We are live on ! Find out more
BND icon

Vanguard Total Bond Market

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $13.7B → $15.2B (+$1.5B)

3% more funds holding

Funds holding: 320331 (+11)

2% more funds holding in top 10

Funds holding in top 10: 5657 (+1)

0.96% more ownership

Funds ownership: 74.03%74.99% (+0.96%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.82M

Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.51%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$6.41M -$496K -6,072 -7%
William Blair & Company
102
William Blair & Company
Illinois
$6.21M +$293K +3,591 +5%
VFS
103
VSR Financial Services
Kansas
$6.16M +$528K +6,455 +9%
HDIM
104
Hanson & Doremus Investment Management
Vermont
$5.97M +$518K +6,336 +10%
HC
105
HHG & Company
Connecticut
$5.73M +$230K +2,820 +4%
RhumbLine Advisers
106
RhumbLine Advisers
Massachusetts
$5.67M -$4.51M -55,190 -44%
B
107
Baird
Wisconsin
$5.62M -$18K -220 -0.3%
BCM
108
Brookstone Capital Management
Illinois
$5.51M +$1.2M +14,700 +28%
AP
109
Advisors Preferred
Maryland
$5.42M -$1.07M -13,109 -17%
STMM
110
South Texas Money Management
Texas
$5.34M -$184K -2,256 -3%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$5.23M +$5.2M +63,600 New
AI
112
Accredited Investors
Minnesota
$5.2M -$6.52M -79,733 -56%
Lazard Asset Management
113
Lazard Asset Management
New York
$5.19M
W
114
Wealthfront
California
$5.16M -$1.02M -12,534 -17%
PA
115
Pinnacle Associates
New York
$5.13M +$29.8K +365 +0.6%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$5.12M +$1.95M +23,888 +62%
NEAM
117
New England Asset Management
Connecticut
$4.99M +$4.87M +59,637 +5,964%
HCM
118
Howland Capital Management
Massachusetts
$4.79M +$385K +4,708 +9%
RCM
119
Rotella Capital Management
Washington
$4.27M +$2.81M +34,400 +195%
QA
120
Quantitative Advantage
Minnesota
$4.23M -$94.4K -1,155 -2%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$4.18M +$237K +2,896 +6%
KL
122
Kinsight LLC
Alabama
$4.06M +$24.5K +300 +0.6%
FMC
123
First Merchants Corp
Indiana
$4.05M +$30.2K +370 +0.8%
LIM
124
Leavell Investment Management
Alabama
$3.6M -$9.81K -120 -0.3%
DADC
125
D.A. Davidson & Co
Montana
$3.25M -$246K -3,012 -7%

BND Hedge Fund Activity: Q2 2014 in Review

331 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2014, worth a combined $15.2B — up 11% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BND positions and 20 closed out — a net gain of 14 holders — while 146 added to existing stakes and 109 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $202M. The largest seller was State Street, cutting an estimated $76.9M.

  • 331 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2014, up from 320 in Q1 2014.
  • Funds reported $15.2B of Vanguard Total Bond Market stock for Q2 2014, up 11% quarter-over-quarter.
  • 34 funds opened new Vanguard Total Bond Market positions in Q2 2014 and 20 closed out, a net change of +14 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2014 was Jones Financial Companies, an estimated $202M added.
  • The largest Vanguard Total Bond Market seller in Q2 2014 was State Street, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2014.