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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
LIM
126
Leavell Investment Management
Alabama
$6.53M +$100K +1,218 +2%
VFS
127
VSR Financial Services
Kansas
$6.52M +$130K +1,586 +2%
KL
128
Kinsight LLC
Alabama
$6.38M -$278K -3,379 -4%
KSA
129
Ken Stern & Associates
California
$6.16M +$1.22M +14,811 +24%
William Blair & Company
130
William Blair & Company
Illinois
$6.06M -$89.6K -1,090 -1%
CA
131
Cetera Advisors
Colorado
$5.94M +$2.5M +30,400 +71%
STMM
132
South Texas Money Management
Texas
$5.84M +$222K +2,698 +4%
SIG
133
Stanford Investment Group
California
$5.82M +$1.53M +18,553 +35%
RBCM
134
Raub Brock Capital Management
California
$5.71M +$499K +6,070 +9%
RhumbLine Advisers
135
RhumbLine Advisers
Massachusetts
$5.68M +$1.57M +19,100 +38%
DADC
136
D.A. Davidson & Co
Montana
$5.64M +$285K +3,470 +5%
RWA
137
River Wealth Advisors
Pennsylvania
$5.49M +$38.1K +463 +0.7%
MIAN
138
Mariner Independent Advisor Network
Kansas
$5.33M +$155K +1,888 +3%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$5.1M +$5.16M +62,774 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$4.55M -$50.9K -619 -1%
CC
141
Callan Capital
California
$4.51M +$77.1K +938 +2%
NL
142
NWAM LLC
Washington
$4.27M +$1.85M +22,490 +74%
AIG
143
American International Group
New York
$4.21M -$83.4K -1,014 -2%
AP
144
Agilis Partners
Massachusetts
$4.16M +$4.21M +51,232 New
CPO
145
Cerity Partners OCIO
New York
$4.13M +$160K +1,947 +4%
BCM
146
Brookstone Capital Management
Illinois
$4.1M -$366K -4,448 -8%
W
147
Wealthfront
California
$4.06M -$569K -6,915 -12%
SC
148
SouthState Corp
Florida
$3.91M -$1.81K -22 -0%
BC
149
Bartlett & Co
Ohio
$3.83M +$2.57M +31,300 +197%
RFC
150
Regions Financial Corp
Alabama
$3.81M +$216K +2,629 +6%

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.