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Vanguard Total Bond Market

437 hedge funds and large institutions have $18.1B invested in Vanguard Total Bond Market in 2015 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 187 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

33% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 141

4% more funds holding

Funds holding: 421437 (+16)

0% more funds holding in top 10

Funds holding in top 10: 7979 (0)

4% less capital invested

Capital invested by funds: $18.9B → $18.1B (-$799M)

4.42% less ownership

Funds ownership: 73.74%69.32% (-4.4%)

Holders
437
Holders Change
+16
Holders Change %
+3.8%
% of All Funds
11.77%
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.13%
New
57
Increased
187
Reduced
141
Closed
34
Calls
$284K
Puts
Net Calls
+$284K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$11.3M -$1.57M -19,056 -12%
BSWM
102
Boston Standard Wealth Management
Massachusetts
$10.7M +$1.14M +13,888 +12%
P
103
Palladiem
Pennsylvania
$10.5M +$6.09K +74 +0.1%
MG
104
McCutchen Group
Washington
$10.2M -$2.38K -29 -0%
DS
105
DRW Securities
Illinois
$10.1M -$35.6M -432,584 -78%
CIA
106
Capital Investment Advisors
Georgia
$9.67M -$806K -9,802 -8%
MWM
107
Mission Wealth Management
California
$9.49M +$9.36M +113,803 New
SFPM
108
Sensible Financial Planning & Management
Massachusetts
$9.48M -$156K -1,897 -2%
LFA
109
Landmark Financial Advisors
Kentucky
$9.27M +$1.36M +16,549 +17%
SCM
110
Saba Capital Management
New York
$8.63M -$21.2M -257,546 -71%
SCA
111
Strategic Capital Alternatives
United States
$8.61M -$89.1K -1,083 -1%
MC
112
Miles Capital
Iowa
$8.27M -$943K -11,470 -10%
BCM
113
Bluefin Capital Management
New York
$8.19M +$6.67M +81,084 +412%
AW
114
Alpha Windward
Massachusetts
$8.12M +$266K +3,238 +3%
FA
115
FDx Advisors
Illinois
$8.08M -$900K -10,939 -10%
PPA
116
Parametric Portfolio Associates
Washington
$7.83M -$1.03M -12,536 -12%
VFA
117
Voya Financial Advisors
Connecticut
$7.64M +$748K +9,099 +11%
HDIM
118
Hanson & Doremus Investment Management
Vermont
$7.63M +$500K +6,077 +7%
ACM
119
Argentus Capital Management
Texas
$7.48M +$930K +11,311 +14%
PA
120
Pinnacle Associates
New York
$7.47M +$599K +7,280 +9%
PWPCM
121
Perella Weinberg Partners Capital Management
New York
$7.41M +$7.5M +91,241 New
QI
122
QS Investors
New York
$7.36M -$375M -4,559,730 -98%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$7.05M -$1.23M -14,937 -15%
DAM
124
Delta Asset Management
Tennessee
$6.72M +$222K +2,702 +3%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$6.69M +$5.01M +60,949 +285%

BND Hedge Fund Activity: Q2 2015 in Review

437 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2015, worth a combined $18.1B — down 4.2% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BND positions and 34 closed out — a net gain of 23 holders — while 187 added to existing stakes and 141 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $165M. The largest seller was Aegon USA Investment Management, cutting an estimated $434M.

  • 437 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2015, up from 421 in Q1 2015.
  • Funds reported $18.1B of Vanguard Total Bond Market stock for Q2 2015, down 4.2% quarter-over-quarter.
  • 57 funds opened new Vanguard Total Bond Market positions in Q2 2015 and 34 closed out, a net change of +23 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2015 was Jones Financial Companies, an estimated $165M added.
  • The largest Vanguard Total Bond Market seller in Q2 2015 was Aegon USA Investment Management, an estimated $434M sold.

Based on aggregated 13F filings for Q2 2015.