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Vanguard Total Bond Market

572 hedge funds and large institutions have $20.6B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 237 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 169

14% more funds holding in top 10

Funds holding in top 10: 99113 (+14)

10% more funds holding

Funds holding: 522572 (+50)

1.88% more ownership

Funds ownership: 63.6%65.48% (+1.9%)

0% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$75.8M)

18% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.17M

Holders
572
Holders Change
+50
Holders Change %
+9.58%
% of All Funds
14.3%
Holding in Top 10
113
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.14%
% of All Funds
2.82%
New
107
Increased
237
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
26
TD Ameritrade Investment Management
Nebraska
$95.3M +$17.2M +210,423 +22%
Citigroup
27
Citigroup
New York
$91.3M +$120K +1,468 +0.1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$88M +$2.22M +27,076 +3%
RWML
29
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$82.5M +$8.19M +100,038 +11%
SB
30
Suntrust Banks
Georgia
$80.3M +$1.21M +14,800 +2%
RJA
31
Raymond James & Associates
Florida
$78M -$3.38M -41,226 -4%
AA
32
ALPS Advisors
Colorado
$76.6M +$557K +6,799 +0.7%
Vanguard Group
33
Vanguard Group
Pennsylvania
$75.8M +$15.6M +190,541 +25%
MIH
34
Madison Investment Holdings
Wisconsin
$70.6M +$340K +4,151 +0.5%
BC
35
Brinker Capital
Pennsylvania
$70.6M -$33.3M -406,073 -32%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$69M +$1.76M +21,430 +3%
CONA
37
Capital One National Association
New York
$67.8M +$60.1M +734,169 +700%
Creative Planning
38
Creative Planning
Kansas
$63.4M +$47.8M +584,084 +292%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$62.9M +$1.39M +16,960 +2%
AIM
40
Acropolis Investment Management
Missouri
$61.8M -$1.43M -17,432 -2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$59.7M -$15.4M -187,432 -20%
AssetMark Inc
42
AssetMark Inc
California
$58.5M +$5.65M +68,971 +11%
M&T Bank
43
M&T Bank
New York
$56.1M +$3.23M +39,414 +6%
VFP
44
Verus Financial Partners
Virginia
$55.2M +$1.29M +15,701 +2%
EFS
45
Edelman Financial Services
Virginia
$54.8M +$5.41M +66,069 +11%
AI
46
Atria Investments
North Carolina
$52.8M +$3.42M +41,714 +7%
GI
47
Gradient Investments
Minnesota
$52M +$4.15M +50,668 +9%
BFG
48
Barber Financial Group
Kansas
$49.5M +$50.2M +613,234 New
RCS
49
Retirement Capital Strategies
California
$47.8M +$433K +5,286 +0.9%
TCM
50
Twele Capital Management
Minnesota
$46.7M +$1.93M +23,507 +4%

BND Hedge Fund Activity: Q4 2016 in Review

572 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2016, worth a combined $20.6B — up 0.37% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BND positions and 50 closed out — a net gain of 57 holders — while 237 added to existing stakes and 169 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $535M. The largest seller was Wells Fargo, cutting an estimated $176M.

  • 572 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2016, up from 522 in Q3 2016.
  • Funds reported $20.6B of Vanguard Total Bond Market stock for Q4 2016, up 0.37% quarter-over-quarter.
  • 107 funds opened new Vanguard Total Bond Market positions in Q4 2016 and 50 closed out, a net change of +57 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $535M added.
  • The largest Vanguard Total Bond Market seller in Q4 2016 was Wells Fargo, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2016.