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Vanguard Total Bond Market

572 hedge funds and large institutions have $20.6B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 237 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 169

14% more funds holding in top 10

Funds holding in top 10: 99113 (+14)

10% more funds holding

Funds holding: 522572 (+50)

1.88% more ownership

Funds ownership: 63.6%65.48% (+1.9%)

0% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$75.8M)

18% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.17M

Holders
572
Holders Change
+50
Holders Change %
+9.58%
% of All Funds
14.3%
Holding in Top 10
113
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.14%
% of All Funds
2.82%
New
107
Increased
237
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMT
526
Legacy Wealth Management (Tennessee)
Tennessee
$52.1K +$52.8K +645 New
AC
527
Alexandria Capital
Virginia
$52K +$328 +4 +0.6%
JIC
528
Joel Isaacson & Co
New York
$48K
HPBT
529
High Point Bank & Trust
North Carolina
$38K -$41K -500 -51%
MWM
530
MinichMacGregor Wealth Management
New York
$38K -$2.46K -30 -6%
BIG
531
Bellwether Investment Group
Tennessee
$37K +$37.4K +456 New
MBT
532
Monroe Bank & Trust
Michigan
$37K +$37.8K +462 New
HI
533
Hudock Inc
Pennsylvania
$36K -$14K -171 -27%
SAM
534
Shamrock Asset Management
Texas
$35K
PCTC
535
Perkins Coie Trust Company
Washington
$34K
MWM
536
Mascoma Wealth Management
New Hampshire
$34K +$34K +415 New
CC
537
Cassaday & Co
Virginia
$32K +$9.99K +122 +45%
WEC
538
Winslow Evans & Crocker
Massachusetts
$30.3K -$30.3K -370 -50%
BWM
539
Baystate Wealth Management
Massachusetts
$30K +$30.8K +376 New
RFM
540
Royal Fund Management
Florida
$29K +$29.8K +364 New
AP
541
Atwood & Palmer
Missouri
$27K
ClearBridge Investments
542
ClearBridge Investments
New York
$26K -$25.5K -311 -49%
QCG
543
Quadrant Capital Group
Ohio
$26K +$27.3K +333 New
WTC
544
WhitTier Trust Company
Nevada
$25K
LF
545
Lee Financial
Texas
$24K +$24.6K +300 New
PIM
546
Parasol Investment Management
Illinois
$24K +$24.6K +300 New
CG
547
Cutler Group
California
$23K -$24.6K -300 -51%
TCM
548
Tradewinds Capital Management
Washington
$20K +$20.6K +251 New
CP
549
Corbenic Partners
Pennsylvania
$19K +$19.2K +235 New
PO
550
Private Ocean
California
$18K +$82 +1 +0.5%

BND Hedge Fund Activity: Q4 2016 in Review

572 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2016, worth a combined $20.6B — up 0.37% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BND positions and 50 closed out — a net gain of 57 holders — while 237 added to existing stakes and 169 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $535M. The largest seller was Wells Fargo, cutting an estimated $176M.

  • 572 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2016, up from 522 in Q3 2016.
  • Funds reported $20.6B of Vanguard Total Bond Market stock for Q4 2016, up 0.37% quarter-over-quarter.
  • 107 funds opened new Vanguard Total Bond Market positions in Q4 2016 and 50 closed out, a net change of +57 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $535M added.
  • The largest Vanguard Total Bond Market seller in Q4 2016 was Wells Fargo, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2016.