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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
HIS
351
Horizon Investment Services
Indiana
$838K +$12.6K +153 +2%
FWP
352
FAS Wealth Partners
Kansas
$831K -$124K -1,510 -13%
WIC
353
Woodmont Investment Counsel
Tennessee
$822K +$60.8K +741 +8%
Thrivent Financial for Lutherans
354
Thrivent Financial for Lutherans
Minnesota
$815K +$804K +9,800 +6,759%
NFG
355
Next Financial Group
Texas
$800K -$7.31M -89,140 -90%
ONB
356
Old National Bancorp
Indiana
$796K -$1.15K -14 -0.1%
PAS
357
Partnervest Advisory Services
California
$794K -$230K -2,804 -22%
CSM
358
CAMG Solamere Management
North Carolina
$789K
SE
359
Summit Equities
New Jersey
$785K +$471K +5,745 +150%
GP
360
Girard Partners
Pennsylvania
$783K +$258K +3,143 +49%
CGL
361
Clarius Group LLC
Washington
$763K
ZB
362
Zions Bancorporation
Utah
$753K +$127K +1,548 +20%
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$744K
CL
364
Choreo LLC
Illinois
$743K +$14.8K +181 +2%
BIA
365
Barry Investment Advisors
Massachusetts
$741K -$2.79K -34 -0.4%
CWM
366
Connecticut Wealth Management
Connecticut
$735K -$94.9K -1,157 -11%
BA
367
Boston Advisors
Massachusetts
$717K -$3.69M -45,021 -84%
WS
368
Wedbush Securities
California
$701K +$125K +1,529 +22%
CAAS
369
Capital Asset Advisory Services
Michigan
$699K -$3.36K -41 -0.5%
AIM
370
AMI Investment Management
Indiana
$699K
BFPW
371
BOK Financial Private Wealth
Colorado
$697K
BWM
372
Bernicke Wealth Management
Wisconsin
$695K -$174K -2,117 -20%
I
373
IberiaBank
Louisiana
$695K +$194K +2,370 +39%
DC
374
Davenport & Co
Virginia
$663K +$13.1K +160 +2%
RCA
375
Rowland Carmichael Advisors
Arizona
$657K +$249K +3,033 +61%

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.