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Vanguard Total Bond Market
BND

320 hedge funds and large institutions have $13.7B invested in Vanguard Total Bond Market in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 110

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

11% more capital invested

Capital invested by funds: $12.3B → $13.7B (+$1.41B)

8% more funds holding in top 10

Funds holding in top 10: 52 → 56 (+4)

1.26% more ownership

Funds ownership: 72.77% → 74.03% (+1.3%)

1% more funds holding

Funds holding: 318 → 320 (+2)

Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
9.24%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.62%
New
29
Increased
139
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AUIM
Aegon USA Investment Management
Iowa
+$771M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$201M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.2M
4
UCFA
United Capital Financial Advisors
Texas
+$49.5M
5
WCM
Weatherstone Capital Management
Colorado
+$44.7M

Top Sellers

Rank Fund Capital Flow
1
U
UBS
Switzerland
-$55.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.6M
3
State Street
State Street
Massachusetts
-$30.5M
4
JRP
Jasper Ridge Partners
California
-$28.4M
5
BIM
BlackRock Investment Management
Delaware
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
26
INR Advisory Services
Pennsylvania
$62.8M +$5.52M +68,145 +10%
MIH
27
Madison Investment Holdings
Wisconsin
$62.8M -$3.22M -39,801 -5%
AssetMark Inc
28
AssetMark Inc
California
$61.6M +$1.33M +16,436 +2%
AEPG
29
American Economic Planning Group
New Jersey
$54.9M +$18M +222,120 +49%
AI
30
Atria Investments
North Carolina
$54.8M +$17.9M +221,217 +49%
AT
31
Arden Trust
Delaware
$51.3M -$2.61M -32,284 -5%
UCFA
32
United Capital Financial Advisors
Texas
$50.7M +$49.5M +611,609 +4,818%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$49.2M +$4.91M +60,672 +11%
WCM
34
Weatherstone Capital Management
Colorado
$44.8M +$44.7M +552,145 New
AIM
35
Acropolis Investment Management
Missouri
$43.8M +$2.65M +32,719 +6%
Deutsche Bank
36
Deutsche Bank
Germany
$42.9M +$17.4M +214,967 +69%
SIM
37
Sentry Investment Management
Wisconsin
$42M – – –
Goldman Sachs
38
Goldman Sachs
New York
$41.9M -$2.35M -29,058 -5%
TCM
39
Twele Capital Management
Minnesota
$40.4M -$9.26M -114,320 -19%
EFS
40
Edelman Financial Services
Virginia
$39.9M +$1.25M +15,395 +3%
PPA
41
Parametric Portfolio Associates
Washington
$39M +$9.71M +119,845 +33%
VFP
42
Verus Financial Partners
Virginia
$37.4M -$7.11M -87,766 -16%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$33.2M +$5.01M +61,855 +18%
SAM
44
Securian Asset Management
Minnesota
$31.9M +$230K +2,834 +0.7%
APCM
45
Alaska Permanent Capital Management
Alaska
$31.4M +$861K +10,633 +3%
AA
46
Alesco Advisors
New York
$30.6M -$207K -2,553 -0.7%
USAA
47
United Services Automobile Association
Texas
$28.3M +$4.69M +57,935 +20%
WCM
48
Windham Capital Management
Massachusetts
$28.2M +$78.9K +974 +0.3%
NMIS
49
Northwestern Mutual Investment Services
Wisconsin
$27.2M +$2.97M +36,726 +12%
FIM
50
Freedom Investment Management
Connecticut
$26.7M +$18M +222,301 +209%
1
2
3 4 5

BND Hedge Fund Activity: Q1 2014 in Review

320 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2014, worth a combined $13.7B — up 11% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BND positions and 26 closed out — a net gain of 3 holders — while 139 added to existing stakes and 110 trimmed.

The largest buyer was Aegon USA Investment Management, adding an estimated $771M. The largest seller was UBS, cutting an estimated $55.3M.

  • 320 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2014, up from 318 in Q4 2013.
  • Funds reported $13.7B of Vanguard Total Bond Market stock for Q1 2014, up 11% quarter-over-quarter.
  • 29 funds opened new Vanguard Total Bond Market positions in Q1 2014 and 26 closed out, a net change of +3 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2014 was Aegon USA Investment Management, an estimated $771M added.
  • The largest Vanguard Total Bond Market seller in Q1 2014 was UBS, an estimated $55.3M sold.

Based on aggregated 13F filings for Q1 2014.