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Vanguard Total Bond Market

755 hedge funds and large institutions have $27.8B invested in Vanguard Total Bond Market in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 342 increasing their positions, 254 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

35% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 254

10% more funds holding in top 10

Funds holding in top 10: 111122 (+11)

6% more capital invested

Capital invested by funds: $26.1B → $27.8B (+$1.68B)

1% more funds holding

Funds holding: 748755 (+7)

8% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.92M

1.19% less ownership

Funds ownership: 68.13%66.94% (-1.2%)

Holders
755
Holders Change
+7
Holders Change %
+0.94%
% of All Funds
16.4%
Holding in Top 10
122
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+9.91%
% of All Funds
2.65%
New
68
Increased
342
Reduced
254
Closed
48
Calls
$1.77M
Puts
$1.92M
Net Calls
-$146K
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
776
AlphaSimPlex Group
Massachusetts
-$305K -3,754 Closed
PCIA
777
Prime Capital Investment Advisors
Kansas
-$294K -3,624 Closed
CHA
778
Cooper/Haims Advisors
New York
-$273K -3,357 Closed
AFA
779
American Financial Advisors
Georgia
-$264K -3,260 Closed
HB
780
Homrich & Berg
Georgia
-$262K -3,227 Closed
FHB
781
First Hawaiian Bank
Hawaii
-$258K -3,180 Closed
WP
782
WealthPLAN Partners
Nebraska
-$255K -3,137 Closed
HIC
783
Holderness Investments Company
North Carolina
-$253K -3,113 Closed
CCP
784
Cardan Capital Partners
Colorado
-$246K -3,030 Closed
CAM
785
Cresset Asset Management
Illinois
-$241K -2,973 Closed
AWA
786
Arete Wealth Advisors
Illinois
-$218K -2,691 Closed
RWM
787
RKL Wealth Management
Pennsylvania
-$200K -2,463 Closed
LWA
788
Lenox Wealth Advisors
New York
-$181K -2,225 Closed
FNC
789
First National Corp
Massachusetts
-$83K -1,020 Closed
AIC
790
Ameritas Investment Company
Nebraska
-$61K -751 Closed
AIA
791
Alera Investment Advisors
Illinois
-$56K -695 Closed
ZB
792
Zions Bancorporation
Utah
-$56K -686 Closed
CCM
793
Cribstone Capital Management
Maine
-$40K -490 Closed
PCTC
794
Perkins Coie Trust Company
Washington
-$34K -421 Closed
BWL
795
Bogart Wealth LLC
Virginia
-$28.2K -346 Closed
CAL
796
Capital Analysts LLC
Pennsylvania
-$24K -298 Closed
HR
797
Howe & Rusling
New York
-$22K -270 Closed
PFPT
798
Pinnacle Financial Partners (Tennessee)
Tennessee
-$22K -270 Closed
NWM
799
Northwest Wealth Management
Iowa
-$13K -155 Closed
RFM
800
Royal Fund Management
Florida
-$8K -110 Closed

BND Hedge Fund Activity: Q2 2019 in Review

755 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2019, worth a combined $27.8B — up 6.4% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new BND positions and 48 closed out — a net gain of 20 holders — while 342 added to existing stakes and 254 trimmed.

The largest buyer was BlackRock, adding an estimated $854M. The largest seller was Jones Financial Companies, cutting an estimated $330M.

  • 755 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2019, up from 748 in Q1 2019.
  • Funds reported $27.8B of Vanguard Total Bond Market stock for Q2 2019, up 6.4% quarter-over-quarter.
  • 68 funds opened new Vanguard Total Bond Market positions in Q2 2019 and 48 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2019 was BlackRock, an estimated $854M added.
  • The largest Vanguard Total Bond Market seller in Q2 2019 was Jones Financial Companies, an estimated $330M sold.

Based on aggregated 13F filings for Q2 2019.