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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
CJA
401
C-J Advisory
California
$517K +$3.28K +40 +0.6%
NWP
402
Northstar Wealth Partners
Connecticut
$514K +$516K +6,294 New
Koshinski Asset Management
403
Koshinski Asset Management
Illinois
$513K +$10.7K +130 +2%
EAMA
404
EFG Asset Management (Americas)
Florida
$505K -$528K -6,431 -51%
LIA
405
LS Investment Advisors
Michigan
$504K
AFNAS
406
American Financial Network Advisory Services
California
$504K +$504K +6,144 New
KPCM
407
Kings Point Capital Management
New York
$500K +$500K +6,100 New
HS
408
Huntington Steele
Pennsylvania
$493K +$738 +9 +0.1%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$484K +$171K +2,088 +55%
FI
410
FormulaFolio Investments
Michigan
$482K -$194K -2,367 -29%
CTB
411
Country Trust Bank
Illinois
$478K -$149K -1,813 -24%
VCM
412
Versant Capital Management
Arizona
$472K -$83.9K -1,023 -15%
FPB
413
First PREMIER Bank
South Dakota
$472K +$473K +5,762 New
OIA
414
Optimum Investment Advisors
Illinois
$467K
NA
415
NewEdge Advisors
Louisiana
$461K
KA
416
Kovack Advisors
Florida
$459K -$42K -512 -8%
V
417
Veritable
Delaware
$457K +$13.5K +165 +3%
ATC
418
Argent Trust Co
Tennessee
$454K -$123K -1,505 -21%
TNBTD
419
Trustmark National Bank Trust Department
Mississippi
$452K
NI
420
Numeric Investors
Massachusetts
$451K -$32.8K -400 -7%
B
421
Bridgeworth
Alabama
$447K -$6.31M -76,892 -93%
IFWM
422
Institute for Wealth Management
Colorado
$444K -$401K -4,884 -47%
NFP
423
Narus Financial Partners
Utah
$441K +$492 +6 +0.1%
TC
424
Trust Company
Kansas
$434K
JWA
425
JFS Wealth Advisors
Pennsylvania
$430K

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.