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Vanguard Total Bond Market
BND

Overview Fund Activity

565 hedge funds and large institutions have $21.1B invested in Vanguard Total Bond Market in 2017 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 238 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-6
Holders Change %
-1.05%
% of All Funds
14.09%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
2.62%
New
60
Increased
238
Reduced
198
Closed
59
Calls
$2.02M
Puts
$1.33M
Net Calls
+$690K
Net Calls Change
+$900K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$343M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$199M
3
SEI Investments
SEI Investments
Pennsylvania
+$199M
4
Ameriprise
Ameriprise
Minnesota
+$149M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$54.9M

Top Sellers

1
QI
QS Investors
New York
-$219M
2
Goldman Sachs
Goldman Sachs
New York
-$135M
3
MFRM
Milliman Financial Risk Management
Illinois
-$91.4M
4
State Street
State Street
Massachusetts
-$84.5M
5
CONA
Capital One National Association
New York
-$55.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
551
Security National Trust
West Virginia
$11K – – –
DBT
552
Dubuque Bank & Trust
Iowa
$10K – – –
TIM
553
Tortoise Investment Management
New York
$10K +$5.9K +69 +144%
DSN
554
D. Scott Neal
Kentucky
$9K – – –
WP
555
WealthPLAN Partners
Nebraska
$8.61K +$8.61K +106 New
JFA
556
JNBA Financial Advisors
Minnesota
$8K – – –
HCM
557
Horrell Capital Management
Arkansas
$6K -$9.91K -190 -62%
UWPG
558
Ullmann Wealth Partners Group
Florida
$6K +$6K +80 New
BRC
559
Bell Rock Capital
Delaware
$5K -$2.08K -27 -29%
BCM
560
Blume Capital Management
California
$4K +$4K +45 New
NR
561
Newfound Research
Massachusetts
$3K -$632 -8 -17%
PCA
562
Peddock Capital Advisors
Massachusetts
$2K +$667 +10 +50%
AP
563
Advisors Preferred
Maryland
$1.47K -$519 -6,399 -26%
SQA
564
Simon Quick Advisors
New Jersey
$1K – – –
MAS
565
Madden Advisory Services
Florida
$1K +$1K +19 New
VCM
566
Vivaldi Capital Management
Illinois
$645 +$645 +7,961 New
AIP
567
Ameritas Investment Partners
Nebraska
– -$34M -421,000 Closed
RVPG
568
Relative Value Partners Group
– -$25.9M -320,411 Closed
SIG
569
Stanford Investment Group
California
– -$18.8M -233,285 Closed
MIAN
570
Mariner Independent Advisor Network
Kansas
– -$14.8M -182,960 Closed
JWM
571
Jackson Wealth Management
Florida
– -$10M -123,483 Closed
P
572
Pitcairn
Pennsylvania
– -$8.66M -107,244 Closed
PCA
573
Personal Capital Advisors
California
– -$7.16M -88,635 Closed
CRC
574
Curi RMB Capital
Illinois
– -$2.18M -26,951 Closed
MML Investors Services
575
MML Investors Services
Massachusetts
– -$1.47M -18,244 Closed
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