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Vanguard Total Bond Market
BND

Overview Fund Activity

569 hedge funds and large institutions have $22.7B invested in Vanguard Total Bond Market in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 285 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+4
Holders Change %
+0.71%
% of All Funds
14.21%
Holding in Top 10
108
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.86%
% of All Funds
2.7%
New
53
Increased
285
Reduced
172
Closed
41
Calls
$713K
Puts
$2.11M
Net Calls
-$1.4M
Net Calls Change
-$2.09M

Top Buyers

1
LPL Financial
LPL Financial
California
+$748M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$308M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$165M
4
TC
Toews Corporation
New Jersey
+$109M
5
SEI Investments
SEI Investments
Pennsylvania
+$65.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$315M
2
WIM
Windhaven Investment Management
Massachusetts
-$249M
3
USAA
United Services Automobile Association
Texas
-$42.4M
4
Morgan Stanley
Morgan Stanley
New York
-$25.9M
5
MFRM
Milliman Financial Risk Management
Illinois
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Confluence Wealth Management
Oregon
$203K +$409 +5 +0.2%
CWM
502
Concert Wealth Management
California
$201K -$79.4K -959 -28%
WFG
503
Windsor Financial Group
Minnesota
$200K +$200K +2,445 New
IFS
504
Ifrah Financial Services
Arkansas
$200K +$200K +2,449 New
AF
505
Allworth Financial
California
$174K +$21.4K +262 +14%
SA
506
SRH Advisors
Kansas
$155K – – –
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$148K – – –
KF
508
Krilogy Financial
Missouri
$138K -$16.4K -200 -11%
CFD
509
Creative Financial Designs
Indiana
$136K +$82.1K +1,004 +152%
OAM
510
Oppenheimer Asset Management
New York
$132K +$3.92K +48 +3%
ST
511
Smithfield Trust
Pennsylvania
$128K -$23.7K -291 -16%
ACM
512
Armbruster Capital Management
New York
$128K -$3.92K -48 -3%
CFG
513
CKW Financial Group
Hawaii
$119K +$119K +1,459 New
PCFFS
514
Pacific Center for Financial Services
California
$116K +$657 +8 +0.6%
VC
515
Vestor Capital
Illinois
$106K +$106K +1,297 New
PFSC
516
Peoples Financial Services Corp
Pennsylvania
$101K – – –
PG
517
Patten Group
Tennessee
$96K +$16.4K +200 +21%
SFG
518
SevenBridge Financial Group
Pennsylvania
$87K – – –
NEAM
519
New England Asset Management
Connecticut
$82K -$722K -8,800 -90%
BWA
520
Burt Wealth Advisors
Maryland
$79K +$79K +975 New
IIC
521
Integrated Investment Consultants
Michigan
$77K – – –
WEC
522
Winslow Evans & Crocker
Massachusetts
$70.4K – – –
WAM
523
Wealthspire Advisors (Maryland)
Maryland
$68K -$65.5K -802 -49%
GWA
524
Guidant Wealth Advisors
Illinois
$65K +$3.53K +44 +6%
AC
525
Alexandria Capital
Virginia
$63K +$245 +3 +0.4%
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