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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
CFA
576
Carroll Financial Associates
North Carolina
$111K -$173K -2,157 -61%
CB
577
CNB Bank
Pennsylvania
$107K
MOS
578
MGO One Seven
Ohio
$101K
FEG
579
Financial Enhancement Group
Indiana
$98K +$98K +1,224 New
APP
580
Avantax Planning Partners
Iowa
$98K +$98.4K +1,229 New
PVH
581
Psagot Value Holdings
Israel
$97K
LWCFA
582
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K -$48K -600 -33%
PCFFS
583
Pacific Center for Financial Services
California
$96K -$4.32K -54 -4%
SMFG
584
Sumitomo Mitsui Financial Group
Japan
$96K +$96.1K +1,200 New
IIC
585
Integrated Investment Consultants
Michigan
$87K +$86.7K +1,083 New
PWAG
586
Polaris Wealth Advisory Group
California
$86K +$86.2K +1,077 New
SFG
587
SevenBridge Financial Group
Pennsylvania
$85K
DWM
588
Destination Wealth Management
California
$81K +$81.1K +1,013 New
NEAM
589
New England Asset Management
Connecticut
$80K
PW
590
Price Wealth
Texas
$72K
WAM
591
Wealthspire Advisors (Maryland)
Maryland
$69K +$1.28K +16 +2%
IP
592
Intellectus Partners
California
$68K
HI
593
Hudock Inc
Pennsylvania
$66K +$29.1K +363 +78%
CWM
594
Cranbrook Wealth Management
Michigan
$59K
TC
595
Trilogy Capital
California
$57K -$14.7M -183,703 -100%
ML
596
McAdam LLC
Pennsylvania
$56K +$56.4K +705 New
SFM
597
Signet Financial Management
New Jersey
$55K +$55.2K +690 New
WCM
598
Whitener Capital Management
North Carolina
$54K +$54.4K +680 New
SFSIG
599
San Francisco Sentry Investment Group
California
$53K +$44.3K +554 +523%
WCM
600
Wealthcare Capital Management
Virginia
$52K

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.