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Vanguard Total Bond Market

774 hedge funds and large institutions have $29.4B invested in Vanguard Total Bond Market in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 383 increasing their positions, 210 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 210

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $27.8B → $29.4B (+$1.58B)

3% more funds holding

Funds holding: 755774 (+19)

2% more funds holding in top 10

Funds holding in top 10: 122125 (+3)

2.11% less ownership

Funds ownership: 66.94%64.83% (-2.1%)

20% less call options, than puts

Call options by funds: $928K | Put options by funds: $1.16M

Holders
774
Holders Change
+19
Holders Change %
+2.52%
% of All Funds
16.97%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
2.74%
New
80
Increased
383
Reduced
210
Closed
52
Calls
$928K
Puts
$1.16M
Net Calls
-$236K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
76
United Services Automobile Association
Texas
$42.9M -$50.2M -598,467 -54%
MWM
77
Mission Wealth Management
California
$42.8M -$5.86M -69,857 -12%
FA
78
FDx Advisors
Illinois
$40.5M -$87.4M -1,042,351 -68%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$40.3M +$10.9M +129,754 +37%
CA
80
Cambridge Advisors
Nebraska
$39.9M -$700K -8,350 -2%
PA
81
Paracle Advisors
Washington
$39.8M +$1.9M +22,679 +5%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$39.6M +$123K +1,470 +0.3%
SP
83
Symmetry Partners
Connecticut
$38.8M +$648K +7,731 +2%
UOT
84
University of Tennessee
Tennessee
$38.4M
BJ
85
Brouwer & Janachowski
California
$37.7M -$1.18M -14,020 -3%
Victory Capital Management
86
Victory Capital Management
Texas
$36.6M +$36.3M +433,074 New
AllianceBernstein
87
AllianceBernstein
Tennessee
$36.3M -$13.5M -161,498 -27%
PA
88
Planning Alternatives
Michigan
$36.1M -$541K -6,452 -1%
BCM
89
BTC Capital Management
Iowa
$35M +$1.01M +12,090 +3%
SF
90
Synovus Financial
Georgia
$34.3M -$857K -10,221 -2%
AIP
91
Ameritas Investment Partners
Nebraska
$34.2M -$520K -6,205 -2%
BCI
92
Brinker Capital Investments
Pennsylvania
$32M -$612K -7,302 -2%
FAN
93
Financial Advisors Network
California
$31.8M +$1.34M +16,037 +4%
NFG
94
Next Financial Group
Texas
$31.7M +$1.85M +22,073 +6%
FA
95
Fiducient Advisors
Illinois
$31.4M -$330K -3,937 -1%
SI
96
Stephens Inc
Arkansas
$31.3M +$2.18M +26,046 +8%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$31.2M
Stifel Financial
98
Stifel Financial
Missouri
$31.1M +$3.8M +45,344 +14%
FAAS
99
First Allied Advisory Services
California
$30.4M -$2.59M -30,879 -8%
MAM
100
Meeder Asset Management
Ohio
$29.7M +$11.4M +136,010 +63%

BND Hedge Fund Activity: Q3 2019 in Review

774 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2019, worth a combined $29.4B — up 5.7% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BND positions and 52 closed out — a net gain of 28 holders — while 383 added to existing stakes and 210 trimmed.

The largest buyer was Wells Fargo, adding an estimated $243M. The largest seller was FDx Advisors, cutting an estimated $87.4M.

  • 774 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2019, up from 755 in Q2 2019.
  • Funds reported $29.4B of Vanguard Total Bond Market stock for Q3 2019, up 5.7% quarter-over-quarter.
  • 80 funds opened new Vanguard Total Bond Market positions in Q3 2019 and 52 closed out, a net change of +28 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2019 was Wells Fargo, an estimated $243M added.
  • The largest Vanguard Total Bond Market seller in Q3 2019 was FDx Advisors, an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2019.