BND icon

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 %
SAM
401
Shamrock Asset Management
Texas
$223K – – –
Fidelity International
402
Fidelity International
Bermuda
$217K +$217K +2,691 New
FHB
403
First Hawaiian Bank
Hawaii
$216K +$216K +2,673 New
VIA
404
Vantage Investment Advisors
Pennsylvania
$214K +$10.2K +127 +5%
BW
405
Bison Wealth
Georgia
$212K +$212K +2,629 New
EWA
406
EP Wealth Advisors
California
$211K -$22.5K -279 -10%
NG
407
Northstar Group
New York
$211K +$211K +2,616 New
VSWA
408
Vontobel Swiss Wealth Advisors
Switzerland
$207K – – –
ALA
409
Atherton Lane Advisers
California
$206K – – –
LNB
410
Ledyard National Bank
$194K – – –
FPTW
411
Franklin, Parlapiano, Turner & Welch
Texas
$186K – – –
AWMS
412
Advocacy Wealth Management Services
Georgia
$186K +$186K +2,300 New
S
413
SignatureFD
Georgia
$168K -$11.3K -140 -6%
PSI
414
Pinnacle Summer Investments
Virginia
$162K -$442K -5,479 -73%
SA
415
SRH Advisors
Kansas
$153K – – –
CPIG
416
Chicago Partners Investment Group
Illinois
$128K – – –
HNB
417
Huntington National Bank
Ohio
$117K – – –
TSW
418
Thompson Siegel & Walmsley
Virginia
$115K – – –
AF
419
Allworth Financial
California
$115K +$8.1K +100 +8%
SG Americas Securities
420
SG Americas Securities
New York
$113K +$113K +1,400 New
WP
421
WealthPLAN Partners
Nebraska
$101K +$101K +1,250 New
PFSC
422
Peoples Financial Services Corp
Pennsylvania
$100K – – –
JFGIW
423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K – – –
TWA
424
TCI Wealth Advisors
Arizona
$91K – – –
CMBA
425
C.M. Bidwell & Associates
Hawaii
$89K +$89K +1,105 New
15 16
17
18 19