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Vanguard Total Bond Market
BND

Overview Fund Activity

667 hedge funds and large institutions have $25.3B invested in Vanguard Total Bond Market in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 278 increasing their positions, 184 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
+85
Holders Change %
+14.6%
% of All Funds
15.15%
Holding in Top 10
133
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+16.67%
% of All Funds
3.02%
New
135
Increased
278
Reduced
184
Closed
44
Calls
$1.09M
Puts
$947K
Net Calls
+$146K
Net Calls Change
+$121K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$198M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$179M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$126M
4
Wells Fargo
Wells Fargo
California
+$122M
5
TC
Toews Corporation
New Jersey
+$93.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$99.6M
2
Bank of America
Bank of America
North Carolina
-$69.2M
3
Ameriprise
Ameriprise
Minnesota
-$66.7M
4
MFRM
Milliman Financial Risk Management
Illinois
-$37.8M
5
OBWP
O'Brien Wealth Partners
Massachusetts
-$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIWM
501
OptiFour Integrated Wealth Management
Virginia
$380K +$380K +4,656 New
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$373K -$108K -1,331 -23%
SSWM
503
Sheets Smith Wealth Management
North Carolina
$373K +$98.9K +1,212 +36%
FIAS
504
FinTrust Investment Advisory Services
South Carolina
$372K +$12.1K +148 +3%
FC
505
FCA Corp
Texas
$366K – – –
GEA
506
Glen Eagle Advisors
New Jersey
$364K +$49.5K +607 +16%
SIM
507
Sigma Investment Management
Oregon
$348K – – –
SWM
508
Sequoia Wealth Management
Illinois
$344K +$344K +4,277 New
OA
509
Opes Advisors
California
$340K +$340K +4,168 New
BA
510
BKS Advisors
Michigan
$339K +$25.7K +315 +8%
BPC
511
Banque Pictet & Cie
Switzerland
$339K +$121K +1,490 +56%
AA
512
Ancora Advisors
Ohio
$336K – – –
CPIG
513
Chicago Partners Investment Group
Illinois
$335K – – –
AOWM
514
Alpha Omega Wealth Management
Virginia
$334K -$4.07K -50 -1%
MFS
515
McNamara Financial Services
Massachusetts
$333K -$7.37M -90,405 -96%
CAMG
516
CWA Asset Management Group
Florida
$332K +$14.8K +181 +5%
CIC
517
Carnegie Investment Counsel
Ohio
$332K +$332K +4,165 New
HIC
518
Holderness Investments Company
North Carolina
$328K -$14.9K -183 -4%
UF
519
Univest Financial
Pennsylvania
$327K +$3.51K +43 +1%
HL
520
HeadInvest LLC
Maine
$323K -$73.3K -900 -19%
DIP
521
DT Investment Partners
Pennsylvania
$322K +$47.9K +587 +17%
PCM
522
Parsons Capital Management
Rhode Island
$320K +$90.5K +1,110 +39%
Susquehanna International Group
523
Susquehanna International Group
Pennsylvania
$315K +$315K +3,856 New
BAM
524
Barrett Asset Management
New York
$311K +$93.8K +1,150 +43%
Fidelity Investments
525
Fidelity Investments
Massachusetts
$310K -$29.7K -365 -9%
19 20
21
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