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Vanguard Total Bond Market

572 hedge funds and large institutions have $20.6B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 237 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 169

14% more funds holding in top 10

Funds holding in top 10: 99113 (+14)

10% more funds holding

Funds holding: 522572 (+50)

1.88% more ownership

Funds ownership: 63.6%65.48% (+1.9%)

0% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$75.8M)

18% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.17M

Holders
572
Holders Change
+50
Holders Change %
+9.58%
% of All Funds
14.3%
Holding in Top 10
113
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.14%
% of All Funds
2.82%
New
107
Increased
237
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
426
Alpha Omega Wealth Management
Virginia
$376K +$381K +4,650 New
HPWM
427
Highland Private Wealth Management
Washington
$370K +$30.2K +369 +9%
GWA
428
Guidant Wealth Advisors
Illinois
$368K -$812K -9,918 -69%
FC
429
FCA Corp
Texas
$363K
BWFM
430
Bridgewater Wealth & Financial Management
Maryland
$362K +$367K +4,478 New
Lido Advisors
431
Lido Advisors
California
$353K +$133K +1,619 +59%
BWA
432
BlueSky Wealth Advisors
North Carolina
$352K +$357K +4,355 New
AA
433
Ancora Advisors
Ohio
$351K +$20.1K +245 +6%
FIM
434
Freedom Investment Management
Connecticut
$349K -$717K -8,759 -67%
HCA
435
Harbour Capital Advisors
Virginia
$346K
OAM
436
Occidental Asset Management
California
$345K +$35K +427 +11%
SIM
437
Sigma Investment Management
Oregon
$345K +$350K +4,271 New
JSA
438
Jacobson & Schmitt Advisors
Wisconsin
$343K -$27.3K -333 -7%
B
439
Brightworth
Georgia
$339K +$343K +4,192 New
EWM
440
Empirical Wealth Management
Washington
$339K +$344K +4,196 New
GEA
441
Glen Eagle Advisors
New Jersey
$332K +$337K +4,109 New
FNB
442
Farmers National Bank
Kentucky
$330K -$1.23K -15 -0.4%
LWM
443
Lyell Wealth Management
California
$328K +$332K +4,054 New
NFG
444
Noven Financial Group
Colorado
$326K -$391K -4,774 -54%
PGFC
445
Peapack-Gladstone Financial Corp
New Jersey
$321K
AWM
446
AllSquare Wealth Management
New York
$318K +$317K +3,875 +5,871%
NA
447
Nottingham Advisors
New York
$316K -$69.8K -852 -18%
DBIA
448
Dumont & Blake Investment Advisors
New Jersey
$309K -$22.9K -280 -7%
CFA
449
CT Financial Advisors
Pennsylvania
$308K +$36.1K +441 +13%
MBT
450
Montecito Bank & Trust
California
$304K +$308K +3,764 New

BND Hedge Fund Activity: Q4 2016 in Review

572 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2016, worth a combined $20.6B — up 0.37% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BND positions and 50 closed out — a net gain of 57 holders — while 237 added to existing stakes and 169 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $535M. The largest seller was Wells Fargo, cutting an estimated $176M.

  • 572 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2016, up from 522 in Q3 2016.
  • Funds reported $20.6B of Vanguard Total Bond Market stock for Q4 2016, up 0.37% quarter-over-quarter.
  • 107 funds opened new Vanguard Total Bond Market positions in Q4 2016 and 50 closed out, a net change of +57 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $535M added.
  • The largest Vanguard Total Bond Market seller in Q4 2016 was Wells Fargo, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2016.