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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
US Bancorp
126
US Bancorp
Minnesota
$10.4M +$4.6M +56,163 +77%
AF
127
Affiance Financial
Minnesota
$10.2M +$594K +7,248 +6%
KSA
128
Ken Stern & Associates
California
$10.1M +$2.28M +27,811 +28%
JWM
129
Jackson Wealth Management
Florida
$10M -$6.53M -79,670 -39%
AII
130
AGF Investments Inc
Ontario, Canada
$9.75M -$592K -7,232 -6%
MG
131
McCutchen Group
Washington
$9.62M +$10.4K +127 +0.1%
KL
132
KWMG LLC
Kansas
$9.41M +$3.57M +43,529 +60%
OCG
133
Opus Capital Group
Ohio
$9.24M +$478K +5,836 +5%
FWM
134
Focused Wealth Management
New York
$9.19M -$1.01M -12,340 -10%
MC
135
Miles Capital
Iowa
$9.16M +$219K +2,673 +2%
HDIM
136
Hanson & Doremus Investment Management
Vermont
$8.93M +$614K +7,502 +7%
LIM
137
Leavell Investment Management
Alabama
$8.83M +$164K +2,007 +2%
RWM
138
Ritholtz Wealth Management
New York
$8.81M +$8.93M +109,027 New
SI
139
SII Investments
Wisconsin
$8.8M +$345K +4,215 +4%
SFPM
140
Sensible Financial Planning & Management
Massachusetts
$8.73M -$208K -2,536 -2%
PA
141
Pinnacle Associates
New York
$8.71M +$276K +3,372 +3%
P
142
Pitcairn
Pennsylvania
$8.66M +$8.78M +107,244 New
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$8.65M +$1.34M +16,346 +18%
F
144
Filament
Washington
$8.58M -$4.02M -49,037 -32%
FAM
145
Foothills Asset Management
Arizona
$8.51M +$1.13M +13,838 +15%
RWA
146
River Wealth Advisors
Pennsylvania
$8.38M +$1.98M +24,184 +30%
SBL
147
Sargent Bickham Lagudis
Colorado
$8.19M +$8.02M +97,864 +2,786%
AW
148
Alpha Windward
Massachusetts
$7.81M -$198K -2,416 -2%
NC
149
NewSquare Capital
Pennsylvania
$7.68M +$2.05M +25,010 +36%
SG Americas Securities
150
SG Americas Securities
New York
$7.66M +$7.77M +94,844 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.