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Vanguard Total Bond Market

774 hedge funds and large institutions have $29.4B invested in Vanguard Total Bond Market in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 383 increasing their positions, 210 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 210

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $27.8B → $29.4B (+$1.58B)

3% more funds holding

Funds holding: 755774 (+19)

2% more funds holding in top 10

Funds holding in top 10: 122125 (+3)

2.11% less ownership

Funds ownership: 66.94%64.83% (-2.1%)

20% less call options, than puts

Call options by funds: $928K | Put options by funds: $1.16M

Holders
774
Holders Change
+19
Holders Change %
+2.52%
% of All Funds
16.97%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
2.74%
New
80
Increased
383
Reduced
210
Closed
52
Calls
$928K
Puts
$1.16M
Net Calls
-$236K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$205M +$9.48M +113,063 +5%
Betterment LLC
27
Betterment LLC
New York
$196M
Natixis Advisors
28
Natixis Advisors
Massachusetts
$181M +$3.65M +43,493 +2%
GEM
29
Global Endowment Management
North Carolina
$178M -$5.61M -66,900 -3%
RJA
30
Raymond James & Associates
Florida
$173M +$26.3M +313,944 +18%
SBSB
31
Sullivan, Bruyette, Speros & Blaney
Virginia
$169M -$6.54M -78,013 -4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$167M +$28.8M +343,636 +21%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$159M -$19.1M -228,160 -11%
RWML
34
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$150M +$149M +1,774,219 New
AssetMark Inc
35
AssetMark Inc
California
$148M -$17.8M -212,671 -11%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$139M +$6.2M +73,989 +5%
DDSF
37
Diana Davis Spencer Foundation
Maryland
$136M
AG
38
Advisor Group
Arizona
$126M +$25.2M +300,877 +25%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$120M +$11M +131,218 +10%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$112M +$20.4M +243,844 +23%
TC
41
Toews Corporation
New Jersey
$106M +$195K +2,329 +0.2%
AA
42
ALPS Advisors
Colorado
$104M -$2.21M -26,390 -2%
VFA
43
Voya Financial Advisors
Connecticut
$99.8M +$7.15M +85,306 +8%
AWA
44
Alaska Wealth Advisors
Alaska
$94.5M -$9.24M -110,214 -9%
APCM
45
Alaska Permanent Capital Management
Alaska
$94.5M +$5.58M +66,602 +6%
Deutsche Bank
46
Deutsche Bank
Germany
$89.1M +$34.1M +407,019 +63%
AIM
47
Acropolis Investment Management
Missouri
$87.3M +$3.71M +44,307 +4%
CFA
48
Capstone Financial Advisors
Illinois
$87M +$5.93M +70,719 +7%
JP Morgan Chase
49
JP Morgan Chase
New York
$79M +$35.5M +423,836 +83%
BTS
50
BB&T Securities
Virginia
$68.8M +$8.91M +106,257 +15%

BND Hedge Fund Activity: Q3 2019 in Review

774 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2019, worth a combined $29.4B — up 5.7% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BND positions and 52 closed out — a net gain of 28 holders — while 383 added to existing stakes and 210 trimmed.

The largest buyer was Wells Fargo, adding an estimated $243M. The largest seller was FDx Advisors, cutting an estimated $87.4M.

  • 774 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2019, up from 755 in Q2 2019.
  • Funds reported $29.4B of Vanguard Total Bond Market stock for Q3 2019, up 5.7% quarter-over-quarter.
  • 80 funds opened new Vanguard Total Bond Market positions in Q3 2019 and 52 closed out, a net change of +28 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2019 was Wells Fargo, an estimated $243M added.
  • The largest Vanguard Total Bond Market seller in Q3 2019 was FDx Advisors, an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2019.