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Vanguard Total Bond Market
BND

Overview Fund Activity

318 hedge funds and large institutions have $12.3B invested in Vanguard Total Bond Market in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 133 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
9.24%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
1.51%
New
53
Increased
94
Reduced
133
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$1.14B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$187M
3
JRP
Jasper Ridge Partners
California
+$40.2M
4
QLMGAA
QS Legg Mason Global Asset Allocation
New York
+$39.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$240M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$62.1M
3
U
UBS
Switzerland
-$53.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.8M
5
Lazard Asset Management
Lazard Asset Management
New York
-$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HJA
251
Hugh Johnson Advisors
New York
$293K -$8.54M -106,768 -97%
HCM
252
Hengehold Capital Management
Ohio
$290K -$45.1K -564 -13%
PFP
253
Pinnacle Financial Partners
Tennessee
$289K – – –
AIA
254
Alerus Investment Advisors
Minnesota
$276K – – –
MWM
255
Modera Wealth Management
New Jersey
$274K +$274K +3,419 New
CA
256
Cetera Advisors
Colorado
$267K -$184K -2,288 -41%
DSC
257
Duncker Streett & Co
Missouri
$261K +$261K +3,260 New
Loomis, Sayles & Company
258
Loomis, Sayles & Company
Massachusetts
$260K +$260K +3,250 New
ICOA
259
Investment Centers of America
North Dakota
$258K -$1.14M -14,205 -82%
VCAM
260
Van Cleef Asset Management
Ohio
$250K -$10K -125 -4%
JG
261
Jefferies Group
New York
$249K -$7.59M -94,961 -97%
GJIC
262
Gamble Jones Investment Counsel
California
$247K -$41.7K -521 -14%
PFA
263
Paradigm Financial Advisors
Missouri
$245K +$245K +3,059 New
Vanguard Group
264
Vanguard Group
Pennsylvania
$237K +$237K +2,957 New
JIC
265
Johnson Investment Counsel
Ohio
$237K +$237K +2,963 New
LPT
266
Legacy Private Trust
Wisconsin
$235K +$235K +2,935 New
ZF
267
Zhang Financial
Michigan
$231K – – –
PFO
268
Pathstone Family Office
New Jersey
$228K +$225K +2,810 +6,854%
SA
269
SRH Advisors
Kansas
$227K +$227K +2,830 New
IFS
270
Ifrah Financial Services
Arkansas
$226K +$226K +2,825 New
RT
271
Reliance Trust
Georgia
$223K – – –
BJL
272
Brighton Jones LLC
Washington
$214K +$1.76K +22 +0.8%
AP
273
Advisor Partners
California
$213K -$12.3K -154 -5%
IIC
274
Ironwood Investment Counsel
Arizona
$211K – – –
RFS
275
Rockefeller Financial Services
New York
$172K – – –
9 10
11
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