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Vanguard Total Bond Market

521 hedge funds and large institutions have $20.4B invested in Vanguard Total Bond Market in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $480K | Put options by funds: $253K

83% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 143

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

3% more funds holding

Funds holding: 508521 (+13)

3% less capital invested

Capital invested by funds: $21.1B → $20.4B (-$660M)

3.57% less ownership

Funds ownership: 66.93%63.36% (-3.6%)

6% less funds holding in top 10

Funds holding in top 10: 10498 (-6)

Holders
521
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.9%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
2.61%
New
46
Increased
262
Reduced
143
Closed
29
Calls
$480K
Puts
$253K
Net Calls
+$227K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
Twele Capital Management
Minnesota
$46.6M +$297K +3,523 +0.6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$44.4M +$3.05M +36,261 +7%
BAAM
53
Baker Avenue Asset Management
California
$43M +$4.04M +47,989 +10%
SFSG
54
Stearns Financial Services Group
North Carolina
$42.1M +$738K +8,765 +2%
APCM
55
Alaska Permanent Capital Management
Alaska
$41M +$1.58M +18,720 +4%
Stifel Financial
56
Stifel Financial
Missouri
$37.8M -$1.48M -17,549 -4%
AA
57
Alesco Advisors
New York
$35M -$298K -3,541 -0.8%
AIP
58
Ameritas Investment Partners
Nebraska
$34.4M +$3.32M +39,400 +11%
KIM
59
Karpus Investment Management
New York
$34M +$9.94M +118,081 +41%
SIM
60
Sentry Investment Management
Wisconsin
$33.1M -$4.88M -57,990 -13%
SWP
61
Stratos Wealth Partners
Ohio
$32.8M +$1.6M +19,016 +5%
IA
62
IFP Advisors
Florida
$32.1M -$1.95M -23,107 -6%
PAG
63
Private Advisor Group
New Jersey
$31.7M -$20.7M -245,879 -39%
PA
64
Paracle Advisors
Washington
$31.4M +$1.4M +16,628 +5%
AT
65
Arden Trust
Delaware
$31.4M +$31.4M +372,761 New
SF
66
Synovus Financial
Georgia
$31M -$157K -1,862 -0.5%
CM
67
Cornerstone Management
Georgia
$29.3M +$1.38M +16,381 +5%
BCM
68
BTC Capital Management
Iowa
$29.1M +$1.21M +14,381 +4%
RVPG
69
Relative Value Partners Group
$28.1M +$988K +11,733 +4%
FAAS
70
First Allied Advisory Services
California
$27.7M +$2.99M +35,558 +12%
AP
71
Agilis Partners
Massachusetts
$27.1M +$13.9M +164,885 +105%
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$26.5M +$1.22M +14,441 +5%
FPIS
73
Financial Planning & Information Services
Wisconsin
$26.3M +$12.5M +148,747 +91%
PA
74
Planning Alternatives
Michigan
$25.4M -$261K -3,103 -1%
FG
75
Fiduciary Group
Georgia
$23.6M +$1.97M +23,379 +9%

BND Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2016, worth a combined $20.4B — down 3.1% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BND positions and 29 closed out — a net gain of 17 holders — while 262 added to existing stakes and 143 trimmed.

The largest buyer was Wells Fargo, adding an estimated $213M. The largest seller was Windhaven Investment Management, cutting an estimated $317M.

  • 521 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2016, up from 508 in Q2 2016.
  • Funds reported $20.4B of Vanguard Total Bond Market stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Bond Market positions in Q3 2016 and 29 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2016 was Wells Fargo, an estimated $213M added.
  • The largest Vanguard Total Bond Market seller in Q3 2016 was Windhaven Investment Management, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2016.