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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
KL
176
KWMG LLC
Kansas
$2.7M +$1.68M +20,442 +160%
ANTB
177
AMG National Trust Bank
Colorado
$2.7M +$800K +9,722 +41%
ABC
178
Associated Banc-Corp
Wisconsin
$2.7M +$276K +3,356 +11%
EK
179
Evensky & Katz
Florida
$2.69M +$11.3K +137 +0.4%
MA
180
MUFG Americas
New York
$2.63M +$1.32M +16,050 +99%
AA
181
Apriem Advisors
California
$2.6M +$180K +2,188 +7%
IH
182
IFC Holdings
Florida
$2.59M -$1.53M -18,569 -37%
OCG
183
Opus Capital Group
Ohio
$2.57M +$332K +4,042 +15%
JRP
184
Jasper Ridge Partners
California
$2.56M -$39.6K -482 -2%
ZB
185
Zions Bancorporation
Utah
$2.52M +$1.63M +19,849 +177%
SAM
186
Stringer Asset Management
Tennessee
$2.52M +$493K +5,995 +24%
NEIRG
187
New England Investment & Retirement Group
Massachusetts
$2.49M +$78.3K +952 +3%
FPFS
188
First Personal Financial Services
North Carolina
$2.47M +$196K +2,382 +9%
Comerica Bank
189
Comerica Bank
Texas
$2.45M +$1.3M +15,812 +110%
F
190
FutureAdvisor
California
$2.32M +$1.67M +20,366 +244%
DWM
191
Destination Wealth Management
California
$2.24M +$2.27M +27,608 New
TD Asset Management
192
TD Asset Management
Ontario, Canada
$2.13M +$119K +1,442 +6%
BWM
193
Bernicke Wealth Management
Wisconsin
$2.08M -$1.26M -15,287 -37%
FNT
194
First National Trust
Pennsylvania
$2.07M +$2.1M +25,491 New
BPCE
195
Bank Pictet & Cie (Europe)
Germany
$2.03M +$2.06M +25,000 New
CAN
196
Cetera Advisor Networks
California
$2M
DC
197
Deschaine & Company
Illinois
$2M +$399K +4,848 +25%
FG
198
Fiduciary Group
Georgia
$1.99M +$2.01M +24,474 New
AP
199
Advisors Preferred
Maryland
$1.94M -$893K -10,859 -31%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$1.94M -$833K -10,134 -30%

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.