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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
UBG
351
United Bank (Georgia)
Georgia
$708K +$718K +8,767 New
BFPW
352
BOK Financial Private Wealth
Colorado
$702K -$107K -1,305 -13%
ATC
353
Argent Trust Co
Tennessee
$689K -$10.6K -129 -1%
VWA
354
V Wealth Advisors
Kansas
$685K +$170K +2,075 +32%
NB
355
NBT Bank
New York
$675K
DC
356
Davenport & Co
Virginia
$661K +$43K +525 +7%
GW
357
GW & Wade
Massachusetts
$646K -$45.5K -556 -7%
FF
358
Friedenthal Financial
New Jersey
$642K +$651K +7,949 New
WPIC
359
White Pine Investment Company
Michigan
$636K +$25.4K +310 +4%
SC
360
Scotia Capital
Ontario, Canada
$635K -$102K -1,247 -14%
RBC
361
Ronald Blue & Co
Georgia
$632K -$9.26K -113 -1%
FTS
362
Fifth Third Securities
Ohio
$632K +$641K +7,829 New
IAM
363
Integre Asset Management
New York
$628K +$28.3K +345 +5%
RGC
364
Roberts, Glore & Co
Illinois
$622K +$267K +3,260 +74%
CS
365
Comerica Securities
Michigan
$613K +$124K +1,512 +25%
FNBOO
366
First National Bank of Omaha
Nebraska
$611K +$10.6K +130 +2%
PWM
367
Perigon Wealth Management
California
$580K +$24.5K +299 +4%
Mariner
368
Mariner
Kansas
$572K +$360K +4,395 +164%
SPIA
369
Steward Partners Investment Advisory
New York
$569K +$577K +7,049 New
FANJ
370
Financial Architects (New Jersey)
New Jersey
$561K +$19.2K +235 +4%
ONB
371
Old National Bancorp
Indiana
$552K -$5.98K -73 -1%
GAG
372
GM Advisory Group
New York
$547K +$555K +6,775 New
CIBC World Market
373
CIBC World Market
Ontario, Canada
$546K +$553K +6,756 New
WS
374
Wedbush Securities
California
$545K +$2.54K +31 +0.5%
FI
375
FormulaFolio Investments
Michigan
$539K -$7.85M -95,861 -93%

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.