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Vanguard Total Bond Market

675 hedge funds and large institutions have $25.9B invested in Vanguard Total Bond Market in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 286 increasing their positions, 240 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

19% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 240

2.29% more ownership

Funds ownership: 68.17%70.46% (+2.3%)

1% more funds holding

Funds holding: 668675 (+7)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$547M)

6% less call options, than puts

Call options by funds: $464K | Put options by funds: $496K

8% less funds holding in top 10

Funds holding in top 10: 134123 (-11)

Holders
675
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
15.47%
Holding in Top 10
123
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.21%
% of All Funds
2.82%
New
72
Increased
286
Reduced
240
Closed
60
Calls
$464K
Puts
$496K
Net Calls
-$32K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
451
Curi RMB Capital
Illinois
$491K +$492K +6,146 New
TWA
452
TCI Wealth Advisors
Arizona
$490K -$14.1K -176 -3%
CWS
453
Cypress Wealth Services
California
$485K -$4.4K -55 -0.9%
HS
454
Huntington Steele
Pennsylvania
$482K +$560 +7 +0.1%
LFG
455
Larson Financial Group
Missouri
$472K -$5.94M -74,209 -93%
PFBT
456
Parkside Financial Bank & Trust
Missouri
$472K +$304K +3,803 +181%
VCM
457
Virtue Capital Management
Tennessee
$466K -$9.93K -124 -2%
LCM
458
Lucas Capital Management
New Jersey
$464K +$162K +2,020 +53%
CAMG
459
CWA Asset Management Group
Florida
$462K +$137K +1,710 +42%
AWA
460
Arete Wealth Advisors
Illinois
$459K -$55.2K -690 -11%
TWM
461
Titus Wealth Management
California
$458K
JSL
462
JT Stratford LLC
Georgia
$455K -$401K -5,013 -47%
SHWM
463
Smith & Howard Wealth Management
Georgia
$442K +$442K +5,527 New
TNBTD
464
Trustmark National Bank Trust Department
Mississippi
$440K
SWP
465
Strategic Wealth Partners
Ohio
$438K -$42.1K -526 -9%
PWM
466
Paulson Wealth Management
Illinois
$436K -$19K -237 -4%
DC
467
Davenport & Co
Virginia
$431K -$261K -3,263 -38%
FI
468
FormulaFolio Investments
Michigan
$431K -$13.4K -168 -3%
PS
469
Portfolio Solutions
Michigan
$425K +$30.8K +385 +8%
WAP
470
Wealthcare Advisory Partners
Pennsylvania
$425K +$278K +3,473 +188%
JWA
471
JFS Wealth Advisors
Pennsylvania
$419K
LWAC
472
Laurel Wealth Advisors (California)
California
$418K -$729K -9,101 -63%
AMG
473
Asset Management Group
Connecticut
$415K +$2.72K +34 +0.7%
BF
474
BOK Financial
Oklahoma
$415K +$39.3K +491 +10%
EAMA
475
EFG Asset Management (Americas)
Florida
$413K -$32.7K -408 -7%

BND Hedge Fund Activity: Q1 2018 in Review

675 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2018, worth a combined $25.9B — up 2.2% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BND positions and 60 closed out — a net gain of 12 holders — while 286 added to existing stakes and 240 trimmed.

The largest buyer was QS Investors, adding an estimated $347M. The largest seller was Wells Fargo, cutting an estimated $205M.

  • 675 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2018, up from 668 in Q4 2017.
  • Funds reported $25.9B of Vanguard Total Bond Market stock for Q1 2018, up 2.2% quarter-over-quarter.
  • 72 funds opened new Vanguard Total Bond Market positions in Q1 2018 and 60 closed out, a net change of +12 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2018 was QS Investors, an estimated $347M added.
  • The largest Vanguard Total Bond Market seller in Q1 2018 was Wells Fargo, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2018.