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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
Fidelity Investments
451
Fidelity Investments
Massachusetts
$342K +$342K +4,171 New
AOWM
452
Alpha Omega Wealth Management
Virginia
$340K -$41K -500 -11%
NG
453
Northstar Group
New York
$339K +$57.4K +700 +20%
AA
454
Ancora Advisors
Ohio
$337K
CPIG
455
Chicago Partners Investment Group
Illinois
$337K +$337K +4,109 New
VIA
456
Vantage Investment Advisors
Pennsylvania
$333K +$3.69K +45 +1%
NCM
457
New Capital Management
Texas
$325K +$3.69K +45 +1%
UF
458
Univest Financial
Pennsylvania
$325K +$12.2K +149 +4%
LYV
459
Live Your Vision
Pennsylvania
$321K -$1.97K -24 -0.6%
CAMG
460
CWA Asset Management Group
Florida
$319K +$27.7K +338 +10%
UBG
461
United Bank (Georgia)
Georgia
$317K -$200K -2,432 -39%
GEA
462
Glen Eagle Advisors
New Jersey
$316K -$34.5K -421 -10%
VF
463
Virtu Financial
New York
$316K +$317K +3,861 New
Invesco
464
Invesco
Georgia
$315K -$52.6K -641 -14%
BA
465
BKS Advisors
Michigan
$315K +$22K +268 +7%
LRIC
466
Long Road Investment Counsel
Michigan
$313K +$314K +3,822 New
Lido Advisors
467
Lido Advisors
California
$312K -$85K -1,036 -21%
SFS
468
Sowell Financial Services
Arkansas
$302K +$31K +378 +11%
KBFS
469
Kohmann Bosshard Financial Services
Ohio
$302K +$302K +3,681 New
TCOV
470
Trust Company of Vermont
Vermont
$298K +$5.33K +65 +2%
CFA
471
Carroll Financial Associates
North Carolina
$297K -$24.9K -303 -8%
BWA
472
BlueSky Wealth Advisors
North Carolina
$296K
WA
473
WESPAC Advisors
California
$294K +$294K +3,584 New
JSL
474
JT Stratford LLC
Georgia
$283K +$66.9K +816 +31%
BOTW
475
Bank of the West
California
$281K +$282K +3,432 New

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.