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Vanguard Total Bond Market
BND

Overview Fund Activity

320 hedge funds and large institutions have $13.7B invested in Vanguard Total Bond Market in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
9.25%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.62%
New
29
Increased
139
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$773M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$201M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.4M
4
UCFA
United Capital Financial Advisors
Texas
+$49.7M
5
WCM
Weatherstone Capital Management
Colorado
+$44.8M

Top Sellers

1
U
UBS
Switzerland
-$55.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.7M
3
State Street
State Street
Massachusetts
-$30.6M
4
JRP
Jasper Ridge Partners
California
-$28.4M
5
BIM
BlackRock Investment Management
Delaware
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
276
Zhang Financial
Michigan
$234K – – –
TCM
277
Telos Capital Management
California
$233K +$233K +2,868 New
SA
278
SRH Advisors
Kansas
$227K -$2.43K -30 -1%
IFS
279
Ifrah Financial Services
Arkansas
$219K -$10.3K -127 -4%
BJL
280
Brighton Jones LLC
Washington
$219K +$1.63K +20 +0.7%
IIC
281
Ironwood Investment Counsel
Arizona
$214K – – –
MWM
282
Modera Wealth Management
New Jersey
$211K -$67.2K -826 -24%
WA
283
WealthTrust-Arizona
Arizona
$176K +$58.7K +722 +50%
RFS
284
Rockefeller Financial Services
New York
$175K – – –
PMFA
285
Plante Moran Financial Advisors
Michigan
$161K – – –
RFA
286
Reilly Financial Advisors
California
$146K -$14.3K -176 -9%
PWAG
287
Polaris Wealth Advisory Group
California
$130K -$7.81K -96 -6%
FA
288
Financial Advantage
Maryland
$110K – – –
TSW
289
Thompson Siegel & Walmsley
Virginia
$108K – – –
BRWM
290
B. Riley Wealth Management
Tennessee
$108K +$108K +1,329 New
HI
291
Hudock Inc
Pennsylvania
$101K – – –
NEAM
292
New England Asset Management
Connecticut
$81K – – –
NES
293
New England Securities
New York
$68K -$31.6K -390 -32%
LGWM
294
Litman Gregory Wealth Management
California
$60K – – –
MWP
295
MYCIO Wealth Partners
Pennsylvania
$59K -$486K -5,961 -89%
AIA
296
Alerus Investment Advisors
Minnesota
$59K -$219K -2,675 -79%
JFA
297
JNBA Financial Advisors
Minnesota
$58K -$10.6K -131 -15%
WCM
298
Wealthcare Capital Management
Virginia
$53K – – –
DBT
299
Dubuque Bank & Trust
Iowa
$53K +$53K +648 New
VIA
300
Vantage Investment Advisors
Pennsylvania
$43K +$10.2K +124 +31%
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