BND icon

Vanguard Total Bond Market
BND

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 %
NES
301
New England Securities
New York
$69K – – –
MAM
302
Meeder Asset Management
Ohio
$68K +$26.6K +325 +64%
LGWM
303
Litman Gregory Wealth Management
California
$61K – – –
AIA
304
Alerus Investment Advisors
Minnesota
$59K – – –
JFA
305
JNBA Financial Advisors
Minnesota
$59K – – –
GIA
306
Global Index Advisors
Georgia
$55K +$55K +667 New
WCM
307
Wealthcare Capital Management
Virginia
$53K – – –
VAM
308
Visionary Asset Management
Texas
$51K -$353K -4,270 -87%
FANJ
309
Financial Architects (New Jersey)
New Jersey
$45K +$45K +549 New
HPBT
310
High Point Bank & Trust
North Carolina
$41K – – –
MBT
311
Monroe Bank & Trust
Michigan
$38K – – –
BWFA
312
Baltimore-Washington Financial Advisors
Maryland
$34K – – –
Canada Life
313
Canada Life
Manitoba, Canada
$33K +$33K +400 New
BBHC
314
Brown Brothers Harriman & Co
New York
$27K – – –
TIM
315
Tortoise Investment Management
New York
$25K +$13.2K +162 +112%
KPCM
316
Kings Point Capital Management
New York
$24K +$24K +297 New
EWM
317
Evercore Wealth Management
New York
$20K – – –
PAS
318
Partnervest Advisory Services
California
$19K -$915K -11,081 -98%
PO
319
Private Ocean
California
$14K +$82 +1 +0.6%
WAS
320
Winch Advisory Services
Wisconsin
$13K +$83 +1 +0.6%
NFG
321
Next Financial Group
Texas
$13K +$13K +160 New
Northern Trust
322
Northern Trust
Illinois
$13K +$13K +15,582 New
BRWA
323
B. Riley Wealth Advisors
Florida
$11.3K +$11.3K +138 New
SNT
324
Security National Trust
West Virginia
$11K – – –
WRM
325
Westport Resources Management
Connecticut
$11K +$11K +131 New
11 12
13
14 15