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Vanguard Total Bond Market

583 hedge funds and large institutions have $24.2B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 284 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 174

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $22.7B → $24.2B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 109115 (+6)

2% more funds holding

Funds holding: 570583 (+13)

2.28% more ownership

Funds ownership: 65.35%67.63% (+2.3%)

5% more call options, than puts

Call options by funds: $541K | Put options by funds: $516K

Holders
583
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
2.87%
New
55
Increased
284
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
326
Truepoint Inc
Ohio
$1.04M +$71.1K +867 +7%
SFA
327
Sequoia Financial Advisors
Ohio
$1.03M +$13.5K +165 +1%
HFS
328
HL Financial Services
Kentucky
$1.01M +$318K +3,873 +46%
PMFA
329
Plante Moran Financial Advisors
Michigan
$1.01M
IA
330
IndexIQ Advisors
New York
$1M +$989K +12,059 +7,264%
DCM
331
Dimension Capital Management
Florida
$984K
BAM
332
Bruderman Asset Management
New York
$978K +$93.4K +1,138 +11%
CSIC
333
Clifford Swan Investment Counsel
California
$977K
CS
334
Comerica Securities
Michigan
$976K +$161K +1,964 +20%
RJT
335
Raymond James Trust
Florida
$970K -$49.4K -602 -5%
TTWM
336
TCV Trust & Wealth Management
Virginia
$950K
ZF
337
Zhang Financial
Michigan
$945K
MAS
338
Managed Account Services
Florida
$940K +$1.23K +15 +0.1%
BAC
339
Boys Arnold & Co
North Carolina
$939K -$225K -2,740 -19%
SGCA
340
Steel Grove Capital Advisors
Tennessee
$927K -$10.7K -130 -1%
CWM
341
Cahaba Wealth Management
Georgia
$919K +$920K +11,211 New
WPIC
342
White Pine Investment Company
Michigan
$911K +$8.61K +105 +1%
ATC
343
Adirondack Trust Company
New York
$905K +$31.6K +385 +4%
KeyBank National Association
344
KeyBank National Association
Ohio
$885K +$46.8K +571 +6%
DCM
345
DeGreen Capital Management
Arizona
$874K -$113K -1,375 -11%
TSW
346
Thompson Siegel & Walmsley
Virginia
$871K +$151K +1,840 +21%
DSC
347
Duncker Streett & Co
Missouri
$866K -$32.4K -395 -4%
Neuberger Berman Group
348
Neuberger Berman Group
New York
$864K -$15.9K -194 -2%
AA
349
Apriem Advisors
California
$861K -$734K -8,943 -46%
CTA
350
Chesley Taft & Associates
Illinois
$860K -$20.5K -250 -2%

BND Hedge Fund Activity: Q3 2017 in Review

583 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2017, worth a combined $24.2B — up 6.6% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BND positions and 35 closed out — a net gain of 20 holders — while 284 added to existing stakes and 174 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $681M. The largest seller was Toews Corporation, cutting an estimated $85.5M.

  • 583 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2017, up from 570 in Q2 2017.
  • Funds reported $24.2B of Vanguard Total Bond Market stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 55 funds opened new Vanguard Total Bond Market positions in Q3 2017 and 35 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2017 was Envestnet Asset Management, an estimated $681M added.
  • The largest Vanguard Total Bond Market seller in Q3 2017 was Toews Corporation, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2017.