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Vanguard Total Bond Market

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $13.7B → $15.2B (+$1.5B)

3% more funds holding

Funds holding: 320331 (+11)

2% more funds holding in top 10

Funds holding in top 10: 5657 (+1)

0.96% more ownership

Funds ownership: 74.03%74.99% (+0.96%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.82M

Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.51%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
26
Retirement Systems of Alabama
Alabama
$70.3M -$26.6M -325,238 -28%
IAS
27
INR Advisory Services
Pennsylvania
$68.7M +$5.05M +61,835 +8%
TFA
28
Transamerica Financial Advisors
Florida
$67.3M -$9.23M -112,946 -12%
DS
29
DRW Securities
Illinois
$65.8M +$38.9M +475,801 +147%
AEPG
30
American Economic Planning Group
New Jersey
$55.9M +$348K +4,258 +0.6%
AI
31
Atria Investments
North Carolina
$55.6M +$94K +1,150 +0.2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$53.6M +$3.7M +45,327 +7%
AssetMark Inc
33
AssetMark Inc
California
$51.1M -$11.1M -136,345 -18%
Goldman Sachs
34
Goldman Sachs
New York
$48.9M +$6.45M +78,957 +15%
AIM
35
Acropolis Investment Management
Missouri
$47M +$2.59M +31,693 +6%
UCFA
36
United Capital Financial Advisors
Texas
$45.6M -$5.69M -69,566 -11%
APCM
37
Alaska Permanent Capital Management
Alaska
$44.6M +$12.7M +155,239 +40%
SIM
38
Sentry Investment Management
Wisconsin
$42.4M -$73.6K -900 -0.2%
EFS
39
Edelman Financial Services
Virginia
$42.2M +$1.82M +22,275 +5%
TCM
40
Twele Capital Management
Minnesota
$40.8M -$32.7K -400 -0.1%
AT
41
Arden Trust
Delaware
$40.2M -$11.7M -143,629 -23%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$36.6M +$2.96M +36,217 +9%
Deutsche Bank
43
Deutsche Bank
Germany
$34.5M -$8.86M -108,466 -21%
VFP
44
Verus Financial Partners
Virginia
$34M -$3.83M -46,860 -10%
AA
45
Alesco Advisors
New York
$31M +$12K +147 +0%
NMIS
46
Northwestern Mutual Investment Services
Wisconsin
$30.5M +$2.87M +35,115 +10%
RVP
47
Relative Value Partners
Illinois
$29.5M +$9.26M +113,280 +46%
USAA
48
United Services Automobile Association
Texas
$29.4M +$765K +9,357 +3%
SAM
49
Securian Asset Management
Minnesota
$29M -$3.28M -40,091 -10%
GI
50
Gradient Investments
Minnesota
$28.8M +$3.98M +48,707 +16%

BND Hedge Fund Activity: Q2 2014 in Review

331 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2014, worth a combined $15.2B — up 11% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BND positions and 20 closed out — a net gain of 14 holders — while 146 added to existing stakes and 109 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $202M. The largest seller was State Street, cutting an estimated $76.9M.

  • 331 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2014, up from 320 in Q1 2014.
  • Funds reported $15.2B of Vanguard Total Bond Market stock for Q2 2014, up 11% quarter-over-quarter.
  • 34 funds opened new Vanguard Total Bond Market positions in Q2 2014 and 20 closed out, a net change of +14 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2014 was Jones Financial Companies, an estimated $202M added.
  • The largest Vanguard Total Bond Market seller in Q2 2014 was State Street, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2014.