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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
GAM
201
Gould Asset Management
California
$1.91M -$2.35M -28,604 -55%
SWM
202
SVA Wealth Management
Wisconsin
$1.91M +$102K +1,238 +6%
JWM
203
Jackson Wealth Management
Florida
$1.83M -$167K -2,026 -8%
AL
204
Aspiriant LLC
California
$1.77M +$368K +4,473 +26%
US Bancorp
205
US Bancorp
Minnesota
$1.75M -$13.2K -160 -0.7%
JG
206
Jefferies Group
New York
$1.72M +$1.74M +21,207 New
Franklin Resources
207
Franklin Resources
California
$1.72M +$269K +3,266 +18%
QA
208
Quantitative Advantage
Minnesota
$1.71M -$3.85M -46,831 -69%
CT
209
Coastline Trust
Rhode Island
$1.71M +$15.2K +185 +0.9%
WB
210
WesBanco Bank
West Virginia
$1.71M -$41.2K -501 -2%
RW
211
Rand Wealth
Maryland
$1.67M -$419K -5,092 -20%
FM
212
Foster & Motley
Ohio
$1.66M -$171K -2,080 -9%
Creative Planning
213
Creative Planning
Kansas
$1.66M -$158K -1,926 -9%
PWMAG
214
Pinnacle Wealth Management Advisory Group
New Jersey
$1.56M +$542K +6,590 +52%
WP
215
WMS Partners
Maryland
$1.55M +$822 +10 +0.1%
FA
216
FC Advisory
Pennsylvania
$1.54M +$67.2K +817 +5%
RCAG
217
Rehmann Capital Advisory Group
Michigan
$1.51M +$6.42K +78 +0.4%
MML Investors Services
218
MML Investors Services
Massachusetts
$1.49M +$1.51M +18,330 New
TTWM
219
TCV Trust & Wealth Management
Virginia
$1.45M +$11.3K +137 +0.8%
DMC
220
Drexel Morgan & Co
Pennsylvania
$1.45M +$18.1K +220 +1%
DIP
221
DT Investment Partners
Pennsylvania
$1.42M +$1.2M +14,572 +502%
WT
222
Whittier Trust
California
$1.37M -$740 -9 -0.1%
Lazard Asset Management
223
Lazard Asset Management
New York
$1.37M
V
224
Veritable
Delaware
$1.35M
VNA
225
Valley National Advisers
Pennsylvania
$1.32M +$175K +2,123 +15%

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.