We are live on ! Find out more
BND icon

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
TC
501
Trust Company
Kansas
$342K -$43.1M -538,774 -99%
UF
502
Univest Financial
Pennsylvania
$342K +$22K +275 +7%
GEA
503
Glen Eagle Advisors
New Jersey
$341K -$15.8K -198 -4%
BBA
504
Braun-Bostich & Associates
Pennsylvania
$340K -$432K -5,392 -56%
THWM
505
Taylor Hoffman Wealth Management
Virginia
$338K +$36.9K +461 +12%
BPC
506
Banque Pictet & Cie
Switzerland
$333K
PIA
507
Pinion Investment Advisors
Kansas
$331K +$331K +4,138 New
BWP
508
Baldwin Wealth Partners
Massachusetts
$330K -$56K -700 -14%
LA
509
LVW Advisors
New York
$330K +$331K +4,129 New
AA
510
Ancora Advisors
Ohio
$329K
WCM
511
Weatherstone Capital Management
Colorado
$328K -$139K -1,732 -30%
TFCP
512
Twin Focus Capital Partners
Massachusetts
$327K +$52.7K +658 +19%
SC
513
Scotia Capital
Ontario, Canada
$327K +$327K +4,088 New
HIC
514
Holderness Investments Company
North Carolina
$323K +$1.36K +17 +0.4%
NCM
515
New Capital Management
Texas
$321K -$794K -9,914 -71%
PCM
516
Prelude Capital Management
New York
$320K +$320K +4,000 New
HL
517
HeadInvest LLC
Maine
$317K
SSWM
518
Sheets Smith Wealth Management
North Carolina
$315K -$50.1K -626 -14%
CPIG
519
Chicago Partners Investment Group
Illinois
$312K -$16.3K -204 -5%
SCG
520
Sonata Capital Group
Washington
$312K +$312K +3,900 New
UWM
521
USAdvisors Wealth Management
Minnesota
$306K +$307K +3,829 New
WP
522
WealthPLAN Partners
Nebraska
$305K -$91.7K -1,146 -23%
BAM
523
Barrett Asset Management
New York
$305K
SWM
524
Sequoia Wealth Management
Illinois
$297K -$43.5K -544 -13%
PWW
525
Pettyjohn Wood & White
Virginia
$297K +$1.12K +14 +0.4%

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.