Baltimore-Washington Financial Advisors
Maryland
$34K
Canada Life
313
Canada Life
Manitoba, Canada
$33K +$32.7K +400 New
BBHC
314
Brown Brothers Harriman & Co
New York
$27K
TIM
315
Tortoise Investment Management
New York
$25K +$13.2K +162 +112%
KPCM
316
Kings Point Capital Management
New York
$24K +$24.3K +297 New
EWM
317
Evercore Wealth Management
New York
$20K
PAS
318
Partnervest Advisory Services
California
$19K -$906K -11,081 -98%
PO
319
Private Ocean
California
$14K +$82 +1 +0.6%
WAS
320
Winch Advisory Services
Wisconsin
$13K +$82 +1 +0.6%
NFG
321
Next Financial Group
Texas
$13K +$13.1K +160 New
Northern Trust
322
Northern Trust
Illinois
$13K +$1.27M +15,582 New
BRWA
323
B. Riley Wealth Advisors
Florida
$11.3K +$11.3K +138 New
SNT
324
Security National Trust
West Virginia
$11K
WRM
325
Westport Resources Management
Connecticut
$11K +$10.7K +131 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.