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Vanguard Total Bond Market
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Overview Fund Activity

320 hedge funds and large institutions have $13.7B invested in Vanguard Total Bond Market in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
9.25%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.62%
New
29
Increased
139
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$773M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$201M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.4M
4
UCFA
United Capital Financial Advisors
Texas
+$49.7M
5
WCM
Weatherstone Capital Management
Colorado
+$44.8M

Top Sellers

1
U
UBS
Switzerland
-$55.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.7M
3
State Street
State Street
Massachusetts
-$30.6M
4
JRP
Jasper Ridge Partners
California
-$28.4M
5
BIM
BlackRock Investment Management
Delaware
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
26
INR Advisory Services
Pennsylvania
$62.8M +$5.53M +68,145 +10%
MIH
27
Madison Investment Holdings
Wisconsin
$62.8M -$3.23M -39,801 -5%
AssetMark Inc
28
AssetMark Inc
California
$61.6M +$1.33M +16,436 +2%
AEPG
29
American Economic Planning Group
New Jersey
$54.9M +$18M +222,120 +49%
AI
30
Atria Investments
North Carolina
$54.8M +$18M +221,217 +49%
AT
31
Arden Trust
Delaware
$51.3M -$2.62M -32,284 -5%
UCFA
32
United Capital Financial Advisors
Texas
$50.7M +$49.7M +611,609 +4,818%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$49.2M +$4.93M +60,672 +11%
WCM
34
Weatherstone Capital Management
Colorado
$44.8M +$44.8M +552,145 New
AIM
35
Acropolis Investment Management
Missouri
$43.8M +$2.66M +32,719 +6%
Deutsche Bank
36
Deutsche Bank
Germany
$42.9M +$17.5M +214,967 +69%
SIM
37
Sentry Investment Management
Wisconsin
$42M – – –
Goldman Sachs
38
Goldman Sachs
New York
$41.9M -$2.36M -29,058 -5%
TCM
39
Twele Capital Management
Minnesota
$40.4M -$9.28M -114,320 -19%
EFS
40
Edelman Financial Services
Virginia
$39.9M +$1.25M +15,395 +3%
PPA
41
Parametric Portfolio Associates
Washington
$39M +$9.73M +119,845 +33%
VFP
42
Verus Financial Partners
Virginia
$37.4M -$7.13M -87,766 -16%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$33.2M +$5.02M +61,855 +18%
SAM
44
Securian Asset Management
Minnesota
$31.9M +$230K +2,834 +0.7%
APCM
45
Alaska Permanent Capital Management
Alaska
$31.4M +$863K +10,633 +3%
AA
46
Alesco Advisors
New York
$30.6M -$207K -2,553 -0.7%
USAA
47
United Services Automobile Association
Texas
$28.3M +$4.7M +57,935 +20%
WCM
48
Windham Capital Management
Massachusetts
$28.2M +$79.1K +974 +0.3%
NMIS
49
Northwestern Mutual Investment Services
Wisconsin
$27.2M +$2.98M +36,726 +12%
FIM
50
Freedom Investment Management
Connecticut
$26.7M +$18M +222,301 +209%
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