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Vanguard Total Bond Market
BND

Overview Fund Activity

659 hedge funds and large institutions have $25.7B invested in Vanguard Total Bond Market in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 252 increasing their positions, 268 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
-15
Holders Change %
-2.23%
% of All Funds
15.11%
Holding in Top 10
114
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.56%
% of All Funds
2.61%
New
52
Increased
252
Reduced
268
Closed
59
Calls
$1.9M
Puts
$1.59M
Net Calls
+$314K
Net Calls Change
+$346K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$299M
2
CWM
Cornerstone Wealth Management
Missouri
+$221M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$166M
4
TC
Toews Corporation
New Jersey
+$113M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$101M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$381M
2
MFRM
Milliman Financial Risk Management
Illinois
-$45.4M
3
BCM
BTC Capital Management
Iowa
-$37.3M
4
Wells Fargo
Wells Fargo
California
-$34.8M
5
SG Americas Securities
SG Americas Securities
New York
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
501
Barrett Asset Management
New York
$302K – – –
Man Group
502
Man Group
United Kingdom
$301K +$87.1K +1,100 +41%
WCM
503
Weatherstone Capital Management
Colorado
$300K -$24.7K -312 -8%
RTS
504
Round Table Services
New Jersey
$293K -$62.2K -787 -18%
BF
505
BOK Financial
Oklahoma
$290K -$121K -1,525 -29%
PCA
506
Personal Capital Advisors
California
$286K +$286K +3,610 New
CPIG
507
Chicago Partners Investment Group
Illinois
$284K -$24.9K -315 -8%
SFP
508
Shepherd Financial Partners
Massachusetts
$284K +$284K +3,582 New
MWM
509
Modera Wealth Management
New Jersey
$283K -$60.7K -766 -18%
WP
510
WealthPLAN Partners
Nebraska
$283K -$20K -252 -7%
BWA
511
BlueSky Wealth Advisors
North Carolina
$282K – – –
GT
512
Glenview Trust
Kentucky
$282K +$10.6K +134 +4%
TPWA
513
TRUE Private Wealth Advisors
Oregon
$280K -$7.52K -95 -3%
AF
514
Alerus Financial
North Dakota
$280K +$6.03K +76 +2%
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$276K +$86.6K +1,092 +46%
LWAC
516
Laurel Wealth Advisors (California)
California
$273K -$140K -1,776 -34%
SWM
517
SigFig Wealth Management
California
$273K +$273K +3,446 New
EWA
518
Exencial Wealth Advisors
Oklahoma
$272K -$2.46M -31,093 -90%
DBIA
519
Dumont & Blake Investment Advisors
New Jersey
$270K – – –
RWM
520
Ritholtz Wealth Management
New York
$269K +$63.2K +798 +31%
WP
521
WealthSource Partners
California
$268K -$3.01K -38 -1%
NB
522
NBT Bank
New York
$266K -$272K -3,440 -51%
VCM
523
Vivaldi Capital Management
Illinois
$266K +$3.09K +39 +1%
1WA
524
180 Wealth Advisors
Washington
$262K +$7.94K +100 +3%
PFT
525
Providence First Trust
Arizona
$262K +$59.3K +750 +29%
19 20
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