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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
Creative Planning
26
Creative Planning
Kansas
$147M +$69.7M +870,927 +89%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$133M +$10.1M +125,630 +8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$129M +$14.1M +175,750 +12%
DDSF
29
Diana Davis Spencer Foundation
Maryland
$129M
AssetMark Inc
30
AssetMark Inc
California
$127M +$9.53M +119,105 +8%
RWML
31
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$121M +$34.3M +428,087 +39%
IAS
32
INR Advisory Services
Pennsylvania
$108M +$3.91M +48,797 +4%
Goldman Sachs
33
Goldman Sachs
New York
$105M +$16.6M +207,992 +19%
Vanguard Group
34
Vanguard Group
Pennsylvania
$105M +$8.83M +110,263 +9%
AA
35
ALPS Advisors
Colorado
$91.4M +$1.35M +16,807 +1%
RJA
36
Raymond James & Associates
Florida
$91.3M +$7.58M +94,675 +9%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$86.2M +$6.01M +75,104 +7%
SB
38
Suntrust Banks
Georgia
$74.3M -$302K -3,768 -0.4%
AIM
39
Acropolis Investment Management
Missouri
$74M +$1.23M +15,362 +2%
FA
40
FDx Advisors
Illinois
$69.2M +$10.2M +127,685 +17%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$68.7M +$4.85M +60,619 +8%
MIH
42
Madison Investment Holdings
Wisconsin
$68.5M -$2.76M -34,471 -4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$67.2M +$11.5M +143,243 +21%
VFP
44
Verus Financial Partners
Virginia
$66.7M +$4.11M +51,342 +7%
TCM
45
Twele Capital Management
Minnesota
$59.8M +$777K +9,701 +1%
TF
46
TIAA FSB
Florida
$59.5M +$33.9M +423,234 +132%
APCM
47
Alaska Permanent Capital Management
Alaska
$58.9M +$3.35M +41,808 +6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$58.3M -$1.01M -12,617 -2%
VFA
49
Voya Financial Advisors
Connecticut
$56.4M +$5.98M +74,642 +12%
EFS
50
Edelman Financial Services
Virginia
$56.2M -$760K -9,488 -1%

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.