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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
JVBC
351
J.V. Bruni & Co
Colorado
$254K -$192K -2,340 -43%
CCS
352
Crosspoint Capital Strategies
California
$250K -$58.5K -711 -19%
WCM
353
Windham Capital Management
Massachusetts
$249K -$1.11M -13,472 -81%
ECM
354
Evergreen Capital Management
Washington
$242K +$244K +2,972 New
EWA
355
EP Wealth Advisors
California
$235K -$141K -1,715 -37%
SAM
356
Shamrock Asset Management
Texas
$228K +$230K +2,801 New
SSB
357
Sandy Spring Bank
Maryland
$226K -$72.8K -885 -24%
UF
358
Univest Financial
Pennsylvania
$225K +$27.2K +331 +14%
BAM
359
Barrett Asset Management
New York
$222K +$164K +2,000 +271%
NC
360
NewSquare Capital
Pennsylvania
$221K +$198K +2,410 +772%
BFA
361
Bragg Financial Advisors
North Carolina
$220K +$223K +2,709 New
NI
362
Numeric Investors
Massachusetts
$219K -$288K -3,500 -56%
BW
363
Bison Wealth
Georgia
$216K +$220K +2,673 New
FF
364
Friedenthal Financial
New Jersey
$214K -$7.52M -91,474 -97%
FUBT
365
First United Bank & Trust
Maryland
$214K +$217K +2,635 New
ALA
366
Atherton Lane Advisers
California
$210K +$213K +2,585 New
CL
367
Choreo LLC
Illinois
$210K +$213K +2,589 New
VIA
368
Vantage Investment Advisors
Pennsylvania
$205K -$53K -645 -20%
MBT
369
Montecito Bank & Trust
California
$200K
LNB
370
Ledyard National Bank
$195K
AC
371
Alexandria Capital
Virginia
$172K +$127K +1,541 +268%
PSI
372
Pinnacle Summer Investments
Virginia
$163K -$451K -5,484 -73%
SA
373
SRH Advisors
Kansas
$154K
AIM
374
AMI Investment Management
Indiana
$152K +$154K +1,875 New
ASN
375
Advisory Services Network
Georgia
$145K

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.