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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
WCWM
201
Willow Creek Wealth Management
California
$4.05M +$37.2K +453 +0.9%
PA
202
Parallel Advisors
California
$3.92M +$738K +9,000 +23%
CCG
203
Chatham Capital Group
Georgia
$3.88M -$57.4K -700 -1%
CPA
204
Clear Perspective Advisors
Illinois
$3.84M -$23K -280 -0.6%
ABC
205
Associated Banc-Corp
Wisconsin
$3.8M +$115K +1,400 +3%
FPFS
206
First Personal Financial Services
North Carolina
$3.76M +$15.6K +190 +0.4%
FC
207
FIC Capital
New York
$3.69M +$110K +1,340 +3%
FMC
208
First Merchants Corp
Indiana
$3.68M
LI
209
Longer Investments
Arkansas
$3.62M -$1.63M -19,930 -31%
AWM
210
Avior Wealth Management
Nebraska
$3.55M +$123K +1,497 +4%
CFIA
211
Cantor Fitzgerald Investment Advisors
New York
$3.53M -$113K -1,376 -3%
CFA
212
Capstone Financial Advisors
Illinois
$3.53M +$2.78M +33,874 +367%
STMM
213
South Texas Money Management
Texas
$3.5M +$495K +6,030 +16%
CLOS
214
Compagnie Lombard Odier SCmA
Switzerland
$3.49M
PFS
215
Prospera Financial Services
Texas
$3.4M -$195K -2,380 -5%
RG
216
Rathbones Group
United Kingdom
$3.39M -$12.5K -152 -0.4%
HAFS
217
Hapanowicz & Associates Financial Services
Pennsylvania
$3.36M +$476K +5,808 +16%
GRP
218
Global Retirement Partners
California
$3.35M +$273K +3,328 +9%
BC
219
Bartlett & Co
Ohio
$3.29M +$10.4K +127 +0.3%
BCA
220
Bernzott Capital Advisors
California
$3.27M
DADC
221
D.A. Davidson & Co
Montana
$3.2M +$337K +4,110 +12%
EPP
222
ETF Portfolio Partners
Kansas
$3.16M -$6.56K -80 -0.2%
ASN
223
Advisory Services Network
Georgia
$3.12M +$1.09M +13,231 +53%
Squarepoint
224
Squarepoint
New York
$3.11M -$158K -1,930 -5%
LWM
225
Lenox Wealth Management
Ohio
$3.09M -$999K -12,179 -24%

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.