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Vanguard Total Bond Market
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Overview Fund Activity

318 hedge funds and large institutions have $12.3B invested in Vanguard Total Bond Market in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 133 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+28
Holders Change %
+9.66%
% of All Funds
9.24%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
1.51%
New
53
Increased
94
Reduced
133
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
$2.55B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$2.44B
3
JRP
Jasper Ridge Partners
California
$40.2M
4
QLMGAA
QS Legg Mason Global Asset Allocation
New York
$167M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.2M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$1.31B
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$9.11M
3
U
UBS
Switzerland
$395M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$196M
5
Lazard Asset Management
Lazard Asset Management
New York
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$59.4M -$3.34M -41,769 -5%
IAS
27
INR Advisory Services
Pennsylvania
$56.5M +$5.67M +70,882 +11%
AT
28
Arden Trust
Delaware
$53.2M -$11.9M -148,803 -18%
TCM
29
Twele Capital Management
Minnesota
$48.9M +$7.68M +95,912 +19%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$47.2M +$34M +424,542 +258%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$45.9M +$11.9M +149,084 +35%
VFP
32
Verus Financial Partners
Virginia
$43.9M -$1.48M -18,543 -3%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$43.7M +$2.82M +35,193 +7%
Goldman Sachs
34
Goldman Sachs
New York
$43.6M +$13.1M +163,042 +43%
SIM
35
Sentry Investment Management
Wisconsin
$41.4M -$32K -400 -0.1%
AIM
36
Acropolis Investment Management
Missouri
$40.6M +$2.07M +25,877 +5%
JRP
37
Jasper Ridge Partners
California
$40.2M +$40.2M +501,994 New
EFS
38
Edelman Financial Services
Virginia
$38.1M +$1.34M +16,699 +4%
AI
39
Atria Investments
North Carolina
$36.3M -$22.9M -286,533 -39%
AEPG
40
American Economic Planning Group
New Jersey
$36.3M -$23M -287,060 -39%
SAM
41
Securian Asset Management
Minnesota
$31.2M +$203K +2,539 +0.7%
AA
42
Alesco Advisors
New York
$30.4M -$6.51M -81,262 -18%
APCM
43
Alaska Permanent Capital Management
Alaska
$30.2M -$872K -10,896 -3%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.9M -$25.6M -319,667 -46%
PPA
45
Parametric Portfolio Associates
Washington
$28.8M +$8.1M +101,148 +39%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$27.8M +$12.2M +152,770 +79%
WCM
47
Windham Capital Management
Massachusetts
$27.7M -$29.7M -370,616 -52%
NYLIM
48
New York Life Investment Management
New York
$25.1M +$576K +7,200 +2%
Deutsche Bank
49
Deutsche Bank
Germany
$25.1M -$27M -337,090 -52%
SF
50
Synovus Financial
Georgia
$24M -$586K -7,316 -2%
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