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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$121M -$1.54M -18,720 -1%
AssetMark Inc
27
AssetMark Inc
California
$111M +$35.3M +430,513 +46%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$111M +$6.25M +76,174 +6%
M&T Bank
29
M&T Bank
New York
$107M +$12.4M +150,667 +13%
IAS
30
INR Advisory Services
Pennsylvania
$98.5M +$2.18M +26,532 +2%
USAA
31
United Services Automobile Association
Texas
$93.8M -$8.36M -101,946 -8%
AA
32
ALPS Advisors
Colorado
$88.4M +$1.44M +17,566 +2%
RWML
33
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$85.5M +$1.64M +20,041 +2%
Vanguard Group
34
Vanguard Group
Pennsylvania
$84.2M -$35.7M -434,884 -30%
RJA
35
Raymond James & Associates
Florida
$79.8M -$18.3M -222,831 -19%
SB
36
Suntrust Banks
Georgia
$79.3M +$4.99M +60,853 +7%
Creative Planning
37
Creative Planning
Kansas
$76.6M -$751K -9,153 -1%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$76.4M +$6.43M +78,349 +9%
Retirement Systems of Alabama
39
Retirement Systems of Alabama
Alabama
$73M +$2.99M +36,500 +4%
AIM
40
Acropolis Investment Management
Missouri
$72.2M +$2.23M +27,153 +3%
MIH
41
Madison Investment Holdings
Wisconsin
$70.8M -$673K -8,201 -0.9%
BC
42
Brinker Capital
Pennsylvania
$68.1M +$3.26M +39,723 +5%
GI
43
Gradient Investments
Minnesota
$65.1M +$3.24M +39,462 +5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$64.3M -$14.7M -178,731 -19%
VFP
45
Verus Financial Partners
Virginia
$62.2M +$2.2M +26,765 +4%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$61.5M +$3.24M +39,545 +6%
TCM
47
Twele Capital Management
Minnesota
$59M +$3.07M +37,447 +5%
PAG
48
Private Advisor Group
New Jersey
$58.8M +$2.99M +36,455 +5%
BCI
49
Brinker Capital Investments
Pennsylvania
$57.7M +$18.7M +227,992 +48%
EFS
50
Edelman Financial Services
Virginia
$55.9M +$563K +6,865 +1%

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.