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Vanguard Total Bond Market
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Overview Fund Activity

582 hedge funds and large institutions have $24.1B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 283 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
114
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.56%
% of All Funds
2.85%
New
55
Increased
283
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$681M
2
SEI Investments
SEI Investments
Pennsylvania
+$233M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$162M
4
Citigroup
Citigroup
New York
+$82.5M
5
LPL Financial
LPL Financial
California
+$72.2M

Top Sellers

1
TC
Toews Corporation
New Jersey
-$85.4M
2
Ameriprise
Ameriprise
Minnesota
-$84.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$35.6M
4
MFRM
Milliman Financial Risk Management
Illinois
-$27.9M
5
RJA
Raymond James & Associates
Florida
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWP
401
Northstar Wealth Partners
Connecticut
$514K +$514K +6,294 New
Koshinski Asset Management
402
Koshinski Asset Management
Illinois
$513K +$10.7K +130 +2%
EAMA
403
EFG Asset Management (Americas)
Florida
$505K -$527K -6,431 -51%
LIA
404
LS Investment Advisors
Michigan
$504K – – –
AFNAS
405
American Financial Network Advisory Services
California
$504K +$504K +6,144 New
KPCM
406
Kings Point Capital Management
New York
$500K +$500K +6,100 New
HS
407
Huntington Steele
Pennsylvania
$493K +$738 +9 +0.1%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$484K +$171K +2,088 +55%
FI
409
FormulaFolio Investments
Michigan
$482K -$194K -2,367 -29%
CTB
410
Country Trust Bank
Illinois
$478K -$149K -1,813 -24%
VCM
411
Versant Capital Management
Arizona
$472K -$83.7K -1,023 -15%
FPB
412
First PREMIER Bank
South Dakota
$472K +$472K +5,762 New
OIA
413
Optimum Investment Advisors
Illinois
$467K – – –
NA
414
NewEdge Advisors
Louisiana
$461K – – –
KA
415
Kovack Advisors
Florida
$459K -$42K -512 -8%
V
416
Veritable
Delaware
$457K +$13.5K +165 +3%
ATC
417
Argent Trust Co
Tennessee
$454K -$123K -1,505 -21%
TNBTD
418
Trustmark National Bank Trust Department
Mississippi
$452K – – –
NI
419
Numeric Investors
Massachusetts
$451K -$32.8K -400 -7%
B
420
Bridgeworth
Alabama
$447K -$6.27M -76,892 -93%
IFWM
421
Institute for Wealth Management
Colorado
$444K -$400K -4,884 -47%
NFP
422
Narus Financial Partners
Utah
$441K +$492 +6 +0.1%
TC
423
Trust Company
Kansas
$434K – – –
JWA
424
JFS Wealth Advisors
Pennsylvania
$430K – – –
BWP
425
Baldwin Wealth Partners
Massachusetts
$429K -$138K -1,685 -24%
15 16
17
18 19