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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
QCMC
326
Quantum Capital Management (California)
California
$318K -$23.2K -282 -7%
SIM
327
Sigma Investment Management
Oregon
$318K
NFG
328
Next Financial Group
Texas
$316K +$19.1K +232 +6%
BJL
329
Brighton Jones LLC
Washington
$315K -$13.6K -165 -4%
LNWWM
330
Laird Norton Wetherby Wealth Management
California
$315K +$29.6K +360 +10%
PAS
331
Partnervest Advisory Services
California
$309K +$313K +3,804 New
TF
332
Trutina Financial
Washington
$307K -$48.5K -590 -14%
RMDI
333
R.M. Davis Inc
Maine
$303K -$35.8K -435 -10%
WAS
334
Winch Advisory Services
Wisconsin
$300K +$294K +3,578 +3,283%
BJ
335
Brouwer & Janachowski
California
$298K +$5.59K +68 +2%
EGA
336
Eagle Global Advisors
Texas
$297K
BRWA
337
B. Riley Wealth Advisors
Florida
$294K +$296K +3,604 New
HFS
338
HL Financial Services
Kentucky
$293K -$213K -2,592 -42%
FAT
339
First American Trust
California
$289K +$293K +3,560 New
AA
340
Ancora Advisors
Ohio
$283K +$286K +3,479 New
BA
341
BKS Advisors
Michigan
$276K -$288K -3,505 -51%
TYCC
342
Texas Yale Capital Corp
Florida
$270K +$658 +8 +0.2%
JSA
343
Jacobson & Schmitt Advisors
Wisconsin
$269K -$1.81K -22 -0.7%
TFCP
344
Twin Focus Capital Partners
Massachusetts
$267K
IPC
345
Independent Portfolio Consultants
Florida
$266K -$3.29K -40 -1%
LYV
346
Live Your Vision
Pennsylvania
$266K +$271K +3,290 New
NB
347
NBT Bank
New York
$265K -$174K -2,110 -39%
PMG
348
ProVise Management Group
Florida
$265K +$268K +3,260 New
GIA
349
Guyasuta Investment Advisors
Pennsylvania
$262K
NFG
350
Noven Financial Group
Colorado
$259K +$31.7K +386 +14%

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.