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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
FFS
176
Founders Financial Securities
Maryland
$5.39M +$1.33M +16,287 +32%
WIM
177
Westside Investment Management
California
$5.27M +$3.85M +46,986 New
BTIS
178
BB&T Investment Services
North Carolina
$5.22M +$5.29M +64,608 New
DJSG
179
D.J. St. Germain
Massachusetts
$5.18M -$169K -2,068 -3%
UB
180
UMB Bank
Missouri
$5.17M -$32.7K -399 -0.6%
CIM
181
Cambria Investment Management
California
$5.16M +$2.74M +33,503 +110%
BWP
182
Baldwin Wealth Partners
Massachusetts
$5.16M -$851K -10,394 -14%
NMC
183
Nine Masts Capital
Hong Kong
$5.01M +$205K +2,500 +4%
BFEC
184
Benjamin F. Edwards & Company
Missouri
$4.88M +$261K +3,184 +6%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$4.79M -$344K -4,200 -7%
WIP
186
Wellesley Investment Partners
Massachusetts
$4.74M -$56.1K -685 -1%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$4.56M -$764K -9,331 -14%
UCFA
188
United Capital Financial Advisors
Texas
$4.44M +$1.12M +13,709 +33%
WCWM
189
Willow Creek Wealth Management
California
$4.26M +$4.32M +52,759 New
ICOA
190
Investment Centers of America
North Dakota
$4.2M +$2.02M +24,628 +90%
WFWM
191
Wechter Feldman Wealth Management
New Jersey
$4.2M +$4.25M +51,927 New
ACM
192
AUA Capital Management
Pennsylvania
$4.17M +$4.22M +51,574 New
FCIM
193
Fairview Capital Investment Management
California
$4.13M +$4.19M +51,138 New
LI
194
Longer Investments
Arkansas
$4.05M +$4.11M +50,145 New
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$3.87M +$3.76M +45,908 +2,334%
CCG
196
Chatham Capital Group
Georgia
$3.84M +$16.4K +200 +0.4%
AL
197
Aspiriant LLC
California
$3.8M +$1.58M +19,252 +69%
FPFS
198
First Personal Financial Services
North Carolina
$3.75M -$2.95K -36 -0.1%
FMC
199
First Merchants Corp
Indiana
$3.63M
BC
200
Bartlett & Co
Ohio
$3.6M -$57.3K -700 -2%

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.