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Vanguard Total Bond Market

435 hedge funds and large institutions have $14.3B invested in Vanguard Total Bond Market in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $1.67M

12% more funds holding in top 10

Funds holding in top 10: 7887 (+9)

11% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 35

10% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 156

0% less funds holding

Funds holding: 436435 (-1)

11.63% less ownership

Funds ownership: 69.05%57.42% (-12%)

20% less capital invested

Capital invested by funds: $18B → $14.3B (-$3.68B)

Holders
435
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
12.14%
Holding in Top 10
87
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.54%
% of All Funds
2.43%
New
39
Increased
171
Reduced
156
Closed
35
Calls
$2.3M
Puts
$1.67M
Net Calls
+$630K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
201
RhumbLine Advisers
Massachusetts
$1.59M -$4.11M -50,442 -72%
DS
202
DRW Securities
Illinois
$1.57M -$8.62M -105,757 -85%
FA
203
FC Advisory
Pennsylvania
$1.57M +$13.2K +162 +0.9%
Neuberger Berman Group
204
Neuberger Berman Group
New York
$1.53M -$422K -5,179 -22%
RCAG
205
Rehmann Capital Advisory Group
Michigan
$1.52M -$1.06K -13 -0.1%
PWMAG
206
Pinnacle Wealth Management Advisory Group
New Jersey
$1.51M -$60.1K -738 -4%
Creative Planning
207
Creative Planning
Kansas
$1.49M -$181K -2,215 -11%
BIA
208
Barry Investment Advisors
Massachusetts
$1.49M +$29.6K +363 +2%
V
209
Veritable
Delaware
$1.47M +$110K +1,355 +8%
BWM
210
Bernicke Wealth Management
Wisconsin
$1.47M -$628K -7,703 -30%
TTWM
211
TCV Trust & Wealth Management
Virginia
$1.46M -$3.99K -49 -0.3%
FA
212
Fagan Associates
New York
$1.43M +$704K +8,636 +97%
IH
213
IFC Holdings
Florida
$1.42M -$1.19M -14,649 -46%
MFS
214
MSI Financial Services
Massachusetts
$1.42M +$106K +1,305 +8%
FM
215
Foster & Motley
Ohio
$1.41M -$261K -3,208 -16%
VNA
216
Valley National Advisers
Pennsylvania
$1.41M +$77.3K +949 +6%
Lazard Asset Management
217
Lazard Asset Management
New York
$1.4M
ZB
218
Zions Bancorporation
Utah
$1.39M -$1.14M -14,025 -45%
LFG
219
LifePlan Financial Group
Ohio
$1.38M +$394K +4,836 +40%
WT
220
Whittier Trust
California
$1.36M -$26.9K -330 -2%
DMC
221
Drexel Morgan & Co
Pennsylvania
$1.35M -$110K -1,350 -8%
HIS
222
Horizon Investment Services
Indiana
$1.34M +$108K +1,328 +9%
Comerica Bank
223
Comerica Bank
Texas
$1.34M -$1.13M -13,881 -46%
LJHT
224
Laurie J. Hall Trustee
$1.31M
SWP
225
Stratos Wealth Partners
Ohio
$1.3M +$742K +9,102 +135%

BND Hedge Fund Activity: Q3 2015 in Review

435 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2015, worth a combined $14.3B — down 20% from $18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BND positions and 35 closed out — a net gain of 4 holders — while 171 added to existing stakes and 156 trimmed.

The largest buyer was QS Investors, adding an estimated $838M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $4.66B sold.

  • 435 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2015, down from 436 in Q2 2015.
  • Funds reported $14.3B of Vanguard Total Bond Market stock for Q3 2015, down 20% quarter-over-quarter.
  • 39 funds opened new Vanguard Total Bond Market positions in Q3 2015 and 35 closed out, a net change of +4 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2015 was QS Investors, an estimated $838M added.
  • The largest Vanguard Total Bond Market seller in Q3 2015 was Aegon USA Investment Management, an estimated $4.66B sold.

Based on aggregated 13F filings for Q3 2015.