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Vanguard Total Bond Market

583 hedge funds and large institutions have $24.2B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 284 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 174

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $22.7B → $24.2B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 109115 (+6)

2% more funds holding

Funds holding: 570583 (+13)

2.28% more ownership

Funds ownership: 65.35%67.63% (+2.3%)

5% more call options, than puts

Call options by funds: $541K | Put options by funds: $516K

Holders
583
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
2.87%
New
55
Increased
284
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
Baystate Wealth Management
Massachusetts
$31K -$1.4K -17 -4%
WEC
552
Winslow Evans & Crocker
Massachusetts
$30.7K -$39.7K -484 -56%
CC
553
Cassaday & Co
Virginia
$29K -$1.23K -15 -4%
ClearBridge Investments
554
ClearBridge Investments
New York
$28K +$1.72K +21 +6%
LF
555
Lee Financial
Texas
$25K
WTC
556
WhitTier Trust Company
Nevada
$25K
MA
557
MCF Advisors
Kentucky
$24K -$21.6K -263 -47%
PWPCM
558
Perella Weinberg Partners Capital Management
New York
$23.8K
NR
559
Newfound Research
Massachusetts
$23K +$20.3K +247 +797%
FCMT
560
Founders Capital Management (Texas)
Texas
$22K
SAM
561
Shamrock Asset Management
Texas
$20K -$4.92K -60 -19%
BCMIO
562
Beacon Capital Management Inc (Ohio)
Ohio
$17K +$17K +207 New
WAM
563
Wolverine Asset Management
Illinois
$16K +$12.5K +152 +276%
SSB
564
Sandy Spring Bank
Maryland
$15K
M
565
MOTCO
Texas
$14K
RFM
566
Royal Fund Management
Florida
$14K +$10.9K +133 +350%
KTC
567
Kistler-Tiffany Companies
Pennsylvania
$13K
TIM
568
Tortoise Investment Management
New York
$12K +$1.31K +16 +12%
FA
569
Fortis Advisors
Pennsylvania
$12K +$12.3K +150 New
SNT
570
Security National Trust
West Virginia
$11K
DBT
571
Dubuque Bank & Trust
Iowa
$10K
DSN
572
D. Scott Neal
Kentucky
$9K
JFA
573
JNBA Financial Advisors
Minnesota
$8K
BWL
574
Bogart Wealth LLC
Virginia
$8K +$7.71K +94 New
CCM
575
Covington Capital Management
California
$8K +$8.2K +100 New

BND Hedge Fund Activity: Q3 2017 in Review

583 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2017, worth a combined $24.2B — up 6.6% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BND positions and 35 closed out — a net gain of 20 holders — while 284 added to existing stakes and 174 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $681M. The largest seller was Toews Corporation, cutting an estimated $85.5M.

  • 583 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2017, up from 570 in Q2 2017.
  • Funds reported $24.2B of Vanguard Total Bond Market stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 55 funds opened new Vanguard Total Bond Market positions in Q3 2017 and 35 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2017 was Envestnet Asset Management, an estimated $681M added.
  • The largest Vanguard Total Bond Market seller in Q3 2017 was Toews Corporation, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2017.