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Vanguard Total Bond Market

437 hedge funds and large institutions have $18.1B invested in Vanguard Total Bond Market in 2015 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

33% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 141

4% more funds holding

Funds holding: 421437 (+16)

0% more funds holding in top 10

Funds holding in top 10: 7979 (0)

4% less capital invested

Capital invested by funds: $18.9B → $18.1B (-$799M)

4.42% less ownership

Funds ownership: 73.74%69.32% (-4.4%)

Holders
437
Holders Change
+16
Holders Change %
+3.8%
% of All Funds
11.77%
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.13%
New
57
Increased
187
Reduced
141
Closed
34
Calls
$284K
Puts
Net Calls
+$284K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
NIA
76
Northstar Investment Advisors
Colorado
$19.1M +$1.93M +23,479 +11%
Vanguard Group
77
Vanguard Group
Pennsylvania
$18.4M +$7.48M +90,960 +67%
TCM
78
Twin Capital Management
Pennsylvania
$18.1M -$1.08M -13,130 -6%
SMG
79
Spectrum Management Group
Indiana
$18.1M -$300K -3,648 -2%
PAG
80
Private Advisor Group
New Jersey
$17.4M +$1.3M +15,792 +8%
DJSG
81
D.J. St. Germain
Massachusetts
$16.9M -$157K -1,905 -0.9%
GC
82
Garde Capital
Washington
$15.9M +$1.11M +13,439 +7%
AC
83
AFAM Capital
Texas
$15.8M +$16M +194,008 New
FAAS
84
First Allied Advisory Services
California
$15.7M +$4.16M +50,606 +35%
IWMPD
85
Integrated Wealth Management (Palm Desert)
California
$15.3M +$4.2M +51,107 +37%
PA
86
Planning Alternatives
Michigan
$15.3M +$1.06M +12,903 +7%
FI
87
FormulaFolio Investments
Michigan
$15.2M -$410K -4,987 -3%
TCT
88
TIAA CREF Trust
Missouri
$15M +$676K +8,224 +5%
VKH
89
Virtu KCG Holdings
New York
$14.9M +$1.8M +21,885 +14%
F
90
Filament
Washington
$14.8M -$28.9K -351 -0.2%
PFA
91
Pure Financial Advisors
California
$14.7M +$5.21M +63,353 +54%
KIM
92
Karpus Investment Management
New York
$14.3M +$2.47M +30,090 +21%
SFSG
93
Stearns Financial Services Group
North Carolina
$13.8M +$193K +2,349 +1%
GEM
94
Global Endowment Management
North Carolina
$13.3M
HMC
95
Higher Moment Capital
Massachusetts
$12.7M +$141K +1,711 +1%
LPT
96
Legacy Private Trust
Wisconsin
$12.5M +$5.08M +61,760 +67%
CWM
97
CIBC World Markets
New York
$12.2M +$12.3M +150,000 New
TFF
98
The Family Firm
Maryland
$12M +$1.07M +13,058 +10%
CA
99
Cambridge Advisors
Nebraska
$11.5M +$1.31M +15,985 +13%
BCI
100
Brinker Capital Investments
Pennsylvania
$11.5M +$802K +9,747 +7%

BND Hedge Fund Activity: Q2 2015 in Review

437 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2015, worth a combined $18.1B — down 4.2% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BND positions and 34 closed out — a net gain of 23 holders — while 187 added to existing stakes and 141 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $165M. The largest seller was Aegon USA Investment Management, cutting an estimated $434M.

  • 437 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2015, up from 421 in Q1 2015.
  • Funds reported $18.1B of Vanguard Total Bond Market stock for Q2 2015, down 4.2% quarter-over-quarter.
  • 57 funds opened new Vanguard Total Bond Market positions in Q2 2015 and 34 closed out, a net change of +23 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2015 was Jones Financial Companies, an estimated $165M added.
  • The largest Vanguard Total Bond Market seller in Q2 2015 was Aegon USA Investment Management, an estimated $434M sold.

Based on aggregated 13F filings for Q2 2015.