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Vanguard Total Bond Market

435 hedge funds and large institutions have $14.3B invested in Vanguard Total Bond Market in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.67M

12% more funds holding in top 10

Funds holding in top 10: 7887 (+9)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 156

0% less funds holding

Funds holding: 436435 (-1)

11.63% less ownership

Funds ownership: 69.05%57.42% (-12%)

20% less capital invested

Capital invested by funds: $18B → $14.3B (-$3.68B)

Holders
435
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
12.14%
Holding in Top 10
87
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.54%
% of All Funds
2.43%
New
39
Increased
171
Reduced
156
Closed
35
Calls
$2.3M
Puts
$1.67M
Net Calls
+$630K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
LBA Wealth Management
Florida
$19.8M +$154K +1,886 +0.8%
PAG
77
Private Advisor Group
New Jersey
$19.6M +$2.11M +25,858 +12%
NIA
78
Northstar Investment Advisors
Colorado
$19.6M +$369K +4,531 +2%
FF
79
Friedenthal Financial
New Jersey
$19.4M +$19.1M +233,997 +8,833%
PFA
80
Pure Financial Advisors
California
$18.6M +$3.73M +45,797 +25%
PFM
81
Phillips Financial Management
Indiana
$18.2M -$1.29M -15,884 -7%
SMG
82
Spectrum Management Group
Indiana
$18M -$178K -2,187 -1%
GC
83
Garde Capital
Washington
$16.5M +$484K +5,936 +3%
BOH
84
Bank of Hawaii
Hawaii
$16.3M -$22.9M -280,436 -59%
DJSG
85
D.J. St. Germain
Massachusetts
$16.3M -$764K -9,376 -5%
MWP
86
Moller Wealth Partners
$16M +$15.2M +186,003 +2,087%
TCT
87
TIAA CREF Trust
Missouri
$15.4M +$339K +4,164 +2%
GEM
88
Global Endowment Management
North Carolina
$15.2M +$1.74M +21,350 +13%
F
89
Filament
Washington
$14.9M
MI
90
Mercer Investments
Massachusetts
$14.4M -$7.32M -89,875 -34%
AC
91
AFAM Capital
Texas
$14.2M -$1.67M -20,517 -11%
CIM
92
Cambria Investment Management
California
$13.1M +$9.55M +117,235 +279%
IWMPD
93
Integrated Wealth Management (Palm Desert)
California
$12.9M -$2.56M -31,461 -17%
BCI
94
Brinker Capital Investments
Pennsylvania
$12.6M +$1.05M +12,827 +9%
CWM
95
CIBC World Markets
New York
$12.3M
SCA
96
Strategic Capital Alternatives
United States
$11.9M +$3.26M +40,002 +38%
CA
97
Cambridge Advisors
Nebraska
$11.6M +$1.96K +24 +0%
BSWM
98
Boston Standard Wealth Management
Massachusetts
$11.3M +$554K +6,800 +5%
JP Morgan Chase
99
JP Morgan Chase
New York
$10.9M -$501K -6,147 -4%
TFF
100
The Family Firm
Maryland
$10.6M -$1.55M -19,052 -13%

BND Hedge Fund Activity: Q3 2015 in Review

435 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2015, worth a combined $14.3B — down 20% from $18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BND positions and 35 closed out — a net gain of 4 holders — while 171 added to existing stakes and 156 trimmed.

The largest buyer was QS Investors, adding an estimated $838M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $4.66B sold.

  • 435 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2015, down from 436 in Q2 2015.
  • Funds reported $14.3B of Vanguard Total Bond Market stock for Q3 2015, down 20% quarter-over-quarter.
  • 39 funds opened new Vanguard Total Bond Market positions in Q3 2015 and 35 closed out, a net change of +4 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2015 was QS Investors, an estimated $838M added.
  • The largest Vanguard Total Bond Market seller in Q3 2015 was Aegon USA Investment Management, an estimated $4.66B sold.

Based on aggregated 13F filings for Q3 2015.