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Vanguard Total Bond Market

668 hedge funds and large institutions have $25.4B invested in Vanguard Total Bond Market in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 279 increasing their positions, 184 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 44

52% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 184

17% more funds holding in top 10

Funds holding in top 10: 115134 (+19)

15% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $947K

15% more funds holding

Funds holding: 583668 (+85)

5% more capital invested

Capital invested by funds: $24.2B → $25.4B (+$1.15B)

0.54% more ownership

Funds ownership: 67.63%68.17% (+0.54%)

Holders
668
Holders Change
+85
Holders Change %
+14.58%
% of All Funds
15.15%
Holding in Top 10
134
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+16.52%
% of All Funds
3.04%
New
135
Increased
279
Reduced
184
Closed
44
Calls
$1.09M
Puts
$947K
Net Calls
+$146K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
151
Miles Capital
Iowa
$9.77M +$118K +1,444 +1%
LFS
152
Legacy Financial Strategies
Kansas
$9.44M +$9.45M +115,751 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$9.43M +$978K +11,975 +12%
AL
154
Aspiriant LLC
California
$9.33M -$20.2M -247,710 -68%
Millennium Management
155
Millennium Management
New York
$9.3M +$1.95M +23,872 +26%
DRS
156
Deane Retirement Strategies
Louisiana
$9.28M -$189K -2,312 -2%
FAM
157
Foothills Asset Management
Arizona
$9.12M -$385K -4,713 -4%
IWC
158
Integrated Wealth Concepts
Massachusetts
$9.01M +$9.06M +110,898 New
TA
159
Trellis Advisors
Washington
$8.99M +$9M +110,198 New
GJIC
160
Gamble Jones Investment Counsel
California
$8.69M +$1.23M +15,118 +17%
F
161
Filament
Washington
$8.67M +$1.96K +24 +0%
AF
162
Affiance Financial
Minnesota
$8.59M +$1.06M +12,963 +14%
PI
163
PFS Investments
Georgia
$8.46M +$8.57M +104,907 New
SFG
164
SNS Financial Group
Minnesota
$8.43M +$2.34M +28,616 +38%
MG
165
McCutchen Group
Washington
$8.33M -$270K -3,311 -3%
EF
166
Empirical Finance
Pennsylvania
$8.08M +$8.09M +99,020 New
HI
167
Horizon Investments
North Carolina
$7.99M +$1.12M +13,679 +16%
AW
168
Alpha Windward
Massachusetts
$7.69M +$249K +3,049 +3%
CIM
169
Cambria Investment Management
California
$7.67M +$1.16M +14,189 +18%
FFS
170
Founders Financial Securities
Maryland
$7.62M +$1.32M +16,155 +21%
CWM
171
Connecticut Wealth Management
Connecticut
$7.6M +$6.9M +84,474 +939%
SBL
172
Sargent Bickham Lagudis
Colorado
$7.5M +$58K +710 +0.8%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$7.32M +$1.63M +19,931 +29%
DAM
174
Delta Asset Management
Tennessee
$7.28M +$9.15K +112 +0.1%
AII
175
AGF Investments Inc
Ontario, Canada
$7.2M -$704K -8,618 -9%

BND Hedge Fund Activity: Q4 2017 in Review

668 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2017, worth a combined $25.4B — up 4.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new BND positions and 44 closed out — a net gain of 91 holders — while 279 added to existing stakes and 184 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $198M. The largest seller was Goldman Sachs, cutting an estimated $99.7M.

  • 668 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2017, up from 583 in Q3 2017.
  • Funds reported $25.4B of Vanguard Total Bond Market stock for Q4 2017, up 4.7% quarter-over-quarter.
  • 135 funds opened new Vanguard Total Bond Market positions in Q4 2017 and 44 closed out, a net change of +91 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2017 was Envestnet Asset Management, an estimated $198M added.
  • The largest Vanguard Total Bond Market seller in Q4 2017 was Goldman Sachs, an estimated $99.7M sold.

Based on aggregated 13F filings for Q4 2017.