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Vanguard Total Bond Market

583 hedge funds and large institutions have $24.2B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 284 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 174

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $22.7B → $24.2B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 109115 (+6)

2% more funds holding

Funds holding: 570583 (+13)

2.28% more ownership

Funds ownership: 65.35%67.63% (+2.3%)

5% more call options, than puts

Call options by funds: $541K | Put options by funds: $516K

Holders
583
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
2.87%
New
55
Increased
284
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
176
BB&T Securities
Virginia
$6.28M -$1.63M -19,819 -21%
NC
177
NewSquare Capital
Pennsylvania
$6.26M -$616K -7,506 -9%
NL
178
NWAM LLC
Washington
$6.16M -$637K -7,771 -9%
SFG
179
SNS Financial Group
Minnesota
$6.12M +$1.54M +18,743 +34%
RC
180
Roundview Capital
New Jersey
$6.05M +$96.5K +1,176 +2%
HH
181
Hilltop Holdings
Texas
$6.01M +$3.44M +41,979 +134%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$5.72M -$112K -1,368 -2%
PP
183
PagnatoKarp Partners
Virginia
$5.51M -$1.1M -13,440 -17%
CA
184
Continuum Advisory
Idaho
$5.46M +$116K +1,417 +2%
VanEck Associates
185
VanEck Associates
New York
$5.29M +$1.96M +23,911 +59%
CIA
186
Choate Investment Advisors
Massachusetts
$5.26M -$3.92M -47,819 -43%
UCFA
187
United Capital Financial Advisors
Texas
$5.21M +$160K +1,952 +3%
CIA
188
Capital Investment Advisors
Georgia
$5.11M -$82.9K -1,010 -2%
QA
189
Quantitative Advantage
Minnesota
$5.05M +$276K +3,361 +6%
WS
190
Wela Strategies
Georgia
$5M +$180K +2,190 +4%
RA
191
RFG Advisory
Alabama
$4.93M +$4.93M +60,143 New
LPT
192
Legacy Private Trust
Wisconsin
$4.87M -$376K -4,585 -7%
William Blair & Company
193
William Blair & Company
Illinois
$4.78M +$219K +2,667 +5%
CAN
194
Cetera Advisor Networks
California
$4.75M +$1.13M +13,747 +31%
TD Asset Management
195
TD Asset Management
Ontario, Canada
$4.6M +$631K +7,690 +16%
CCM
196
Chilton Capital Management
Texas
$4.49M +$181K +2,201 +4%
DJSG
197
D.J. St. Germain
Massachusetts
$4.39M -$111K -1,359 -2%
PPA
198
Parametric Portfolio Associates
Washington
$4.38M +$178K +2,174 +4%
WIP
199
Wellesley Investment Partners
Massachusetts
$4.29M -$302K -3,687 -7%
FCIM
200
Fairview Capital Investment Management
California
$4.26M +$43.1K +526 +1%

BND Hedge Fund Activity: Q3 2017 in Review

583 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2017, worth a combined $24.2B — up 6.6% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BND positions and 35 closed out — a net gain of 20 holders — while 284 added to existing stakes and 174 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $681M. The largest seller was Toews Corporation, cutting an estimated $85.5M.

  • 583 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2017, up from 570 in Q2 2017.
  • Funds reported $24.2B of Vanguard Total Bond Market stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 55 funds opened new Vanguard Total Bond Market positions in Q3 2017 and 35 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2017 was Envestnet Asset Management, an estimated $681M added.
  • The largest Vanguard Total Bond Market seller in Q3 2017 was Toews Corporation, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2017.