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Vanguard Total Bond Market
BND

Overview Fund Activity

674 hedge funds and large institutions have $25.8B invested in Vanguard Total Bond Market in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 285 increasing their positions, 240 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+7
Holders Change %
+1.05%
% of All Funds
15.47%
Holding in Top 10
122
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-8.27%
% of All Funds
2.8%
New
72
Increased
285
Reduced
240
Closed
60
Calls
$464K
Puts
$496K
Net Calls
-$32K
Net Calls Change
-$178K

Top Buyers

1
QI
QS Investors
New York
+$346M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$264M
3
SEI Investments
SEI Investments
Pennsylvania
+$201M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$166M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$87.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$205M
2
TC
Toews Corporation
New Jersey
-$130M
3
BC
Brinker Capital
Pennsylvania
-$57.9M
4
GI
Gradient Investments
Minnesota
-$55.9M
5
TC
Trust Company
Kansas
-$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
476
Paragon Capital Management (Colorado)
Colorado
$403K -$626K -7,828 -61%
JFG
477
JMG Financial Group
Illinois
$401K – – –
MFS
478
McNamara Financial Services
Massachusetts
$400K +$73.6K +921 +23%
CCA
479
Checchi Capital Advisers
California
$398K +$1.04K +13 +0.3%
WA
480
Waverly Advisors
Alabama
$397K +$395K +4,943 +18,307%
VIA
481
Vantage Investment Advisors
Pennsylvania
$395K -$30.3K -380 -7%
Luther King Capital Management (LKCM)
482
Luther King Capital Management (LKCM)
Texas
$395K +$395K +4,941 New
SIM
483
Sigma Investment Management
Oregon
$392K +$50.3K +628 +15%
V
484
Veritable
Delaware
$388K -$60.8K -760 -14%
OIWM
485
OptiFour Integrated Wealth Management
Virginia
$387K +$14.9K +187 +4%
CAAS
486
Capital Asset Advisory Services
Michigan
$384K -$244K -3,051 -39%
OIA
487
Optimum Investment Advisors
Illinois
$384K -$64K -800 -14%
WLIM
488
White Lighthouse Investment Management
Massachusetts
$375K -$120K -1,500 -24%
DAS
489
Dynamic Advisor Solutions
Arizona
$375K +$375K +4,690 New
OAM
490
Occidental Asset Management
California
$372K – – –
VCM
491
Versant Capital Management
Arizona
$362K -$69.1K -864 -16%
FC
492
FCA Corp
Texas
$359K – – –
RTS
493
Round Table Services
New Jersey
$359K +$86.2K +1,079 +32%
SXL
494
Summit X LLC
Missouri
$356K +$112K +1,402 +46%
BFPW
495
BOK Financial Private Wealth
Colorado
$352K -$267K -3,340 -43%
BA
496
BKS Advisors
Michigan
$352K +$19.2K +240 +6%
MWM
497
Modera Wealth Management
New Jersey
$347K -$33K -413 -9%
CG
498
Colony Group
Massachusetts
$344K +$344K +4,303 New
MPIA
499
Mountain Pacific Investment Advisers
Idaho
$343K +$343K +4,296 New
TC
500
Trust Company
Kansas
$342K -$43M -538,774 -99%
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