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Vanguard Total Bond Market

583 hedge funds and large institutions have $24.2B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 284 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 174

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $22.7B → $24.2B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 109115 (+6)

2% more funds holding

Funds holding: 570583 (+13)

2.28% more ownership

Funds ownership: 65.35%67.63% (+2.3%)

5% more call options, than puts

Call options by funds: $541K | Put options by funds: $516K

Holders
583
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
2.87%
New
55
Increased
284
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
76
Garde Capital
Washington
$32.8M +$4.66M +56,840 +17%
FAAS
77
First Allied Advisory Services
California
$31.9M -$1.58M -19,251 -5%
MML Investors Services
78
MML Investors Services
Massachusetts
$30.8M -$1.63M -19,848 -5%
SF
79
Synovus Financial
Georgia
$30.7M -$82.4K -1,005 -0.3%
CM
80
Cornerstone Management
Georgia
$30.1M -$3.2K -39 -0%
SIM
81
Sentry Investment Management
Wisconsin
$29.7M
AL
82
Aspiriant LLC
California
$29.7M +$6.08M +74,073 +26%
CA
83
Cambridge Advisors
Nebraska
$29.2M +$2.17M +26,410 +8%
IA
84
IFP Advisors
Florida
$29M +$3.8M +46,375 +15%
KIM
85
Karpus Investment Management
New York
$28.8M -$943K -11,496 -3%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$28.6M +$3.33M +40,600 +13%
AT
87
Arden Trust
Delaware
$28.6M +$67.7K +825 +0.2%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$28.4M -$518K -6,310 -2%
AG
89
Advisor Group
Arizona
$27.9M +$4.12M +50,272 +17%
FG
90
Fiduciary Group
Georgia
$27.7M +$51.4K +626 +0.2%
FBFS
91
First Business Financial Services
Wisconsin
$24M +$696K +8,482 +3%
AP
92
Agilis Partners
Massachusetts
$23.6M -$14.4M -175,655 -38%
SP
93
Symmetry Partners
Connecticut
$23.3M +$1.51M +18,374 +7%
HMC
94
Higher Moment Capital
Massachusetts
$23.1M +$10M +122,194 +77%
TF
95
TIAA FSB
Florida
$22.9M +$3.77M +45,952 +20%
WB
96
Webster Bank
Connecticut
$22.7M -$399K -4,860 -2%
NIA
97
Northstar Investment Advisors
Colorado
$22M -$643K -7,837 -3%
BWA
98
BDO Wealth Advisors
Florida
$21.6M +$485K +5,918 +2%
GC
99
Gilbert & Cook
Iowa
$20.3M +$164K +1,995 +0.8%
MWM
100
Mission Wealth Management
California
$20.3M +$851K +10,369 +4%

BND Hedge Fund Activity: Q3 2017 in Review

583 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2017, worth a combined $24.2B — up 6.6% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BND positions and 35 closed out — a net gain of 20 holders — while 284 added to existing stakes and 174 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $681M. The largest seller was Toews Corporation, cutting an estimated $85.5M.

  • 583 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2017, up from 570 in Q2 2017.
  • Funds reported $24.2B of Vanguard Total Bond Market stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 55 funds opened new Vanguard Total Bond Market positions in Q3 2017 and 35 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2017 was Envestnet Asset Management, an estimated $681M added.
  • The largest Vanguard Total Bond Market seller in Q3 2017 was Toews Corporation, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2017.