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Vanguard Total Bond Market

675 hedge funds and large institutions have $25.9B invested in Vanguard Total Bond Market in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 286 increasing their positions, 240 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

19% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 240

2.29% more ownership

Funds ownership: 68.17%70.46% (+2.3%)

1% more funds holding

Funds holding: 668675 (+7)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$547M)

6% less call options, than puts

Call options by funds: $464K | Put options by funds: $496K

8% less funds holding in top 10

Funds holding in top 10: 134123 (-11)

Holders
675
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
15.47%
Holding in Top 10
123
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.21%
% of All Funds
2.82%
New
72
Increased
286
Reduced
240
Closed
60
Calls
$464K
Puts
$496K
Net Calls
-$32K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
ZF
351
Zhang Financial
Michigan
$980K +$63.2K +790 +7%
WPIC
352
White Pine Investment Company
Michigan
$980K +$67.4K +842 +7%
GBT
353
Grove Bank & Trust
Florida
$980K +$114K +1,421 +13%
LPT
354
Legacy Private Trust
Wisconsin
$968K -$3.35M -41,822 -78%
CPO
355
Cerity Partners OCIO
New York
$966K -$13.8M -172,036 -93%
AF
356
Affiance Financial
Minnesota
$966K -$7.47M -93,268 -89%
DCM
357
Dimension Capital Management
Florida
$960K
ATC
358
Adirondack Trust Company
New York
$948K +$76K +950 +9%
BAM
359
Bruderman Asset Management
New York
$942K -$5.28K -66 -0.6%
CSIC
360
Clifford Swan Investment Counsel
California
$934K
CIBC World Market
361
CIBC World Market
Ontario, Canada
$933K +$935K +11,676 New
1832 Asset Management
362
1832 Asset Management
Ontario, Canada
$907K -$272K -3,400 -23%
PA
363
PFG Advisors
Arizona
$905K +$127K +1,584 +16%
SGCA
364
Steel Grove Capital Advisors
Tennessee
$904K
TTWM
365
TCV Trust & Wealth Management
Virginia
$897K -$30K -375 -3%
IWP
366
Icon Wealth Partners
Texas
$896K -$633K -7,904 -41%
KA
367
Kovack Advisors
Florida
$893K -$77.4K -967 -8%
MIA
368
MainStreet Investment Advisors
Illinois
$893K +$78.8K +985 +10%
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$893K +$78.8K +985 +10%
TSW
370
Thompson Siegel & Walmsley
Virginia
$884K
SNBOSD
371
Security National Bank of So Dak
Iowa
$882K +$367K +4,588 +71%
BJL
372
Brighton Jones LLC
Washington
$870K -$985K -12,301 -53%
RJT
373
Raymond James Trust
Florida
$860K -$103K -1,286 -11%
SE
374
Summit Equities
New Jersey
$845K +$29.8K +372 +4%
Neuberger Berman Group
375
Neuberger Berman Group
New York
$843K

BND Hedge Fund Activity: Q1 2018 in Review

675 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2018, worth a combined $25.9B — up 2.2% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BND positions and 60 closed out — a net gain of 12 holders — while 286 added to existing stakes and 240 trimmed.

The largest buyer was QS Investors, adding an estimated $347M. The largest seller was Wells Fargo, cutting an estimated $205M.

  • 675 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2018, up from 668 in Q4 2017.
  • Funds reported $25.9B of Vanguard Total Bond Market stock for Q1 2018, up 2.2% quarter-over-quarter.
  • 72 funds opened new Vanguard Total Bond Market positions in Q1 2018 and 60 closed out, a net change of +12 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2018 was QS Investors, an estimated $347M added.
  • The largest Vanguard Total Bond Market seller in Q1 2018 was Wells Fargo, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2018.