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Vanguard Total Bond Market
BND

Overview Fund Activity

881 hedge funds and large institutions have $30.4B invested in Vanguard Total Bond Market in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 356 increasing their positions, 340 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
19.46%
Holding in Top 10
156
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+18.18%
% of All Funds
3.45%
New
101
Increased
356
Reduced
340
Closed
80
Calls
$5.16M
Puts
$2.98M
Net Calls
+$2.18M
Net Calls Change
+$2.25M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.16B
2
AF
Allworth Financial
California
+$323M
3
M&T Bank
M&T Bank
New York
+$300M
4
Citadel Advisors
Citadel Advisors
Florida
+$212M
5
Charles Schwab
Charles Schwab
California
+$161M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$943M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$443M
3
BlackRock
BlackRock
New York
-$227M
4
CSIA
Charles Schwab Investment Advisory
California
-$166M
5
QI
QS Investors
New York
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
626
Independence Advisors
Pennsylvania
$416K -$42.6K -500 -9%
5L
627
55I LLC
Massachusetts
$416K +$416K +4,751 New
SVWAG
628
Sound View Wealth Advisors Group
Georgia
$415K +$85 +1 +0%
SW
629
SkyOak Wealth
Michigan
$412K -$52K -610 -11%
HCM
630
Hengehold Capital Management
Ohio
$410K -$13.1K -153 -3%
TF
631
TimeScale Financial
Massachusetts
$409K -$3.78M -44,363 -90%
AF
632
Alerus Financial
North Dakota
$409K – – –
SWA
633
Stratos Wealth Advisors
Ohio
$408K -$73.3K -859 -15%
SPIO
634
Seven Post Investment Office
California
$405K +$405K +4,744 New
CIBC World Market
635
CIBC World Market
Ontario, Canada
$403K -$372K -4,367 -48%
MSAM
636
Moloney Securities Asset Management
Missouri
$403K -$37.9K -444 -9%
CPO
637
Cerity Partners OCIO
New York
$401K +$171 +2 +0%
PIP
638
Peachtree Investment Partners
Florida
$399K -$245K -2,875 -38%
AWM
639
AllSquare Wealth Management
New York
$399K -$14.3K -168 -3%
SAM
640
Secure Asset Management
Michigan
$397K +$92.9K +1,090 +31%
BRWM
641
B. Riley Wealth Management
Tennessee
$396K +$30.8K +361 +8%
Fiera Capital (Canada)
642
Fiera Capital (Canada)
Quebec, Canada
$395K +$87.9K +1,031 +29%
CG
643
CFO4Life Group
Texas
$394K +$394K +4,613 New
FCIM
644
Fairview Capital Investment Management
California
$384K – – –
WCFA
645
Walkner Condon Financial Advisors
Wisconsin
$381K +$27.9K +327 +8%
CA
646
Clearstead Advisors
Ohio
$379K +$379K +4,442 New
SCA
647
STALEY CAPITAL ADVISERS
Pennsylvania
$376K – – –
BZWA
648
Blue Zone Wealth Advisors
California
$371K +$371K +4,351 New
WCM
649
Whitener Capital Management
North Carolina
$370K -$29.8K -350 -7%
DOA
650
D'Orazio & Associates
Virginia
$370K +$12.5K +146 +3%
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