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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 %
AP
551
Arlington Partners
Alabama
$188K -$3K -38 -2%
FNB
552
Farmers National Bank
Kentucky
$180K – – –
AC
553
Avestar Capital
New York
$177K +$7.34K +95 +4%
SA
554
SRH Advisors
Kansas
$170K – – –
BCA
555
Bay Colony Advisors
Massachusetts
$170K +$170K +2,146 New
RCAG
556
Rehmann Capital Advisory Group
Michigan
$162K -$13.9K -175 -8%
CCA
557
Catalyst Capital Advisors
New York
$158K – – –
SPL
558
Smart Portfolios LLC
Washington
$158K +$158K +2,000 New
CDIA
559
Capital Directions Investment Advisors
Georgia
$157K +$3.49K +44 +2%
LPIC
560
LeJeune Puetz Investment Counsel
Michigan
$156K +$1.11K +14 +0.7%
OBWP
561
O'Brien Wealth Partners
Massachusetts
$153K -$133K -1,684 -47%
CFD
562
Creative Financial Designs
Indiana
$147K +$474 +6 +0.3%
VFA
563
Valeo Financial Advisors
Indiana
$145K +$126K +1,596 +673%
SEIA
564
Signature Estate & Investment Advisors
California
$134K -$13.8K -174 -9%
QFA
565
Quattro Financial Advisors
Texas
$125K – – –
BWP
566
Baldwin Wealth Partners
Massachusetts
$124K -$204K -2,570 -62%
CAC
567
Certified Advisory Corp
Florida
$121K +$99.1K +1,250 +451%
KJWM
568
Kiley Juergens Wealth Management
Washington
$119K +$119K +1,514 New
AOWM
569
Alpha Omega Wealth Management
Virginia
$111K -$111K -1,400 -50%
CFA
570
Carroll Financial Associates
North Carolina
$110K +$79 +1 +0.1%
AF
571
Allworth Financial
California
$109K -$20K -252 -15%
CB
572
CNB Bank
Pennsylvania
$106K – – –
FEG
573
Financial Enhancement Group
Indiana
$97K – – –
PCFFS
574
Pacific Center for Financial Services
California
$96K +$557 +7 +0.6%
WAM
575
Wealthspire Advisors (Maryland)
Maryland
$87K +$18.7K +236 +27%
21 22
23
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