We are live on ! Find out more
BND icon

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
G
101
GenTrust
Florida
$16.7M +$16.9M +206,300 New
PFM
102
Phillips Financial Management
Indiana
$16.5M -$448K -5,465 -3%
TCM
103
Twin Capital Management
Pennsylvania
$16.3M +$1.36M +16,602 +9%
WA
104
Wilshire Advisors
California
$16.3M +$1.36M +16,602 +9%
SMG
105
Spectrum Management Group
Indiana
$15.5M -$2.47M -30,195 -14%
CWM
106
Cornerstone Wealth Management
Missouri
$15.4M +$2.29M +28,006 +17%
TCT
107
TIAA CREF Trust
Missouri
$15.1M +$3.7M +45,206 +32%
LFAS
108
Level Four Advisory Services
Texas
$15M +$15.2M +185,309 New
MIAN
109
Mariner Independent Advisor Network
Kansas
$14.8M -$6.6M -80,580 -31%
VFA
110
Voya Financial Advisors
Connecticut
$14.7M -$222K -2,712 -1%
TFF
111
The Family Firm
Maryland
$14.5M +$993K +12,120 +7%
MFS
112
MSI Financial Services
Massachusetts
$14.3M +$1.68M +20,476 +13%
BSWM
113
Boston Standard Wealth Management
Massachusetts
$14.3M +$599K +7,310 +4%
CA
114
Cetera Advisors
Colorado
$14.2M -$6.91M -84,321 -32%
LPT
115
Legacy Private Trust
Wisconsin
$14.1M +$1.63M +19,955 +13%
CTB
116
Country Trust Bank
Illinois
$13.8M +$13.6M +166,010 +3,459%
MI
117
Mercer Investments
Massachusetts
$13.8M -$2.61M -31,881 -16%
GEM
118
Global Endowment Management
North Carolina
$13.7M
GBBWRPM
119
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$13.6M +$84.6K +1,033 +0.6%
CPO
120
Cerity Partners OCIO
New York
$12.9M +$987K +12,050 +8%
CISOA
121
Capital Investment Services of America
Wisconsin
$11.1M -$2.42M -29,575 -18%
LFA
122
Landmark Financial Advisors
Kentucky
$11.1M +$408K +4,980 +4%
BOH
123
Bank of Hawaii
Hawaii
$11M +$475K +5,795 +4%
SFG
124
StrategIQ Financial Group
Indiana
$10.9M +$788K +9,625 +8%
PP
125
PagnatoKarp Partners
Virginia
$10.5M +$10.7M +130,556 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.