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Vanguard Total Bond Market

675 hedge funds and large institutions have $25.9B invested in Vanguard Total Bond Market in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 286 increasing their positions, 240 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 60

19% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 240

2.29% more ownership

Funds ownership: 68.17%70.46% (+2.3%)

1% more funds holding

Funds holding: 668675 (+7)

2% more capital invested

Capital invested by funds: $25.4B → $25.9B (+$547M)

6% less call options, than puts

Call options by funds: $464K | Put options by funds: $496K

8% less funds holding in top 10

Funds holding in top 10: 134123 (-11)

Holders
675
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
15.47%
Holding in Top 10
123
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.21%
% of All Funds
2.82%
New
72
Increased
286
Reduced
240
Closed
60
Calls
$464K
Puts
$496K
Net Calls
-$32K
Net Calls Change
-$178K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Capstone Financial Advisors
Illinois
$20.3M +$8.44M +105,483 +71%
BWA
102
BDO Wealth Advisors
Florida
$19.9M -$355K -4,429 -2%
Stifel Financial
103
Stifel Financial
Missouri
$19.7M -$19M -237,651 -49%
CCM
104
Coldstream Capital Management
Washington
$19.6M +$1.56M +19,500 +9%
MIAN
105
Mariner Independent Advisor Network
Kansas
$18.9M -$2.43M -30,337 -11%
SCM
106
Stordahl Capital Management
Colorado
$18.7M +$1.27M +15,812 +7%
WB
107
Webster Bank
Connecticut
$18.7M -$3.59M -44,813 -16%
CWM
108
Cornerstone Wealth Management
Missouri
$18.6M +$698K +8,724 +4%
TFF
109
The Family Firm
Maryland
$17.2M +$942K +11,772 +6%
KL
110
KWMG LLC
Kansas
$17.2M +$383K +4,790 +2%
DS
111
DRW Securities
Illinois
$16.8M +$11.2M +140,091 +200%
FAIM
112
Financial Advocates Investment Management
Washington
$16.3M +$126K +1,578 +0.8%
PFM
113
Phillips Financial Management
Indiana
$16.3M +$450K +5,620 +3%
MI
114
Mercer Investments
Massachusetts
$16.3M +$105K +1,314 +0.6%
LFA
115
Landmark Financial Advisors
Kentucky
$16.1M +$1.72M +21,473 +12%
BOH
116
Bank of Hawaii
Hawaii
$14.7M +$833K +10,405 +6%
JP Morgan Chase
117
JP Morgan Chase
New York
$14.5M +$2.45M +30,605 +20%
LSAG
118
Lake Street Advisors Group
New Hampshire
$14.5M -$242K -3,029 -2%
A
119
AdvicePeriod
California
$14.5M +$1.06M +13,276 +8%
IA
120
IFG Advisory
Georgia
$14.4M -$236K -2,944 -2%
OCG
121
Opus Capital Group
Ohio
$14.2M +$1.67M +20,848 +13%
HDIM
122
Hanson & Doremus Investment Management
Vermont
$14M +$1.45M +18,151 +12%
PI
123
PFS Investments
Georgia
$13.5M +$5.33M +66,569 +63%
SFPM
124
Sensible Financial Planning & Management
Massachusetts
$13.2M +$472K +5,891 +4%
FG
125
Fiduciary Group
Georgia
$13M -$11M -137,369 -46%

BND Hedge Fund Activity: Q1 2018 in Review

675 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2018, worth a combined $25.9B — up 2.2% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BND positions and 60 closed out — a net gain of 12 holders — while 286 added to existing stakes and 240 trimmed.

The largest buyer was QS Investors, adding an estimated $347M. The largest seller was Wells Fargo, cutting an estimated $205M.

  • 675 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2018, up from 668 in Q4 2017.
  • Funds reported $25.9B of Vanguard Total Bond Market stock for Q1 2018, up 2.2% quarter-over-quarter.
  • 72 funds opened new Vanguard Total Bond Market positions in Q1 2018 and 60 closed out, a net change of +12 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2018 was QS Investors, an estimated $347M added.
  • The largest Vanguard Total Bond Market seller in Q1 2018 was Wells Fargo, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2018.