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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
MWP
426
MYCIO Wealth Partners
Pennsylvania
$8K
FA
427
FMA Advisory
Pennsylvania
$8K +$8.22K +100 New
FWM
428
Focused Wealth Management
New York
$5K
GWA
429
Genesis Wealth Advisors
Massachusetts
$4.06K
CFA
430
Camarda Financial Advisors
Florida
$3K +$3.13K +38 New
SFPIA
431
Stevens First Principles Investment Advisors
California
$2K
FHC
432
First Heartland Consultants
Missouri
$1.08K -$39.8K -484 -4%
CWM
433
Catamount Wealth Management
Connecticut
$1K
SGC
434
South Georgia Capital
Illinois
$1K
TIM
435
Tortoise Investment Management
New York
$1K +$1.07K +13 +325%
MAS
436
Madden Advisory Services
Florida
$1K +$1.56K +19 New
FNBOO
437
First National Bank of Omaha
Nebraska
$476
BC
438
Brinker Capital
Pennsylvania
-$13.5M -162,046 Closed
OC
439
Oppenheimer & Co
New York
-$12.6M -151,721 Closed
SCM
440
Stonehearth Capital Management
Massachusetts
-$9.56M -114,638 Closed
CG
441
Carlyle Group
District of Columbia
-$7.91M -94,830 Closed
Millennium Management
442
Millennium Management
New York
-$7M -83,981 Closed
CIBC World Market
443
CIBC World Market
Ontario, Canada
-$3.65M -43,721 Closed
Truist Financial
444
Truist Financial
North Carolina
-$3.12M -37,458 Closed
NG
445
NatWest Group
United Kingdom
-$3M -36,000 Closed
ACM
446
Alpha Capital Management
Texas
-$700K -8,500 Closed
LA
447
LVW Advisors
New York
-$550K -6,600 Closed
AW
448
ACG Wealth
Georgia
-$525K -6,293 Closed
B
449
Bailard
California
-$494K -5,923 Closed
HJA
450
Hugh Johnson Advisors
New York
-$379K -4,550 Closed

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.