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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 %
PFA
301
Paradigm Financial Advisors
Missouri
$42K -$207K -2,542 -83%
CTC
302
Central Trust Company
Missouri
$42K +$42K +519 New
HPBT
303
High Point Bank & Trust
North Carolina
$41K -$34.4K -420 -46%
MAM
304
Meeder Asset Management
Ohio
$41K – – –
MBT
305
Monroe Bank & Trust
Michigan
$38K – – –
BWFA
306
Baltimore-Washington Financial Advisors
Maryland
$34K – – –
BBHC
307
Brown Brothers Harriman & Co
New York
$27K +$27K +333 New
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$23K -$9.93K -123 -30%
EWM
309
Evercore Wealth Management
New York
$20K – – –
PO
310
Private Ocean
California
$14K -$2.39K -29 -15%
WAS
311
Winch Advisory Services
Wisconsin
$13K +$13K +155 New
KCPG
312
Kavar Capital Partners Group
Kansas
$12K +$5.54K +73 +86%
TIM
313
Tortoise Investment Management
New York
$12K +$10.3K +125 +625%
SNT
314
Security National Trust
West Virginia
$11K +$11K +135 New
PSUF
315
People's United Financial
Connecticut
$9K – – –
TF
316
Tompkins Financial
New York
$9K – – –
CP
317
Corbenic Partners
Pennsylvania
$6K -$63.2K -843 -91%
LFR
318
Lehman Financial Resources
Pennsylvania
$6K +$6K +71 New
FWM
319
Focused Wealth Management
New York
$5K – – –
TWA
320
TCI Wealth Advisors
Arizona
$4K – – –
AC
321
Alexandria Capital
Virginia
$2K -$8.25K -99 -80%
MAS
322
Madden Advisory Services
Florida
$2K – – –
BIM
323
BlackRock Investment Management
Delaware
– -$22.1M -276,237 Closed
CTA
324
Chesley Taft & Associates
Illinois
– -$1.96M -24,538 Closed
PCA
325
Personal Capital Advisors
California
– -$1.84M -22,982 Closed
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