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Vanguard Total Bond Market

435 hedge funds and large institutions have $14.3B invested in Vanguard Total Bond Market in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.67M

12% more funds holding in top 10

Funds holding in top 10: 7887 (+9)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 156

0% less funds holding

Funds holding: 436435 (-1)

11.63% less ownership

Funds ownership: 69.05%57.42% (-12%)

20% less capital invested

Capital invested by funds: $18B → $14.3B (-$3.68B)

Holders
435
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
12.14%
Holding in Top 10
87
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.54%
% of All Funds
2.43%
New
39
Increased
171
Reduced
156
Closed
35
Calls
$2.3M
Puts
$1.67M
Net Calls
+$630K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
401
Wealthcare Capital Management
Virginia
$53K
WCM
402
Windsor Capital Management
Arizona
$52K +$51.8K +636 New
HI
403
Hudock Inc
Pennsylvania
$50K -$10.4K -127 -17%
JIC
404
Joel Isaacson & Co
New York
$49K
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$46K +$978 +12 +2%
HPBT
406
High Point Bank & Trust
North Carolina
$41K
KCM
407
Karp Capital Management
California
$41K
MBT
408
Monroe Bank & Trust
Michigan
$38K
LWA
409
Lenox Wealth Advisors
New York
$36K +$8.96K +110 +34%
PCTC
410
Perkins Coie Trust Company
Washington
$34K
KPCM
411
Kings Point Capital Management
New York
$27K
PAI
412
Pittenger & Anderson Inc
Nebraska
$27K +$27.2K +334 New
AWM
413
AllSquare Wealth Management
New York
$26K -$20.3K -249 -44%
ClearBridge Investments
414
ClearBridge Investments
New York
$26K
CFN
415
Cordasco Financial Network
Florida
$25K
CC
416
Cassaday & Co
Virginia
$22K -$30.2K -370 -58%
PO
417
Private Ocean
California
$22K +$82 +1 +0.4%
EWM
418
Evercore Wealth Management
New York
$20K
AWS
419
Aris Wealth Services
Pennsylvania
$18K -$3.02K -37 -14%
APSP
420
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K
M
421
MOTCO
Texas
$14K +$13.4K +165 New
KCPG
422
Kavar Capital Partners Group
Kansas
$12K
PSUF
423
People's United Financial
Connecticut
$11K
SNT
424
Security National Trust
West Virginia
$11K
WRM
425
Westport Resources Management
Connecticut
$10K -$245 -3 -2%

BND Hedge Fund Activity: Q3 2015 in Review

435 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2015, worth a combined $14.3B — down 20% from $18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BND positions and 35 closed out — a net gain of 4 holders — while 171 added to existing stakes and 156 trimmed.

The largest buyer was QS Investors, adding an estimated $838M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $4.66B sold.

  • 435 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2015, down from 436 in Q2 2015.
  • Funds reported $14.3B of Vanguard Total Bond Market stock for Q3 2015, down 20% quarter-over-quarter.
  • 39 funds opened new Vanguard Total Bond Market positions in Q3 2015 and 35 closed out, a net change of +4 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2015 was QS Investors, an estimated $838M added.
  • The largest Vanguard Total Bond Market seller in Q3 2015 was Aegon USA Investment Management, an estimated $4.66B sold.

Based on aggregated 13F filings for Q3 2015.