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Vanguard Total Bond Market

572 hedge funds and large institutions have $20.6B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 237 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 169

14% more funds holding in top 10

Funds holding in top 10: 99113 (+14)

10% more funds holding

Funds holding: 522572 (+50)

1.88% more ownership

Funds ownership: 63.6%65.48% (+1.9%)

0% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$75.8M)

18% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.17M

Holders
572
Holders Change
+50
Holders Change %
+9.58%
% of All Funds
14.3%
Holding in Top 10
113
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.14%
% of All Funds
2.82%
New
107
Increased
237
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
76
Agilis Partners
Massachusetts
$27.1M +$1.02M +12,452 +4%
FA
77
FDx Advisors
Illinois
$26.9M +$12.1M +147,329 +79%
RVPG
78
Relative Value Partners Group
$25.9M -$1.1M -13,442 -4%
FG
79
Fiduciary Group
Georgia
$24.5M +$1.8M +21,976 +8%
EWA
80
EP Wealth Advisors
California
$23.5M +$26.9M +328,404 New
PFA
81
Pure Financial Advisors
California
$23.2M +$7.71M +94,166 +49%
IA
82
IndexIQ Advisors
New York
$22.5M -$43.5M -531,361 -66%
WB
83
Webster Bank
Connecticut
$21.7M +$270K +3,297 +1%
CIA
84
Choate Investment Advisors
Massachusetts
$21.6M +$21.9M +267,075 New
RPGK
85
Retirement Planning Group (Kansas)
Kansas
$21.5M -$4.03M -49,224 -16%
LWM
86
LBA Wealth Management
Florida
$20.7M -$310K -3,784 -1%
JP Morgan Chase
87
JP Morgan Chase
New York
$20.7M -$1.08M -13,179 -5%
CA
88
Cambridge Advisors
Nebraska
$20.6M +$510K +6,224 +3%
FBFS
89
First Business Financial Services
Wisconsin
$20.3M +$1.06M +12,969 +5%
IA
90
IFP Advisors
Florida
$19.8M -$11.2M -136,957 -36%
OBWP
91
O'Brien Wealth Partners
Massachusetts
$19.7M +$7.27M +88,730 +57%
AG
92
Advisor Group
Arizona
$19.5M -$66.3K -810 -0.3%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$19.5M -$2.98M -36,400 -13%
AllianceBernstein
94
AllianceBernstein
Tennessee
$19.2M +$11.8M +143,804 +154%
FAN
95
Financial Advisors Network
California
$19M +$19.3M +235,563 New
SIG
96
Stanford Investment Group
California
$18.8M -$2.53M -30,829 -12%
GC
97
Garde Capital
Washington
$18.2M +$1.98M +24,148 +12%
GC
98
Gilbert & Cook
Iowa
$17.9M +$18.2M +222,166 New
MWM
99
Mission Wealth Management
California
$17.2M +$1.35M +16,482 +8%
SP
100
Symmetry Partners
Connecticut
$16.7M +$17M +207,002 New

BND Hedge Fund Activity: Q4 2016 in Review

572 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2016, worth a combined $20.6B — up 0.37% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BND positions and 50 closed out — a net gain of 57 holders — while 237 added to existing stakes and 169 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $535M. The largest seller was Wells Fargo, cutting an estimated $176M.

  • 572 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2016, up from 522 in Q3 2016.
  • Funds reported $20.6B of Vanguard Total Bond Market stock for Q4 2016, up 0.37% quarter-over-quarter.
  • 107 funds opened new Vanguard Total Bond Market positions in Q4 2016 and 50 closed out, a net change of +57 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $535M added.
  • The largest Vanguard Total Bond Market seller in Q4 2016 was Wells Fargo, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2016.