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Vanguard Total Bond Market
BND

Overview Fund Activity

499 hedge funds and large institutions have $20.5B invested in Vanguard Total Bond Market in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+26
Holders Change %
+5.5%
% of All Funds
13.32%
Holding in Top 10
99
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.21%
% of All Funds
2.64%
New
66
Increased
204
Reduced
172
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$279M
2
USAA
United Services Automobile Association
Texas
+$92.3M
3
Goldman Sachs
Goldman Sachs
New York
+$91.1M
4
State Street
State Street
Massachusetts
+$85M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$83.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$555M
2
WIM
Windhaven Investment Management
Massachusetts
-$87.8M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$41.4M
4
BlackRock
BlackRock
New York
-$40.7M
5
PCA
Personal Capital Advisors
California
-$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
251
Forvis Mazars Wealth Advisors
Missouri
$1.43M -$66.1K -799 -4%
DMC
252
Drexel Morgan & Co
Pennsylvania
$1.43M – – –
Lazard Asset Management
253
Lazard Asset Management
New York
$1.43M -$1.37M – –
SHWM
254
Smith & Howard Wealth Management
Georgia
$1.42M -$167K -2,013 -10%
AL
255
Aspiriant LLC
California
$1.37M -$867K -10,471 -39%
DSC
256
Duncker Streett & Co
Missouri
$1.34M +$202K +2,435 +18%
BWM
257
Braver Wealth Management
Massachusetts
$1.33M -$58.9K -712 -4%
FEG
258
Financial Enhancement Group
Indiana
$1.3M +$99K +1,195 +8%
Neuberger Berman Group
259
Neuberger Berman Group
New York
$1.28M +$10.2K +123 +0.8%
RJT
260
Raymond James Trust
Florida
$1.27M -$515K -6,213 -29%
YP
261
Yellowstone Partners
Idaho
$1.27M +$77.9K +941 +7%
KWMG
262
King Wealth Management Group
Florida
$1.26M -$6.05K -73 -0.5%
EAM
263
Evanson Asset Management
California
$1.26M +$75.2K +908 +6%
WT
264
Whittier Trust
California
$1.25M -$3.81K -46 -0.3%
NSIM
265
North Star Investment Management
Illinois
$1.21M -$25.3K -306 -2%
LPC
266
Loeb Partners Corp
New York
$1.2M – – –
MA
267
MUFG Americas
New York
$1.2M +$41.4K +500 +4%
TTWM
268
TCV Trust & Wealth Management
Virginia
$1.2M +$414 +5 +0%
HIS
269
Horizon Investment Services
Indiana
$1.19M -$130K -1,572 -10%
NC
270
NewSquare Capital
Pennsylvania
$1.17M +$453K +5,468 +63%
FHC
271
First Heartland Consultants
Missouri
$1.17M +$25.4K +307 +2%
CLOS
272
Compagnie Lombard Odier SCmA
Switzerland
$1.16M – – –
BWM
273
Bernicke Wealth Management
Wisconsin
$1.16M -$202K -2,435 -15%
CCM
274
Coe Capital Management
Illinois
$1.13M – – –
MWM
275
Modera Wealth Management
New Jersey
$1.07M +$509K +6,151 +91%
9 10
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