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Vanguard Total Bond Market

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $13.7B → $15.2B (+$1.5B)

3% more funds holding

Funds holding: 320331 (+11)

2% more funds holding in top 10

Funds holding in top 10: 5657 (+1)

0.96% more ownership

Funds ownership: 74.03%74.99% (+0.96%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.82M

Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.51%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
201
Clifford Swan Investment Counsel
California
$911K
FTIOP
202
Fiduciary Trust International of Pennsylvania
Pennsylvania
$891K -$10.2K -125 -1%
CCM
203
Coe Capital Management
Illinois
$886K +$119K +1,460 +16%
V
204
Veritable
Delaware
$885K -$26.2K -320 -3%
AAM
205
Autus Asset Management
Arizona
$836K -$163K -1,997 -16%
US Bancorp
206
US Bancorp
Minnesota
$829K -$89.1K -1,090 -10%
CIA
207
Choate Investment Advisors
Massachusetts
$816K +$76.4K +935 +10%
ICAS
208
Investors Capital Advisory Services
Massachusetts
$788K +$8.58K +105 +1%
Millennium Management
209
Millennium Management
New York
$774K +$76.5K +936 +11%
BCM
210
Blume Capital Management
California
$766K +$69.5K +850 +10%
SI
211
SII Investments
Wisconsin
$741K -$45.5K -557 -6%
ECM
212
ETrade Capital Management
Virginia
$717K -$9.32K -114 -1%
JG
213
Jefferies Group
New York
$706K +$702K +8,591 New
MHS
214
M Holdings Securities
Oregon
$701K +$358K +4,377 +105%
BCA
215
Bernzott Capital Advisors
California
$662K +$658K +8,050 New
MIAN
216
Mariner Independent Advisor Network
Kansas
$629K +$625K +7,646 New
CT
217
Coastline Trust
Rhode Island
$624K -$47.6K -583 -7%
JIR
218
James Investment Research
Ohio
$623K
LIA
219
LS Investment Advisors
Michigan
$623K
1832 Asset Management
220
1832 Asset Management
Ontario, Canada
$617K +$245K +3,000 +60%
ATC
221
Adirondack Trust Company
New York
$611K -$54.4K -665 -8%
CWM
222
Concert Wealth Management
California
$606K -$113K -1,385 -15%
ONB
223
Old National Bancorp
Indiana
$606K +$603K +7,372 New
1IC
224
1919 Investment Counsel
Maryland
$603K -$6.13K -75 -1%
FBNAT
225
FirstMerit Bank N.A. Trustee
Ohio
$589K +$52.6K +643 +10%

BND Hedge Fund Activity: Q2 2014 in Review

331 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2014, worth a combined $15.2B — up 11% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BND positions and 20 closed out — a net gain of 14 holders — while 146 added to existing stakes and 109 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $202M. The largest seller was State Street, cutting an estimated $76.9M.

  • 331 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2014, up from 320 in Q1 2014.
  • Funds reported $15.2B of Vanguard Total Bond Market stock for Q2 2014, up 11% quarter-over-quarter.
  • 34 funds opened new Vanguard Total Bond Market positions in Q2 2014 and 20 closed out, a net change of +14 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2014 was Jones Financial Companies, an estimated $202M added.
  • The largest Vanguard Total Bond Market seller in Q2 2014 was State Street, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2014.