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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
RGC
376
Roberts, Glore & Co
Illinois
$653K +$115K +1,399 +21%
AWM
377
AllSquare Wealth Management
New York
$649K +$24K +292 +4%
WFWM
378
Wechter Feldman Wealth Management
New Jersey
$648K -$17.1K -208 -3%
VCAM
379
Van Cleef Asset Management
Ohio
$646K +$55K +670 +9%
FNBOO
380
First National Bank of Omaha
Nebraska
$645K +$24.3K +296 +4%
AP
381
Advisor Partners
California
$644K -$45.6K -556 -7%
CCM
382
Canal Capital Management
Virginia
$638K +$115K +1,403 +22%
IAM
383
Integre Asset Management
New York
$637K +$4.59K +56 +0.7%
VWA
384
V Wealth Advisors
Kansas
$634K -$22.1K -270 -3%
OIA
385
OneDigital Investment Advisors
Kansas
$612K -$14.8K -181 -2%
BF
386
BOK Financial
Oklahoma
$607K +$607K +7,402 New
GS
387
Girard Securities
California
$594K -$166K -2,020 -22%
BBA
388
BLB&B Advisors
Pennsylvania
$579K +$37.8K +461 +7%
WIM
389
Westside Investment Management
California
$566K -$16.4K -200 -3%
FANJ
390
Financial Architects (New Jersey)
New Jersey
$558K +$18.1K +221 +3%
NB
391
NBT Bank
New York
$557K
FIM
392
Freedom Investment Management
Connecticut
$557K +$558K +6,798 New
RWP
393
RWA Wealth Partners
Massachusetts
$553K +$3.44K +42 +0.6%
LGWM
394
Litman Gregory Wealth Management
California
$545K -$14.7K -179 -3%
BL
395
Balentine LLC
Georgia
$541K +$24K +292 +5%
CC
396
Courier Capital
New York
$536K
ECM
397
ETrade Capital Management
Virginia
$530K -$264K -3,222 -33%
SNBOSD
398
Security National Bank of So Dak
Iowa
$529K +$36.5K +445 +7%
AF
399
Alerus Financial
North Dakota
$526K +$126K +1,538 +32%
WCM
400
Weatherstone Capital Management
Colorado
$519K -$51.7K -630 -9%

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.