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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
JWM
526
Janiczek Wealth Management
Colorado
$486K
CA
527
Claro Advisors
Massachusetts
$485K +$27.1K +323 +6%
LWANC
528
Laurel Wealth Advisors (North Carolina)
North Carolina
$482K -$18.9K -225 -4%
RIA
529
Realta Investment Advisors
Delaware
$482K +$61.6K +735 +15%
NWP
530
Northstar Wealth Partners
Connecticut
$481K +$81.8K +976 +21%
IC
531
Innealta Capital
Texas
$480K -$48.2K -575 -9%
BWCS
532
Beirne Wealth Consulting Services
Connecticut
$479K +$19.4K +232 +4%
WPW
533
Winthrop Partners - WNY
New York
$467K +$34.3K +409 +8%
RhumbLine Advisers
534
RhumbLine Advisers
Massachusetts
$467K
APC
535
Aspire Private Capital
North Carolina
$466K +$7.04K +84 +2%
RGC
536
Roberts, Glore & Co
Illinois
$464K -$11.3K -135 -2%
AIC
537
Ameritas Investment Company
Nebraska
$463K +$460K +5,485 New
MWM
538
MorganRosel Wealth Management
Colorado
$461K +$235K +2,804 +106%
OIA
539
Optimum Investment Advisors
Illinois
$458K +$94.1K +1,123 +26%
IA
540
Independence Advisors
Pennsylvania
$454K
CTB
541
Country Trust Bank
Illinois
$452K
BS
542
Boenning & Scattergood
Pennsylvania
$447K -$10.1K -120 -2%
CWAG
543
Compton Wealth Advisory Group
Virginia
$446K +$78.1K +932 +21%
CCFM
544
Clear Creek Financial Management
Washington
$444K -$3.52K -42 -0.8%
TRCT
545
Tower Research Capital (TRC)
New York
$443K +$440K +5,243 New
CAC
546
Certified Advisory Corp
Florida
$438K +$190K +2,266 +77%
TWM
547
Titus Wealth Management
California
$437K +$434K +5,175 New
CAI
548
Capital Advisors Inc
Oklahoma
$435K
CCA
549
Checchi Capital Advisers
California
$430K -$1.59K -19 -0.4%
TWA
550
TCI Wealth Advisors
Arizona
$428K -$56.1K -669 -12%

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.