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Vanguard Total Bond Market
BND

Overview Fund Activity

565 hedge funds and large institutions have $21.1B invested in Vanguard Total Bond Market in 2017 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 238 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-6
Holders Change %
-1.05%
% of All Funds
14.09%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
2.62%
New
60
Increased
238
Reduced
198
Closed
59
Calls
$2.02M
Puts
$1.33M
Net Calls
+$690K
Net Calls Change
+$900K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$343M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$199M
3
SEI Investments
SEI Investments
Pennsylvania
+$199M
4
Ameriprise
Ameriprise
Minnesota
+$149M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.9M

Top Sellers

1
QI
QS Investors
New York
-$219M
2
Goldman Sachs
Goldman Sachs
New York
-$135M
3
MFRM
Milliman Financial Risk Management
Illinois
-$91.4M
4
State Street
State Street
Massachusetts
-$84.5M
5
CONA
Capital One National Association
New York
-$55.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
451
Sumitomo Mitsui DS Asset Management
Japan
$309K +$309K +3,820 New
UF
452
Univest Financial
Pennsylvania
$307K -$696K -8,577 -69%
NFG
453
Noven Financial Group
Colorado
$307K -$20.3K -250 -6%
RTS
454
Round Table Services
New Jersey
$307K +$100K +1,238 +48%
Lido Advisors
455
Lido Advisors
California
$306K -$47.9K -592 -14%
LYV
456
Live Your Vision
Pennsylvania
$303K +$94.2K +1,161 +45%
T
457
Thomaspartners
Massachusetts
$303K +$303K +3,736 New
JSA
458
Jacobson & Schmitt Advisors
Wisconsin
$300K -$44.7K -551 -13%
KBFS
459
Kohmann Bosshard Financial Services
Ohio
$298K – – –
CFA
460
Cahill Financial Advisors
Minnesota
$297K +$18.4K +227 +7%
DBIA
461
Dumont & Blake Investment Advisors
New Jersey
$296K -$13.8K -170 -4%
PAG
462
Private Advisory Group
Washington
$294K -$2.81M -34,582 -91%
JCM
463
Jacobi Capital Management
Pennsylvania
$294K +$76.4K +940 +35%
FIM
464
Freedom Investment Management
Connecticut
$288K -$61.7K -762 -18%
JFG
465
JMG Financial Group
Illinois
$279K +$279K +3,445 New
CWM
466
Concert Wealth Management
California
$274K +$23.9K +296 +10%
TCOV
467
Trust Company of Vermont
Vermont
$274K +$75.6K +931 +38%
TFCP
468
Twin Focus Capital Partners
Massachusetts
$271K – – –
EWM
469
Evercore Wealth Management
New York
$271K +$213K +2,627 +365%
NG
470
Northstar Group
New York
$269K +$16.2K +200 +6%
CAL
471
Capital Advisors Ltd
Ohio
$268K -$182K -2,236 -40%
DIP
472
DT Investment Partners
Pennsylvania
$268K +$40.4K +497 +18%
I
473
IberiaBank
Louisiana
$267K -$475K -5,858 -64%
WI
474
Wintrust Investments
Illinois
$261K +$2.27K +28 +0.9%
GIA
475
Guyasuta Investment Advisors
Pennsylvania
$258K -$9.98K -123 -4%
17 18
19
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