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Vanguard Total Bond Market

572 hedge funds and large institutions have $20.6B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 237 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 169

14% more funds holding in top 10

Funds holding in top 10: 99113 (+14)

10% more funds holding

Funds holding: 522572 (+50)

1.88% more ownership

Funds ownership: 63.6%65.48% (+1.9%)

0% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$75.8M)

18% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.17M

Holders
572
Holders Change
+50
Holders Change %
+9.58%
% of All Funds
14.3%
Holding in Top 10
113
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.14%
% of All Funds
2.82%
New
107
Increased
237
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
301
Partnervest Advisory Services
California
$1.18M -$51.4K -628 -4%
CCM
302
Coe Capital Management
Illinois
$1.18M -$3.28K -40 -0.3%
WT
303
Whittier Trust
California
$1.15M -$47.5K -580 -4%
GC
304
Gratus Capital
Georgia
$1.13M +$114K +1,396 +11%
GC
305
Grimes & Company
Massachusetts
$1.13M +$83.2K +1,016 +8%
RW
306
REDW Wealth
New Mexico
$1.12M +$1.14M +13,892 New
NCM
307
New Capital Management
Texas
$1.12M +$1.13M +13,834 New
FHA
308
First Horizon Advisors
Tennessee
$1.11M
BRWA
309
B. Riley Wealth Advisors
Florida
$1.11M +$293K +3,574 +35%
AAM
310
Autus Asset Management
Arizona
$1.1M +$3.28K +40 +0.3%
PMG
311
ProVise Management Group
Florida
$1.06M +$740K +9,039 +220%
PMFA
312
Plante Moran Financial Advisors
Michigan
$1.04M +$75.8K +926 +8%
Barclays
313
Barclays
United Kingdom
$1.04M -$5.89M -71,923 -85%
EAMA
314
EFG Asset Management (Americas)
Florida
$1.04M +$34.6K +422 +3%
RJT
315
Raymond James Trust
Florida
$1.02M -$465K -5,675 -31%
TTWM
316
TCV Trust & Wealth Management
Virginia
$1.02M +$16K +195 +2%
AIM
317
AMI Investment Management
Indiana
$1.01M +$94.2K +1,150 +10%
UF
318
Univest Financial
Pennsylvania
$999K +$730K +8,910 +258%
ANBT
319
American National Bank & Trust
Texas
$976K -$7.62K -93 -0.8%
GJIC
320
Gamble Jones Investment Counsel
California
$975K -$17.2K -210 -2%
ZF
321
Zhang Financial
Michigan
$957K -$43.7K -533 -4%
CSIC
322
Clifford Swan Investment Counsel
California
$928K
BWM
323
Bernicke Wealth Management
Wisconsin
$926K -$76.6K -935 -8%
SGCA
324
Steel Grove Capital Advisors
Tennessee
$922K +$34.3K +419 +4%
MHS
325
M Holdings Securities
Oregon
$911K +$251K +3,067 +37%

BND Hedge Fund Activity: Q4 2016 in Review

572 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2016, worth a combined $20.6B — up 0.37% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BND positions and 50 closed out — a net gain of 57 holders — while 237 added to existing stakes and 169 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $535M. The largest seller was Wells Fargo, cutting an estimated $176M.

  • 572 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2016, up from 522 in Q3 2016.
  • Funds reported $20.6B of Vanguard Total Bond Market stock for Q4 2016, up 0.37% quarter-over-quarter.
  • 107 funds opened new Vanguard Total Bond Market positions in Q4 2016 and 50 closed out, a net change of +57 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $535M added.
  • The largest Vanguard Total Bond Market seller in Q4 2016 was Wells Fargo, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2016.