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Vanguard Total Bond Market

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: 755774 (+19)

2% more funds holding in top 10

Funds holding in top 10: 122125 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
726
McMillion Capital Management
North Carolina
$53K
SFSIG
727
San Francisco Sentry Investment Group
California
$53K
PFSC
728
Peoples Financial Services Corp
Pennsylvania
$52K
CFB
729
Cullen/Frost Bankers
Texas
$51K +$50.9K +607 New
RFWA
730
RPg Family Wealth Advisory
Massachusetts
$48.2K
VFA
731
Valeo Financial Advisors
Indiana
$46K +$1.93K +23 +4%
LF
732
Lee Financial
Texas
$45K -$275K -3,275 -86%
FNBOSM
733
First National Bank of South Miami
Florida
$45K
TC
734
Trust Company
Kansas
$45K
ONST
735
Old North State Trust
North Carolina
$43K
JGIA
736
Jackson Grant Investment Advisers
Connecticut
$41K +$335 +4 +0.8%
CC
737
Cassaday & Co
Virginia
$39K -$2.1K -25 -5%
PMFA
738
Plante Moran Financial Advisors
Michigan
$37K -$5.03K -60 -12%
PFO
739
Pathstone Family Office
New Jersey
$36K +$84 +1 +0.2%
CCM
740
Cribstone Capital Management
Maine
$34K +$33.4K +399 New
CAW
741
Cornerstone Advisors (Washington)
Washington
$33K +$251 +3 +0.8%
REMPR
742
Roof Eidam Maycock Peralta (REMP)
California
$32K +$32K +382 New
BHWM
743
Bay Harbor Wealth Management
Maryland
$31K -$27.2K -324 -47%
TCM
744
Tradewinds Capital Management
Washington
$30K -$1.68K -20 -5%
EIP
745
Ellis Investment Partners
Pennsylvania
$28K -$26.1K -311 -48%
GTAM
746
Global Trust Asset Management
Florida
$27K +$84 +1 +0.3%
BWM
747
BerganKDV Wealth Management
Minnesota
$26K
WTC
748
WhitTier Trust Company
Nevada
$26K
BAM
749
BTS Asset Management
Massachusetts
$23K
RWA
750
Ropes Wealth Advisors
Massachusetts
$20K +$11.7K +140 +144%

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.