We are live on ! Find out more
BND icon

Vanguard Total Bond Market

774 hedge funds and large institutions have $29.4B invested in Vanguard Total Bond Market in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 383 increasing their positions, 210 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 210

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $27.8B → $29.4B (+$1.58B)

3% more funds holding

Funds holding: 755774 (+19)

2% more funds holding in top 10

Funds holding in top 10: 122125 (+3)

2.11% less ownership

Funds ownership: 66.94%64.83% (-2.1%)

20% less call options, than puts

Call options by funds: $928K | Put options by funds: $1.16M

Holders
774
Holders Change
+19
Holders Change %
+2.52%
% of All Funds
16.97%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
2.74%
New
80
Increased
383
Reduced
210
Closed
52
Calls
$928K
Puts
$1.16M
Net Calls
-$236K
Net Calls Change
-$90K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.27B +$2.28M +27,249 +0.1%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.96B +$20.5M +244,450 +1%
MFRM
3
Milliman Financial Risk Management
Illinois
$1.93B -$27.7M -329,967 -1%
Wells Fargo
4
Wells Fargo
California
$1.52B +$243M +2,901,854 +19%
LPL Financial
5
LPL Financial
California
$1.43B +$201M +2,398,720 +16%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.29B +$38.9M +464,529 +3%
BlackRock
7
BlackRock
New York
$1.19B -$62.4M -744,676 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.18B +$68.3M +814,635 +6%
QI
9
QS Investors
New York
$1.15B -$38.6M -460,235 -3%
SEI Investments
10
SEI Investments
Pennsylvania
$1.01B +$36.9M +439,851 +4%
Morgan Stanley
11
Morgan Stanley
New York
$709M +$23.1M +276,093 +3%
Bank of America
12
Bank of America
North Carolina
$532M +$54.3M +647,278 +11%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$487M +$2.04M +24,304 +0.4%
Vanguard Group
14
Vanguard Group
Pennsylvania
$472M +$63.1M +752,946 +16%
MIS
15
Morningstar Investment Services
Illinois
$457M -$4.33M -51,605 -0.9%
State Street
16
State Street
Massachusetts
$453M +$17.3M +206,740 +4%
RIG
17
RiverFront Investment Group
Virginia
$414M +$107M +1,272,425 +35%
Citigroup
18
Citigroup
New York
$349M -$12.8M -152,904 -4%
UBS Group
19
UBS Group
Switzerland
$311M +$15.7M +187,771 +5%
M&T Bank
20
M&T Bank
New York
$294M +$22.9M +272,655 +8%
LNC
21
Lincoln National Corp
Pennsylvania
$277M +$3.49M +41,624 +1%
Ameriprise
22
Ameriprise
Minnesota
$267M +$17.9M +213,124 +7%
CSIA
23
Charles Schwab Investment Advisory
California
$241M -$2.28M -27,240 -0.9%
Creative Planning
24
Creative Planning
Kansas
$209M -$8.68M -103,497 -4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$209M +$11.3M +134,552 +6%

BND Hedge Fund Activity: Q3 2019 in Review

774 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2019, worth a combined $29.4B — up 5.7% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BND positions and 52 closed out — a net gain of 28 holders — while 383 added to existing stakes and 210 trimmed.

The largest buyer was Wells Fargo, adding an estimated $243M. The largest seller was FDx Advisors, cutting an estimated $87.4M.

  • 774 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2019, up from 755 in Q2 2019.
  • Funds reported $29.4B of Vanguard Total Bond Market stock for Q3 2019, up 5.7% quarter-over-quarter.
  • 80 funds opened new Vanguard Total Bond Market positions in Q3 2019 and 52 closed out, a net change of +28 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2019 was Wells Fargo, an estimated $243M added.
  • The largest Vanguard Total Bond Market seller in Q3 2019 was FDx Advisors, an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2019.