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Vanguard Total Bond Market
BND

Overview Fund Activity

473 hedge funds and large institutions have $18.6B invested in Vanguard Total Bond Market in 2015 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 193 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+38
Holders Change %
+8.74%
% of All Funds
12.42%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
2.49%
New
79
Increased
193
Reduced
134
Closed
35
Calls
–
Puts
$307K
Net Calls
-$307K
Net Calls Change
-$937K

Top Buyers

1
LPL Financial
LPL Financial
California
+$537M
2
SMM
Stadion Money Management
Georgia
+$160M
3
Morgan Stanley
Morgan Stanley
New York
+$70.5M
4
UBS Group
UBS Group
Switzerland
+$66.1M
5
USAA
United Services Automobile Association
Texas
+$60.9M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$127M
2
UCFA
United Capital Financial Advisors
Texas
-$92.7M
3
Wells Fargo
Wells Fargo
California
-$80M
4
IA
IndexIQ Advisors
New York
-$66M
5
B
Bailard
California
-$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
351
HeadInvest LLC
Maine
$369K -$88.9K -1,100 -19%
DBIA
352
Dumont & Blake Investment Advisors
New Jersey
$369K -$24.2K -300 -6%
OAM
353
Occidental Asset Management
California
$369K – – –
FCH
354
Freestone Capital Holdings
Washington
$367K +$367K +4,540 New
AC
355
Alexandria Capital
Virginia
$364K +$191K +2,365 +110%
PMG
356
ProVise Management Group
Florida
$356K +$84.7K +1,049 +31%
PAS
357
Park Avenue Securities
New York
$349K +$349K +4,316 New
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$347K -$409K -5,061 -54%
YMRC
359
Yorktown Management & Research Company
Virginia
$347K +$347K +4,300 New
HCA
360
Harbour Capital Advisors
Virginia
$346K – – –
PFBT
361
Parkside Financial Bank & Trust
Missouri
$345K -$90.1K -1,115 -21%
MHS
362
M Holdings Securities
Oregon
$342K -$27.2K -337 -7%
ANBT
363
American National Bank & Trust
Texas
$336K -$2.02K -25 -0.6%
EWM
364
Empirical Wealth Management
Washington
$336K +$2.18K +27 +0.7%
FNB
365
Farmers National Bank
Kentucky
$334K -$21.2K -262 -6%
CG
366
Colony Group
Massachusetts
$332K +$254K +3,148 +327%
JIR
367
James Investment Research
Ohio
$328K -$128K -1,589 -28%
LNWWM
368
Laird Norton Wetherby Wealth Management
California
$328K +$14.5K +180 +5%
HPC
369
HM Payson & Co
Maine
$326K – – –
BA
370
BlackRock Advisors
Delaware
$325K +$222K +2,748 +215%
AT
371
Acadia Trust
Maine
$322K +$322K +3,998 New
CFA
372
Carroll Financial Associates
North Carolina
$315K – – –
PWM
373
Perigon Wealth Management
California
$315K +$37.6K +466 +14%
JCM
374
Janney Capital Management
Pennsylvania
$313K +$313K +3,872 New
WA
375
WFG Advisors
Texas
$312K -$122K -1,512 -28%
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