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Vanguard Total Bond Market
BND

Overview Fund Activity

659 hedge funds and large institutions have $25.7B invested in Vanguard Total Bond Market in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 252 increasing their positions, 268 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
-15
Holders Change %
-2.23%
% of All Funds
15.11%
Holding in Top 10
114
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.56%
% of All Funds
2.61%
New
52
Increased
252
Reduced
268
Closed
59
Calls
$1.9M
Puts
$1.59M
Net Calls
+$314K
Net Calls Change
+$346K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$299M
2
CWM
Cornerstone Wealth Management
Missouri
+$221M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$166M
4
TC
Toews Corporation
New Jersey
+$113M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$101M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$381M
2
MFRM
Milliman Financial Risk Management
Illinois
-$45.4M
3
BCM
BTC Capital Management
Iowa
-$37.3M
4
Wells Fargo
Wells Fargo
California
-$34.8M
5
SG Americas Securities
SG Americas Securities
New York
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
451
Legacy Financial Strategies
Kansas
$410K -$10.2M -128,906 -96%
KA
452
Kovack Advisors
Florida
$406K -$479K -6,047 -54%
MFS
453
McNamara Financial Services
Massachusetts
$404K +$7.29K +92 +2%
WLIM
454
White Lighthouse Investment Management
Massachusetts
$401K +$28.9K +365 +8%
PCMC
455
Paragon Capital Management (Colorado)
Colorado
$399K – – –
JFG
456
JMG Financial Group
Illinois
$398K – – –
AWA
457
Arete Wealth Advisors
Illinois
$396K -$58.6K -740 -13%
WA
458
Waverly Advisors
Alabama
$394K – – –
CCA
459
Checchi Capital Advisers
California
$394K – – –
HPWM
460
Highland Private Wealth Management
Washington
$390K +$390K +4,930 New
SIM
461
Sigma Investment Management
Oregon
$388K +$396 +5 +0.1%
V
462
Veritable
Delaware
$387K +$3.4K +43 +0.9%
OIWM
463
OptiFour Integrated Wealth Management
Virginia
$386K +$2.53K +32 +0.7%
VCM
464
Versant Capital Management
Arizona
$379K +$21.1K +267 +6%
SCG
465
Sonata Capital Group
Washington
$379K +$69.9K +882 +23%
DC
466
Davenport & Co
Virginia
$378K -$49.2K -622 -12%
FI
467
FormulaFolio Investments
Michigan
$377K -$49.4K -624 -12%
VIA
468
Vantage Investment Advisors
Pennsylvania
$375K -$17K -215 -4%
BS
469
Boenning & Scattergood
Pennsylvania
$370K +$370K +4,671 New
OAM
470
Occidental Asset Management
California
$367K -$1.82K -23 -0.5%
UWM
471
USAdvisors Wealth Management
Minnesota
$366K +$63.4K +802 +21%
BAS
472
Brown Advisory Securities
Maryland
$362K +$362K +4,552 New
IAM
473
Integre Asset Management
New York
$361K -$251K -3,162 -41%
OIA
474
Optimum Investment Advisors
Illinois
$360K -$19.8K -250 -5%
PNC
475
Park National Corp
Ohio
$357K -$44.1K -557 -11%
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