BND icon

Vanguard Total Bond Market
BND

Overview Fund Activity

571 hedge funds and large institutions have $20.5B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 236 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+50
Holders Change %
+9.6%
% of All Funds
14.3%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
2.8%
New
107
Increased
236
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$527M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$99.8M
3
WIM
Windhaven Investment Management
Massachusetts
+$69M
4
Goldman Sachs
Goldman Sachs
New York
+$61.7M
5
CONA
Capital One National Association
New York
+$59.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$173M
2
UBS Group
UBS Group
Switzerland
-$129M
3
QI
QS Investors
New York
-$97.5M
4
MFRM
Milliman Financial Risk Management
Illinois
-$69.3M
5
IA
IndexIQ Advisors
New York
-$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWM
426
Highland Private Wealth Management
Washington
$370K +$29.8K +369 +9%
GWA
427
Guidant Wealth Advisors
Illinois
$368K -$806K -9,918 -69%
FC
428
FCA Corp
Texas
$363K – – –
BWFM
429
Bridgewater Wealth & Financial Management
Maryland
$362K +$362K +4,478 New
Lido Advisors
430
Lido Advisors
California
$353K +$131K +1,619 +59%
BWA
431
BlueSky Wealth Advisors
North Carolina
$352K +$352K +4,355 New
AA
432
Ancora Advisors
Ohio
$351K +$19.8K +245 +6%
FIM
433
Freedom Investment Management
Connecticut
$349K -$708K -8,759 -67%
HCA
434
Harbour Capital Advisors
Virginia
$346K – – –
OAM
435
Occidental Asset Management
California
$345K +$34.5K +427 +11%
SIM
436
Sigma Investment Management
Oregon
$345K +$345K +4,271 New
JSA
437
Jacobson & Schmitt Advisors
Wisconsin
$343K -$26.9K -333 -7%
B
438
Brightworth
Georgia
$339K +$339K +4,192 New
EWM
439
Empirical Wealth Management
Washington
$339K +$339K +4,196 New
GEA
440
Glen Eagle Advisors
New Jersey
$332K +$332K +4,109 New
FNB
441
Farmers National Bank
Kentucky
$330K -$1.21K -15 -0.4%
LWM
442
Lyell Wealth Management
California
$328K +$328K +4,054 New
NFG
443
Noven Financial Group
Colorado
$326K -$386K -4,774 -54%
PGFC
444
Peapack-Gladstone Financial Corp
New Jersey
$321K – – –
AWM
445
AllSquare Wealth Management
New York
$318K +$313K +3,875 +5,871%
NA
446
Nottingham Advisors
New York
$316K -$68.8K -852 -18%
DBIA
447
Dumont & Blake Investment Advisors
New Jersey
$309K -$22.6K -280 -7%
CFA
448
CT Financial Advisors
Pennsylvania
$308K +$35.6K +441 +13%
MBT
449
Montecito Bank & Trust
California
$304K +$304K +3,764 New
KBFS
450
Kohmann Bosshard Financial Services
Ohio
$297K +$297K +3,681 New
16 17
18
19 20