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Vanguard Total Bond Market

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $13.7B → $15.2B (+$1.5B)

3% more funds holding

Funds holding: 320331 (+11)

2% more funds holding in top 10

Funds holding in top 10: 5657 (+1)

0.96% more ownership

Funds ownership: 74.03%74.99% (+0.96%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.82M

Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.51%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$2.21M +$400K +4,893 +22%
CPO
152
Cerity Partners OCIO
New York
$1.99M +$254K +3,113 +15%
NPC
153
National Planning Corporation
California
$1.99M +$33.8K +413 +2%
GAM
154
Gould Asset Management
California
$1.94M -$634K -7,762 -25%
TD Asset Management
155
TD Asset Management
Ontario, Canada
$1.91M -$36K -440 -2%
NL
156
NWAM LLC
Washington
$1.89M -$20.7K -253 -1%
VNB
157
Valley National Bancorp
New York
$1.88M -$184K -2,251 -9%
WCM
158
Windham Capital Management
Massachusetts
$1.74M -$26.7M -326,376 -94%
AIG
159
American International Group
New York
$1.7M -$449K -5,493 -21%
Creative Planning
160
Creative Planning
Kansas
$1.7M +$313K +3,834 +23%
BPBT
161
Boston Private Bank & Trust
Massachusetts
$1.68M +$150K +1,830 +10%
PAG
162
Private Advisor Group
New Jersey
$1.68M +$690K +8,439 +70%
TTWM
163
TCV Trust & Wealth Management
Virginia
$1.62M -$29.8K -365 -2%
RCAG
164
Rehmann Capital Advisory Group
Michigan
$1.58M +$163 +2 +0%
Franklin Resources
165
Franklin Resources
California
$1.57M +$862K +10,545 +123%
DMC
166
Drexel Morgan & Co
Pennsylvania
$1.51M -$873K -10,682 -37%
FHC
167
First Heartland Consultants
Missouri
$1.49M +$35.1K +430 +2%
WT
168
Whittier Trust
California
$1.41M -$74.8K -915 -5%
BUB
169
BBVA USA Bancshares
Texas
$1.4M -$69.5K -850 -5%
Barclays
170
Barclays
United Kingdom
$1.39M +$281K +3,439 +26%
SWM
171
SVA Wealth Management
Wisconsin
$1.35M -$2.31M -28,216 -63%
WP
172
WMS Partners
Maryland
$1.34M +$333K +4,072 +33%
LJHT
173
Laurie J. Hall Trustee
$1.32M
RG
174
Rathbones Group
United Kingdom
$1.31M +$192K +2,350 +17%
HCMT
175
Highland Capital Management (Tennessee)
Tennessee
$1.3M +$1.29M +15,825 New

BND Hedge Fund Activity: Q2 2014 in Review

331 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2014, worth a combined $15.2B — up 11% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BND positions and 20 closed out — a net gain of 14 holders — while 146 added to existing stakes and 109 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $202M. The largest seller was State Street, cutting an estimated $76.9M.

  • 331 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2014, up from 320 in Q1 2014.
  • Funds reported $15.2B of Vanguard Total Bond Market stock for Q2 2014, up 11% quarter-over-quarter.
  • 34 funds opened new Vanguard Total Bond Market positions in Q2 2014 and 20 closed out, a net change of +14 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2014 was Jones Financial Companies, an estimated $202M added.
  • The largest Vanguard Total Bond Market seller in Q2 2014 was State Street, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2014.