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Vanguard Total Bond Market

435 hedge funds and large institutions have $14.3B invested in Vanguard Total Bond Market in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.67M

12% more funds holding in top 10

Funds holding in top 10: 7887 (+9)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 156

0% less funds holding

Funds holding: 436435 (-1)

11.63% less ownership

Funds ownership: 69.05%57.42% (-12%)

20% less capital invested

Capital invested by funds: $18B → $14.3B (-$3.68B)

Holders
435
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
12.14%
Holding in Top 10
87
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.54%
% of All Funds
2.43%
New
39
Increased
171
Reduced
156
Closed
35
Calls
$2.3M
Puts
$1.67M
Net Calls
+$630K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Empirical Wealth Management
Washington
$339K +$2.04K +25 +0.6%
HPC
327
HM Payson & Co
Maine
$331K +$329K +4,036 New
FMWA
328
Forvis Mazars Wealth Advisors
Missouri
$330K -$59.3K -728 -15%
FANJ
329
Financial Architects (New Jersey)
New Jersey
$328K -$47.3K -580 -13%
AA
330
Ancora Advisors
Ohio
$326K +$40.8K +500 +14%
QCMC
331
Quantum Capital Management (California)
California
$321K
CFA
332
Carroll Financial Associates
North Carolina
$320K +$270K +3,318 +566%
LNWWM
333
Laird Norton Wetherby Wealth Management
California
$318K
BSW
334
Buckingham Strategic Wealth
Missouri
$313K -$101K -1,237 -24%
I
335
IberiaBank
Louisiana
$313K -$21.6K -265 -6%
RMDI
336
R.M. Davis Inc
Maine
$305K
APCM
337
Alaska Permanent Capital Management
Alaska
$304K -$34.7M -425,850 -99%
IPC
338
Independent Portfolio Consultants
Florida
$302K +$33K +405 +12%
EGA
339
Eagle Global Advisors
Texas
$300K
LYV
340
Live Your Vision
Pennsylvania
$296K +$26.3K +323 +10%
TF
341
Trutina Financial
Washington
$293K -$16.3K -200 -5%
JSA
342
Jacobson & Schmitt Advisors
Wisconsin
$283K +$11.9K +146 +4%
WSFS
343
Wilmington Savings Fund Society
Delaware
$283K +$282K +3,456 New
PWM
344
Perigon Wealth Management
California
$281K +$280K +3,434 New
BA
345
BKS Advisors
Michigan
$279K
PFS
346
Prospera Financial Services
Texas
$276K +$275K +3,369 New
PMG
347
ProVise Management Group
Florida
$275K +$8.07K +99 +3%
SIM
348
Sigma Investment Management
Oregon
$271K -$49K -601 -15%
TFCP
349
Twin Focus Capital Partners
Massachusetts
$269K
NB
350
NBT Bank
New York
$267K

BND Hedge Fund Activity: Q3 2015 in Review

435 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2015, worth a combined $14.3B — down 20% from $18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BND positions and 35 closed out — a net gain of 4 holders — while 171 added to existing stakes and 156 trimmed.

The largest buyer was QS Investors, adding an estimated $838M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $4.66B sold.

  • 435 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2015, down from 436 in Q2 2015.
  • Funds reported $14.3B of Vanguard Total Bond Market stock for Q3 2015, down 20% quarter-over-quarter.
  • 39 funds opened new Vanguard Total Bond Market positions in Q3 2015 and 35 closed out, a net change of +4 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2015 was QS Investors, an estimated $838M added.
  • The largest Vanguard Total Bond Market seller in Q3 2015 was Aegon USA Investment Management, an estimated $4.66B sold.

Based on aggregated 13F filings for Q3 2015.