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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
Invesco
376
Invesco
Georgia
$534K -$86.2K -1,053 -14%
RCG
377
Ruane, Cunniff & Goldfarb
New York
$523K +$530K +6,476 New
BWM
378
Braver Wealth Management
Massachusetts
$519K -$8.76K -107 -2%
MGIA
379
Moneta Group Investment Advisors
Missouri
$511K +$518K +6,325 New
TPWA
380
TRUE Private Wealth Advisors
Oregon
$505K -$13.4M -163,048 -96%
NA
381
NewEdge Advisors
Louisiana
$502K -$101K -1,236 -17%
LIA
382
LS Investment Advisors
Michigan
$497K
V
383
Veritable
Delaware
$496K -$500K -6,100 -50%
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$493K +$500K +6,102 New
BL
385
Balentine LLC
Georgia
$492K -$998K -12,187 -67%
NFC
386
Northeast Financial Consultants
Connecticut
$491K +$50.7K +619 +11%
VanEck Associates
387
VanEck Associates
New York
$490K -$214K -2,607 -30%
1832 Asset Management
388
1832 Asset Management
Ontario, Canada
$488K +$247K +3,015 +100%
Charles Schwab
389
Charles Schwab
California
$486K +$492K +6,009 New
FMWA
390
Forvis Mazars Wealth Advisors
Missouri
$477K -$189K -2,305 -28%
TSW
391
Thompson Siegel & Walmsley
Virginia
$475K
OIA
392
Optimum Investment Advisors
Illinois
$473K
TC
393
Trust Company
Kansas
$471K +$478K +5,832 New
CJA
394
C-J Advisory
California
$470K +$3.93K +48 +0.8%
VCAM
395
Van Cleef Asset Management
Ohio
$463K -$15.2K -185 -3%
CFA
396
Carroll Financial Associates
North Carolina
$454K +$124K +1,513 +37%
SNBOSD
397
Security National Bank of So Dak
Iowa
$453K +$108K +1,314 +31%
CAL
398
Capital Advisors Ltd
Ohio
$447K +$453K +5,536 New
TNBTD
399
Trustmark National Bank Trust Department
Mississippi
$445K
NIM
400
Northeast Investment Management
Massachusetts
$443K +$449K +5,485 New

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.