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Vanguard Total Bond Market

437 hedge funds and large institutions have $18.1B invested in Vanguard Total Bond Market in 2015 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

33% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 141

4% more funds holding

Funds holding: 421437 (+16)

0% more funds holding in top 10

Funds holding in top 10: 7979 (0)

4% less capital invested

Capital invested by funds: $18.9B → $18.1B (-$799M)

4.42% less ownership

Funds ownership: 73.74%69.32% (-4.4%)

Holders
437
Holders Change
+16
Holders Change %
+3.8%
% of All Funds
11.77%
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.13%
New
57
Increased
187
Reduced
141
Closed
34
Calls
$284K
Puts
Net Calls
+$284K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
AllSquare Wealth Management
New York
$46K -$162K -1,974 -78%
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$45K +$45.4K +552 New
S
403
SignatureFD
Georgia
$42K -$4.44K -54 -10%
HPBT
404
High Point Bank & Trust
North Carolina
$41K
KCM
405
Karp Capital Management
California
$41K
MBT
406
Monroe Bank & Trust
Michigan
$38K
Simplex Trading
407
Simplex Trading
Illinois
$35K +$30.7K +373 +643%
HF
408
Hoxton Financial
West Virginia
$35K +$35.2K +428 New
PCTC
409
Perkins Coie Trust Company
Washington
$34K +$34.6K +421 New
KPCM
410
Kings Point Capital Management
New York
$27K
LWA
411
Lenox Wealth Advisors
New York
$26K -$9.05K -110 -25%
AP
412
Atwood & Palmer
Missouri
$26K
ClearBridge Investments
413
ClearBridge Investments
New York
$26K +$25.9K +315 New
CFN
414
Cordasco Financial Network
Florida
$25K +$25.1K +305 New
PO
415
Private Ocean
California
$22K +$7.48K +91 +52%
AWS
416
Aris Wealth Services
Pennsylvania
$21K +$247 +3 +1%
EWM
417
Evercore Wealth Management
New York
$20K
Northern Trust
418
Northern Trust
Illinois
$17K +$5.59K +68 +0.3%
APSP
419
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$15.2K +185 New
WA
420
WealthTrust-Arizona
Arizona
$14K
KCPG
421
Kavar Capital Partners Group
Kansas
$12K +$13K +158 New
PSUF
422
People's United Financial
Connecticut
$11K
SNT
423
Security National Trust
West Virginia
$11K
WRM
424
Westport Resources Management
Connecticut
$10K
UFA
425
US Financial Advisors
Massachusetts
$9K -$217K -2,633 -96%

BND Hedge Fund Activity: Q2 2015 in Review

437 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2015, worth a combined $18.1B — down 4.2% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BND positions and 34 closed out — a net gain of 23 holders — while 187 added to existing stakes and 141 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $165M. The largest seller was Aegon USA Investment Management, cutting an estimated $434M.

  • 437 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2015, up from 421 in Q1 2015.
  • Funds reported $18.1B of Vanguard Total Bond Market stock for Q2 2015, down 4.2% quarter-over-quarter.
  • 57 funds opened new Vanguard Total Bond Market positions in Q2 2015 and 34 closed out, a net change of +23 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2015 was Jones Financial Companies, an estimated $165M added.
  • The largest Vanguard Total Bond Market seller in Q2 2015 was Aegon USA Investment Management, an estimated $434M sold.

Based on aggregated 13F filings for Q2 2015.