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Vanguard Total Bond Market
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Overview Fund Activity

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.52%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
–
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$203M
2
AUIM
Aegon USA Investment Management
Iowa
+$135M
3
U
UBS
Switzerland
+$131M
4
SCM
Saba Capital Management
New York
+$93.8M
5
Bank of America
Bank of America
North Carolina
+$60.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$77.4M
2
MIH
Madison Investment Holdings
Wisconsin
-$62.8M
3
WCM
Weatherstone Capital Management
Colorado
-$31M
4
PPA
Parametric Portfolio Associates
Washington
-$31M
5
WCM
Windham Capital Management
Massachusetts
-$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
226
Optimum Investment Advisors
Illinois
$572K -$32.9K -400 -5%
Comerica Bank
227
Comerica Bank
Texas
$568K +$53.2K +646 +10%
IAM
228
Integre Asset Management
New York
$564K +$232K +2,824 +70%
PSI
229
Pinnacle Summer Investments
Virginia
$551K – – –
AMG
230
Asset Management Group
Connecticut
$542K +$3.7K +45 +0.7%
PFO
231
Pathstone Family Office
New Jersey
$536K -$3.37K -41 -0.6%
HIMC
232
Heritage Investors Management Corp
Maryland
$525K -$7.9K -96 -1%
MFS
233
MSI Financial Services
Massachusetts
$525K +$37.7K +459 +8%
DBIA
234
Dumont & Blake Investment Advisors
New Jersey
$524K – – –
WSFS
235
Wilmington Savings Fund Society
Delaware
$513K – – –
CA
236
Cetera Advisors
Colorado
$503K +$109K +1,341 +28%
SSB
237
Sandy Spring Bank
Maryland
$496K +$496K +6,037 New
DSC
238
Duncker Streett & Co
Missouri
$493K +$55K +670 +13%
LFG
239
LifePlan Financial Group
Ohio
$489K +$50.3K +611 +11%
TF
240
Trutina Financial
Washington
$474K -$131K -1,590 -22%
MA
241
MUFG Americas
New York
$468K – – –
EWM
242
Empirical Wealth Management
Washington
$467K +$140K +1,703 +43%
HFS
243
HL Financial Services
Kentucky
$459K -$89.1K -1,083 -16%
MWM
244
Modera Wealth Management
New Jersey
$452K +$239K +2,903 +112%
JVBC
245
J.V. Bruni & Co
Colorado
$449K – – –
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$423K -$136K -1,653 -24%
NB
247
NBT Bank
New York
$419K -$104K -1,265 -20%
RFA
248
Reilly Financial Advisors
California
$419K +$272K +3,322 +185%
RMDI
249
R.M. Davis Inc
Maine
$389K -$2.14K -26 -0.5%
AW
250
ACG Wealth
Georgia
$386K +$386K +4,692 New
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