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Vanguard Total Bond Market

521 hedge funds and large institutions have $20.4B invested in Vanguard Total Bond Market in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $480K | Put options by funds: $253K

83% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 143

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

3% more funds holding

Funds holding: 508521 (+13)

3% less capital invested

Capital invested by funds: $21.1B → $20.4B (-$660M)

3.57% less ownership

Funds ownership: 66.93%63.36% (-3.6%)

6% less funds holding in top 10

Funds holding in top 10: 10498 (-6)

Holders
521
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.9%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
2.61%
New
46
Increased
262
Reduced
143
Closed
29
Calls
$480K
Puts
$253K
Net Calls
+$227K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
GLRA
201
Gerald L. Ray & Associates
Texas
$2.85M +$2.85M +33,891 New
WB
202
WesBanco Bank
West Virginia
$2.82M +$632K +7,513 +29%
CB
203
Community Bank
New York
$2.81M -$226K -2,689 -7%
SAM
204
Stringer Asset Management
Tennessee
$2.74M -$1.85K -22 -0.1%
AFP
205
Ausdal Financial Partners
Iowa
$2.73M +$230K +2,734 +9%
JRP
206
Jasper Ridge Partners
California
$2.66M
HH
207
Hilltop Holdings
Texas
$2.65M
FHC
208
First Heartland Consultants
Missouri
$2.63M +$516K +6,130 +24%
AWM
209
Avior Wealth Management
Nebraska
$2.56M +$92.9K +1,104 +4%
CIM
210
Cambria Investment Management
California
$2.56M -$1.03M -12,260 -29%
ASN
211
Advisory Services Network
Georgia
$2.56M +$905K +10,749 +55%
AA
212
Apriem Advisors
California
$2.5M -$24.1K -286 -1%
MML Investors Services
213
MML Investors Services
Massachusetts
$2.49M +$823K +9,776 +49%
Comerica Bank
214
Comerica Bank
Texas
$2.47M +$416K +4,947 +20%
CLOS
215
Compagnie Lombard Odier SCmA
Switzerland
$2.46M +$387K +4,600 +19%
AF
216
Aldebaran Financial
$2.45M +$626K +7,440 +34%
ACS
217
Archford Capital Strategies
Illinois
$2.39M +$2.18M +25,903 +1,038%
EK
218
Evensky & Katz
Florida
$2.35M -$270K -3,203 -10%
AL
219
Aspiriant LLC
California
$2.33M +$957K +11,370 +69%
ICOA
220
Investment Centers of America
North Dakota
$2.3M +$511K +6,076 +29%
VKH
221
Virtu KCG Holdings
New York
$2.27M +$1.99M +23,660 +700%
IF
222
IRON Financial
Illinois
$2.26M +$9.76K +116 +0.4%
SWM
223
SVA Wealth Management
Wisconsin
$2.24M +$73.7K +875 +3%
MA
224
MUFG Americas
New York
$2.24M +$268K +3,188 +14%
W
225
Wealthfront
California
$2.19M +$19.7K +234 +0.9%

BND Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2016, worth a combined $20.4B — down 3.1% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BND positions and 29 closed out — a net gain of 17 holders — while 262 added to existing stakes and 143 trimmed.

The largest buyer was Wells Fargo, adding an estimated $213M. The largest seller was Windhaven Investment Management, cutting an estimated $317M.

  • 521 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2016, up from 508 in Q2 2016.
  • Funds reported $20.4B of Vanguard Total Bond Market stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Bond Market positions in Q3 2016 and 29 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2016 was Wells Fargo, an estimated $213M added.
  • The largest Vanguard Total Bond Market seller in Q3 2016 was Windhaven Investment Management, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2016.