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Vanguard Total Bond Market

521 hedge funds and large institutions have $20.4B invested in Vanguard Total Bond Market in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $480K | Put options by funds: $253K

83% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 143

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

3% more funds holding

Funds holding: 508521 (+13)

3% less capital invested

Capital invested by funds: $21.1B → $20.4B (-$660M)

3.57% less ownership

Funds ownership: 66.93%63.36% (-3.6%)

6% less funds holding in top 10

Funds holding in top 10: 10498 (-6)

Holders
521
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.9%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
2.61%
New
46
Increased
262
Reduced
143
Closed
29
Calls
$480K
Puts
$253K
Net Calls
+$227K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$23.3M -$3.03M -36,000 -11%
JP Morgan Chase
77
JP Morgan Chase
New York
$22.7M +$6.53M +77,601 +40%
BCI
78
Brinker Capital Investments
Pennsylvania
$22.5M +$3.11M +36,997 +16%
WB
79
Webster Bank
Connecticut
$22.4M -$379K -4,504 -2%
SIG
80
Stanford Investment Group
California
$22.2M +$1.32M +15,637 +6%
MIAN
81
Mariner Independent Advisor Network
Kansas
$22.2M +$16.1M +191,229 +264%
HMC
82
Higher Moment Capital
Massachusetts
$22.2M +$2.23M +26,547 +11%
NIA
83
Northstar Investment Advisors
Colorado
$22.1M +$552K +6,553 +3%
LWM
84
LBA Wealth Management
Florida
$21.9M +$577K +6,853 +3%
CA
85
Cetera Advisors
Colorado
$21.9M +$615K +7,308 +3%
CA
86
Cambridge Advisors
Nebraska
$20.9M +$631K +7,493 +3%
AG
87
Advisor Group
Arizona
$20.4M -$4.79M -56,862 -19%
FBFS
88
First Business Financial Services
Wisconsin
$20.1M +$751K +8,920 +4%
SMG
89
Spectrum Management Group
Indiana
$18.6M -$45.6K -542 -0.2%
PFM
90
Phillips Financial Management
Indiana
$17.4M +$148K +1,754 +0.8%
MI
91
Mercer Investments
Massachusetts
$17M +$2.73M +32,431 +19%
JWM
92
Jackson Wealth Management
Florida
$17M +$10.3M +122,741 +153%
Creative Planning
93
Creative Planning
Kansas
$16.8M +$1.29M +15,378 +8%
MWM
94
Mission Wealth Management
California
$16.5M +$1.48M +17,586 +10%
GC
95
Garde Capital
Washington
$16.5M -$897K -10,655 -5%
PFA
96
Pure Financial Advisors
California
$16.3M +$132K +1,574 +0.8%
FA
97
FDx Advisors
Illinois
$15.6M +$258K +3,063 +2%
VFA
98
Voya Financial Advisors
Connecticut
$15.6M +$752K +8,939 +5%
WA
99
Wilshire Advisors
California
$15.5M +$1.34M +15,978 +9%
TCM
100
Twin Capital Management
Pennsylvania
$15.5M +$1.34M +15,978 +9%

BND Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2016, worth a combined $20.4B — down 3.1% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BND positions and 29 closed out — a net gain of 17 holders — while 262 added to existing stakes and 143 trimmed.

The largest buyer was Wells Fargo, adding an estimated $213M. The largest seller was Windhaven Investment Management, cutting an estimated $317M.

  • 521 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2016, up from 508 in Q2 2016.
  • Funds reported $20.4B of Vanguard Total Bond Market stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Bond Market positions in Q3 2016 and 29 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2016 was Wells Fargo, an estimated $213M added.
  • The largest Vanguard Total Bond Market seller in Q3 2016 was Windhaven Investment Management, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2016.