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Vanguard Total Bond Market
BND

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: 755 → 774 (+19)

2% more funds holding in top 10

Funds holding in top 10: 122 → 125 (+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

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$243M
2
LPL Financial
LPL Financial
California
+$201M
3
RWML
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
+$149M
4
RIG
RiverFront Investment Group
Virginia
+$107M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$68.3M

Top Sellers

Rank Fund Capital Flow
1
FA
FDx Advisors
Illinois
-$87.4M
2
BlackRock
BlackRock
New York
-$62.4M
3
B
Bailard
California
-$57.1M
4
USAA
United Services Automobile Association
Texas
-$50.2M
5
QI
QS Investors
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$66.9M +$4.34M +51,736 +7%
Financial Engines Advisors
52
Financial Engines Advisors
California
$66.7M -$100K -1,197 -0.2%
PAG
53
Private Advisor Group
New Jersey
$65.3M +$10.5M +125,592 +19%
TCM
54
Twele Capital Management
Minnesota
$63.9M +$6.79K +81 +0%
BAAM
55
Baker Avenue Asset Management
California
$62.5M +$861K +10,271 +1%
AF
56
Advisornet Financial
Minnesota
$61.9M +$7.74M +92,329 +14%
GC
57
Garde Capital
Washington
$60.6M +$4.87M +58,092 +9%
SWP
58
Stratos Wealth Partners
Ohio
$60.5M +$1.91M +22,807 +3%
SFSG
59
Stearns Financial Services Group
North Carolina
$59.8M +$3.05M +36,435 +5%
FIM
60
Freedom Investment Management
Connecticut
$59M -$1.54M -18,337 -3%
FMT
61
First Mercantile Trust
Tennessee
$57.5M +$3.54M +42,178 +7%
SB
62
Suntrust Banks
Georgia
$57.5M +$5.29M +63,054 +10%
MWA
63
Martel Wealth Advisors
Washington
$54.7M +$951K +11,340 +2%
Wealthfront Advisers
64
Wealthfront Advisers
California
$53.8M +$6.93M +82,655 +15%
G
65
GenTrust
Florida
$52.5M +$2.13M +25,448 +4%
LPT
66
Legacy Private Trust
Wisconsin
$51.1M -$19.9M -236,817 -28%
EC
67
Estate Counselors
Wisconsin
$49.6M +$47.8K +570 +0.1%
JCM
68
Janney Capital Management
Pennsylvania
$48.5M +$48.2M +574,529 New
LFS
69
Lutz Financial Services
Nebraska
$48.2M +$5.03M +59,955 +12%
MIH
70
Madison Investment Holdings
Wisconsin
$48M -$1.75M -20,865 -4%
CA
71
Cetera Advisors
Colorado
$47.5M +$5.14M +61,314 +12%
SMDAM
72
Sumitomo Mitsui DS Asset Management
Japan
$46.1M +$3.17M +37,790 +7%
AI
73
Atria Investments
North Carolina
$45.9M +$11M +131,014 +32%
AL
74
Aspiriant LLC
California
$45.2M +$1.99M +23,791 +5%
AA
75
Alesco Advisors
New York
$43.7M +$1.49M +17,734 +4%
1 2
3
4 5

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.