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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
OCG
101
Opus Capital Group
Ohio
$29.3M -$3.44M -41,070 -11%
MNG
102
Manning & Napier Group
New York
$28.2M
Boston Partners
103
Boston Partners
Massachusetts
$27.9M +$200K +2,384 +0.7%
EWM
104
Executive Wealth Management
Michigan
$26.7M +$1.49M +17,799 +6%
SG Americas Securities
105
SG Americas Securities
New York
$26.3M +$26.1M +311,596 New
SIM
106
Stratos Investment Management
Ohio
$26.2M +$2.78M +33,144 +12%
GC
107
Gilbert & Cook
Iowa
$25.4M +$720K +8,590 +3%
FIG
108
FundX Investment Group
California
$25M +$2.26M +26,984 +10%
CAM
109
Chandler Asset Management
California
$24.2M +$2.62M +31,310 +12%
GJIC
110
Gamble Jones Investment Counsel
California
$24M +$3.73M +44,475 +19%
SCM
111
Stordahl Capital Management
Colorado
$24M +$117K +1,391 +0.5%
PIMG
112
Patriot Investment Management Group
Tennessee
$23.7M +$1.85M +22,114 +9%
Mirae Asset Global Investments
113
Mirae Asset Global Investments
South Korea
$22.3M +$7.09M +84,557 +47%
CBB
114
Citizens Business Bank
California
$22M +$325K +3,874 +2%
CWM
115
Campbell Wealth Management
Virginia
$21.9M +$1.29M +15,387 +6%
MML Investors Services
116
MML Investors Services
Massachusetts
$21.6M -$1.93M -23,074 -8%
HDIM
117
Hanson & Doremus Investment Management
Vermont
$21.1M +$673K +8,024 +3%
BWA
118
BDO Wealth Advisors
Florida
$20.7M +$764K +9,119 +4%
US Bancorp
119
US Bancorp
Minnesota
$20.6M +$371K +4,431 +2%
TFF
120
The Family Firm
Maryland
$20.5M -$178K -2,125 -0.9%
COI
121
Capital One Investing
Virginia
$20.3M -$872K -10,404 -4%
CWM
122
Cornerstone Wealth Management
Missouri
$20.1M -$387K -4,617 -2%
RCS
123
Retirement Capital Strategies
California
$20.1M -$216K -2,574 -1%
LSAG
124
Lake Street Advisors Group
New Hampshire
$20M +$1.43M +17,081 +7%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$19.4M +$6.38M +76,151 +50%

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.