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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$55.2M +$2.94M +35,802 +6%
APCM
52
Alaska Permanent Capital Management
Alaska
$54.1M +$5.89M +71,820 +12%
RCS
53
Retirement Capital Strategies
California
$51.9M +$2.33M +28,344 +5%
FA
54
FDx Advisors
Illinois
$50.6M +$22.2M +270,430 +78%
SFSG
55
Stearns Financial Services Group
North Carolina
$50.3M +$3.69M +44,985 +8%
BAAM
56
Baker Avenue Asset Management
California
$49.1M +$4.39M +53,507 +10%
AB
57
AT Bancorp
Iowa
$48.5M +$135K +1,645 +0.3%
SWP
58
Stratos Wealth Partners
Ohio
$45.6M +$638K +7,779 +1%
AI
59
Atria Investments
North Carolina
$45.4M +$2.17M +26,457 +5%
AEPG
60
American Economic Planning Group
New Jersey
$45.1M +$1.6M +19,452 +4%
AA
61
Alesco Advisors
New York
$40.8M +$315K +3,837 +0.8%
G
62
GenTrust
Florida
$40.5M +$4.02M +48,983 +11%
BTIS
63
BB&T Investment Services
North Carolina
$39.8M +$3.35M +40,863 +9%
VFA
64
Voya Financial Advisors
Connecticut
$39.7M +$9.85M +120,016 +33%
Stifel Financial
65
Stifel Financial
Missouri
$39.6M +$1.8M +21,910 +5%
FPIS
66
Financial Planning & Information Services
Wisconsin
$39.2M +$960K +11,697 +3%
AllianceBernstein
67
AllianceBernstein
Tennessee
$38.6M +$13.8M +167,910 +55%
BCM
68
BTC Capital Management
Iowa
$37.2M -$2.3M -28,054 -6%
BFG
69
Barber Financial Group
Kansas
$37M +$947K +11,549 +3%
TC
70
Toews Corporation
New Jersey
$36.6M -$85.5M -1,041,874 -70%
TFA
71
Transamerica Financial Advisors
Florida
$35.2M -$2.78M -33,893 -7%
PA
72
Planning Alternatives
Michigan
$35.1M +$747K +9,108 +2%
OBWP
73
O'Brien Wealth Partners
Massachusetts
$35.1M +$468K +5,708 +1%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$34.5M -$2.5M -30,484 -7%
PA
75
Paracle Advisors
Washington
$34.2M +$824K +10,045 +2%

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.