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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
RWA
151
River Wealth Advisors
Pennsylvania
$12.7M -$4.53K -54 -0%
SBL
152
Sargent Bickham Lagudis
Colorado
$12.4M -$248K -2,953 -2%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$12.1M -$2.98M -35,500 -20%
IWC
154
Integrated Wealth Concepts
Massachusetts
$12.1M +$1.57M +18,787 +15%
Lido Advisors
155
Lido Advisors
California
$12.1M +$47.2K +563 +0.4%
AP
156
Agilis Partners
Massachusetts
$11.8M +$1.65M +19,669 +16%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$11.8M -$406K -4,848 -3%
BP
158
Ballentine Partners
Massachusetts
$11.6M +$3.43M +40,888 +43%
NC
159
NewSquare Capital
Pennsylvania
$10.9M +$338K +4,034 +3%
AUIM
160
Aegon USA Investment Management
Iowa
$10.8M -$278K -3,320 -3%
EI
161
Ellevest Inc
New York
$10.6M -$4M -47,682 -28%
MWP
162
Moller Wealth Partners
$10.6M -$432K -5,159 -4%
TA
163
Trellis Advisors
Washington
$10.5M -$114K -1,359 -1%
CIM
164
Cambria Investment Management
California
$10.5M -$7.68M -91,604 -42%
HW
165
Hancock Whitney
Mississippi
$10.4M +$468K +5,587 +5%
VanEck Associates
166
VanEck Associates
New York
$10.4M -$2.75M -32,753 -21%
GRP
167
Global Retirement Partners
California
$10.3M +$1.7M +20,299 +20%
BOH
168
Bank of Hawaii
Hawaii
$10.2M +$131K +1,565 +1%
EWA
169
EP Wealth Advisors
California
$10.1M +$10M +119,582 New
MC
170
Miles Capital
Iowa
$9.9M +$780K +9,307 +9%
BC
171
Brinker Capital
Pennsylvania
$9.86M -$1.57M -18,683 -14%
AC
172
Alley Company
Illinois
$9.8M +$86.1K +1,027 +0.9%
SPIA
173
Steward Partners Investment Advisory
New York
$9.78M +$5.01M +59,785 +107%
BS
174
Banco Santander
Spain
$9.58M -$25.1M -298,957 -72%
B
175
Bridgeworth
Alabama
$9.57M -$304K -3,625 -3%

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.