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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
PNC
476
Park National Corp
Ohio
$404K -$82.8K -1,034 -17%
PCMC
477
Paragon Capital Management (Colorado)
Colorado
$403K -$627K -7,828 -61%
JFG
478
JMG Financial Group
Illinois
$401K
MFS
479
McNamara Financial Services
Massachusetts
$400K +$73.7K +921 +23%
CCA
480
Checchi Capital Advisers
California
$398K +$1.04K +13 +0.3%
WA
481
Waverly Advisors
Alabama
$397K +$396K +4,943 +18,307%
VIA
482
Vantage Investment Advisors
Pennsylvania
$395K -$30.4K -380 -7%
Luther King Capital Management (LKCM)
483
Luther King Capital Management (LKCM)
Texas
$395K +$396K +4,941 New
SIM
484
Sigma Investment Management
Oregon
$392K +$50.3K +628 +15%
V
485
Veritable
Delaware
$388K -$60.8K -760 -14%
OIWM
486
OptiFour Integrated Wealth Management
Virginia
$387K +$15K +187 +4%
CAAS
487
Capital Asset Advisory Services
Michigan
$384K -$244K -3,051 -39%
OIA
488
Optimum Investment Advisors
Illinois
$384K -$64K -800 -14%
WLIM
489
White Lighthouse Investment Management
Massachusetts
$375K -$120K -1,500 -24%
DAS
490
Dynamic Advisor Solutions
Arizona
$375K +$375K +4,690 New
OAM
491
Occidental Asset Management
California
$372K
VCM
492
Versant Capital Management
Arizona
$362K -$69.2K -864 -16%
FC
493
FCA Corp
Texas
$359K
RTS
494
Round Table Services
New Jersey
$359K +$86.4K +1,079 +32%
SXL
495
Summit X LLC
Missouri
$356K +$112K +1,402 +46%
BFPW
496
BOK Financial Private Wealth
Colorado
$352K -$267K -3,340 -43%
BA
497
BKS Advisors
Michigan
$352K +$19.2K +240 +6%
MWM
498
Modera Wealth Management
New Jersey
$347K -$33.1K -413 -9%
CG
499
Colony Group
Massachusetts
$344K +$344K +4,303 New
MPIA
500
Mountain Pacific Investment Advisers
Idaho
$343K +$344K +4,296 New

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.