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Vanguard Total Bond Market
BND

Overview Fund Activity

332 hedge funds and large institutions have $16.6B invested in Vanguard Total Bond Market in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 156 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
9.64%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.63%
New
28
Increased
156
Reduced
100
Closed
25
Calls
$8K
Puts
$606K
Net Calls
-$598K
Net Calls Change
+$1.22M

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$1.28B
2
Wells Fargo
Wells Fargo
California
+$339M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$202M
4
U
UBS
Switzerland
+$101M
5
B
Bailard
California
+$58.6M

Top Sellers

1
SCM
Saba Capital Management
New York
-$93.8M
2
DS
DRW Securities
Illinois
-$65.8M
3
WIM
Windhaven Investment Management
Massachusetts
-$43.5M
4
IG
ING Group
Netherlands
-$16.4M
5
BIT
BlackRock Institutional Trust
California
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
51
United Services Automobile Association
Texas
$28.5M -$866K -10,575 -3%
NYLIM
52
New York Life Investment Management
New York
$27M +$238K +2,900 +0.9%
SF
53
Synovus Financial
Georgia
$26.7M +$1.29M +15,702 +5%
LGWM
54
Litman Gregory Wealth Management
California
$26.6M +$26.5M +323,543 +43,429%
AIP
55
Ameritas Investment Partners
Nebraska
$24.1M +$7.71M +94,100 +47%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.4M – – –
PA
57
Paracle Advisors
Washington
$23.2M +$23.2M +283,705 New
KAM
58
Keeley Asset Management
Illinois
$21.8M – – –
PFM
59
Phillips Financial Management
Indiana
$20.9M -$247K -2,996 -1%
BCM
60
BTC Capital Management
Iowa
$20.2M +$20.2M +246,123 New
LWM
61
LBA Wealth Management
Florida
$18.7M +$7.97M +97,325 +75%
DJSG
62
D.J. St. Germain
Massachusetts
$18M -$869K -10,608 -5%
Stifel Financial
63
Stifel Financial
Missouri
$17.4M +$3.73M +45,553 +27%
NIA
64
Northstar Investment Advisors
Colorado
$16.8M -$112K -1,362 -0.7%
HMC
65
Higher Moment Capital
Massachusetts
$16.7M +$16.7M +204,278 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$15.9M +$5.45M +66,516 +52%
F
67
Filament
Washington
$15.9M +$124K +1,519 +0.8%
RJA
68
Raymond James & Associates
Florida
$14.8M +$1.42M +17,344 +11%
TCM
69
Twin Capital Management
Pennsylvania
$14.5M +$163K +1,990 +1%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$14.4M -$5.06M -61,738 -26%
BC
71
Brinker Capital
Pennsylvania
$14.2M +$1.22M +14,950 +9%
PI
72
Placemark Investments
Illinois
$13.8M +$7.09M +86,510 +105%
TCT
73
TIAA CREF Trust
Missouri
$13.3M +$6.82M +83,298 +105%
KFS
74
KMS Financial Services
Washington
$12.8M +$1.37M +16,681 +12%
OC
75
Oppenheimer & Co
New York
$12.4M +$944K +11,522 +8%
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