We are live on ! Find out more
BND icon

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
BWP
426
Baldwin Wealth Partners
Massachusetts
$429K -$138K -1,685 -24%
MC
427
Moors & Cabot
Massachusetts
$426K -$7.63K -93 -2%
PNC
428
Park National Corp
Ohio
$424K +$2.3K +28 +0.5%
AWA
429
Arete Wealth Advisors
Illinois
$424K +$424K +5,169 New
AMG
430
Asset Management Group
Connecticut
$420K +$2.63K +32 +0.6%
SBIA
431
Sheaff Brock Investment Advisors
Indiana
$417K +$417K +5,088 New
JFG
432
JMG Financial Group
Illinois
$411K +$129K +1,575 +46%
CCA
433
Checchi Capital Advisers
California
$407K
TWA
434
TCI Wealth Advisors
Arizona
$403K +$183K +2,229 +83%
HL
435
HeadInvest LLC
Maine
$398K
HPWM
436
Highland Private Wealth Management
Washington
$396K +$15.5K +189 +4%
MWM
437
Modera Wealth Management
New Jersey
$394K
VIP
438
Vantage Investment Partners
Missouri
$391K +$392K +4,780 New
DIA
439
Denver Investment Advisors
Colorado
$388K
OAM
440
Occidental Asset Management
California
$379K
FWP
441
Fiduciary Wealth Partners
Massachusetts
$379K +$984 +12 +0.3%
GBT
442
Grove Bank & Trust
Florida
$372K +$324K +3,944 +657%
FC
443
FCA Corp
Texas
$368K
JCM
444
Jacobi Capital Management
Pennsylvania
$366K +$56.2K +685 +18%
PS
445
Portfolio Solutions
Michigan
$363K +$152K +1,858 +72%
FIAS
446
FinTrust Investment Advisory Services
South Carolina
$362K +$362K +4,413 New
SIM
447
Sigma Investment Management
Oregon
$350K
BUB
448
BBVA USA Bancshares
Texas
$346K -$31.1K -379 -8%
CFA
449
Cahill Financial Advisors
Minnesota
$344K -$54.6K -666 -14%
HIC
450
Holderness Investments Company
North Carolina
$344K +$11.5K +140 +3%

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.