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Vanguard Total Bond Market

774 hedge funds and large institutions have $29.4B invested in Vanguard Total Bond Market in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 383 increasing their positions, 210 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 210

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $27.8B → $29.4B (+$1.58B)

3% more funds holding

Funds holding: 755774 (+19)

2% more funds holding in top 10

Funds holding in top 10: 122125 (+3)

2.11% less ownership

Funds ownership: 66.94%64.83% (-2.1%)

20% less call options, than puts

Call options by funds: $928K | Put options by funds: $1.16M

Holders
774
Holders Change
+19
Holders Change %
+2.52%
% of All Funds
16.97%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
2.74%
New
80
Increased
383
Reduced
210
Closed
52
Calls
$928K
Puts
$1.16M
Net Calls
-$236K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
NSB
351
Norway Savings Bank
Maine
$1.66M -$153K -1,825 -8%
ACS
352
Archford Capital Strategies
Illinois
$1.66M +$23.4K +279 +1%
PAS
353
Partnervest Advisory Services
California
$1.66M +$207K +2,475 +14%
ZF
354
Zhang Financial
Michigan
$1.65M
SBA
355
Secrest Blakey & Associates
North Carolina
$1.64M -$12.6K -150 -0.8%
WB
356
Webster Bank
Connecticut
$1.64M -$94.1K -1,123 -5%
BCWM
357
Bartlett & Co Wealth Management
Ohio
$1.62M -$25.2K -301 -2%
BC
358
Bartlett & Co
Ohio
$1.62M -$25.2K -301 -2%
EF
359
Empirical Finance
Pennsylvania
$1.62M
Fidelity International
360
Fidelity International
Bermuda
$1.61M +$207K +2,475 +15%
SP
361
Sarasin & Partners
United Kingdom
$1.6M +$44.2K +527 +3%
SW
362
SVB Wealth
Massachusetts
$1.6M -$144K -1,720 -8%
PWM
363
Perigon Wealth Management
California
$1.59M -$207K -2,473 -12%
MFW
364
Mosaic Family Wealth
Missouri
$1.59M +$23.3K +278 +2%
Lazard Asset Management
365
Lazard Asset Management
New York
$1.51M
VWA
366
V Wealth Advisors
Kansas
$1.49M +$108K +1,289 +8%
FHA
367
First Horizon Advisors
Tennessee
$1.48M -$149K -1,781 -9%
EAM
368
Evanson Asset Management
California
$1.48M +$1.09K +13 +0.1%
RW
369
REDW Wealth
New Mexico
$1.48M -$110K -1,314 -7%
RWM
370
Ritholtz Wealth Management
New York
$1.48M -$6.87K -82 -0.5%
AFS
371
Access Financial Services
Minnesota
$1.48M +$209K +2,490 +17%
SIAP
372
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.47M +$476K +5,674 +48%
AIM
373
AMI Investment Management
Indiana
$1.47M
FA
374
FC Advisory
Pennsylvania
$1.46M +$13.8K +165 +1%
Squarepoint
375
Squarepoint
New York
$1.46M +$215K +2,562 +17%

BND Hedge Fund Activity: Q3 2019 in Review

774 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2019, worth a combined $29.4B — up 5.7% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BND positions and 52 closed out — a net gain of 28 holders — while 383 added to existing stakes and 210 trimmed.

The largest buyer was Wells Fargo, adding an estimated $243M. The largest seller was FDx Advisors, cutting an estimated $87.4M.

  • 774 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2019, up from 755 in Q2 2019.
  • Funds reported $29.4B of Vanguard Total Bond Market stock for Q3 2019, up 5.7% quarter-over-quarter.
  • 80 funds opened new Vanguard Total Bond Market positions in Q3 2019 and 52 closed out, a net change of +28 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2019 was Wells Fargo, an estimated $243M added.
  • The largest Vanguard Total Bond Market seller in Q3 2019 was FDx Advisors, an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2019.