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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
WA
301
WFG Advisors
Texas
$437K +$251K +3,055 +132%
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$418K
NA
303
Nottingham Advisors
New York
$417K -$587K -7,132 -58%
HS
304
Huntington Steele
Pennsylvania
$413K +$82.6K +1,004 +25%
BSW
305
Buckingham Strategic Wealth
Missouri
$411K +$415K +5,052 New
BPC
306
Banque Pictet & Cie
Switzerland
$406K +$411K +5,000 New
MHS
307
M Holdings Securities
Oregon
$401K -$124K -1,509 -23%
VC
308
Vicus Capital
Pennsylvania
$398K -$41.8K -508 -9%
CYG
309
Clean Yield Group
Vermont
$396K +$401K +4,877 New
CNB
310
City National Bank
California
$392K -$54.4K -661 -12%
FMWA
311
Forvis Mazars Wealth Advisors
Missouri
$386K -$46.7K -568 -11%
TNBTD
312
Trustmark National Bank Trust Department
Mississippi
$380K
DBIA
313
Dumont & Blake Investment Advisors
New Jersey
$374K -$51K -620 -12%
DIA
314
Denver Investment Advisors
Colorado
$374K
FANJ
315
Financial Architects (New Jersey)
New Jersey
$373K +$76K +924 +25%
OAM
316
Occidental Asset Management
California
$372K
SS
317
Simplicity Solutions
Minnesota
$367K +$9.71K +118 +3%
CTB
318
Country Trust Bank
Illinois
$365K -$41.5K -505 -10%
FNB
319
Farmers National Bank
Kentucky
$359K +$73.7K +896 +25%
HCA
320
Harbour Capital Advisors
Virginia
$348K
WS
321
Wedbush Securities
California
$347K -$42K -511 -11%
ECM
322
Exchange Capital Management
Michigan
$340K +$83.5K +1,015 +32%
GP
323
Girard Partners
Pennsylvania
$336K -$55.8K -679 -14%
EWM
324
Empirical Wealth Management
Washington
$334K +$2.14K +26 +0.6%
I
325
IberiaBank
Louisiana
$332K -$2.26M -27,459 -87%

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.