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Vanguard Total Bond Market
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Overview Fund Activity

473 hedge funds and large institutions have $18.6B invested in Vanguard Total Bond Market in 2015 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 193 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+38
Holders Change %
+8.74%
% of All Funds
12.42%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
2.49%
New
79
Increased
193
Reduced
134
Closed
35
Calls
–
Puts
$307K
Net Calls
-$307K
Net Calls Change
-$937K

Top Buyers

1
LPL Financial
LPL Financial
California
$769M
2
SMM
Stadion Money Management
Georgia
$160M
3
Morgan Stanley
Morgan Stanley
New York
$531M
4
UBS Group
UBS Group
Switzerland
$738M
5
USAA
United Services Automobile Association
Texas
$94.2M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$961M
2
UCFA
United Capital Financial Advisors
Texas
$21.4M
3
Wells Fargo
Wells Fargo
California
$809M
4
IA
IndexIQ Advisors
New York
$122M
5
B
Bailard
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Planning Alternatives
Michigan
$22.9M +$1.43M +17,689 +7%
RPGK
77
Retirement Planning Group (Kansas)
Kansas
$22.5M +$22.5M +279,163 New
KAM
78
Keeley Asset Management
Illinois
$21.6M – – –
CM
79
Cornerstone Management
Georgia
$21.4M +$1.48M +18,372 +7%
UCFA
80
United Capital Financial Advisors
Texas
$21.4M -$92.7M -1,148,016 -81%
SAM
81
Securian Asset Management
Minnesota
$21.2M -$3.3M -40,864 -13%
WB
82
Webster Bank
Connecticut
$21.1M +$680K +8,420 +3%
FAAS
83
First Allied Advisory Services
California
$20.7M -$222K -2,742 -1%
LWM
84
LBA Wealth Management
Florida
$19.8M +$272K +3,362 +1%
NIA
85
Northstar Investment Advisors
Colorado
$19.1M -$159K -1,965 -0.8%
FBFS
86
First Business Financial Services
Wisconsin
$19M +$19M +235,375 New
GBBWRPM
87
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18.3M +$18.3M +226,231 New
PFM
88
Phillips Financial Management
Indiana
$17.8M -$265K -3,256 -1%
Creative Planning
89
Creative Planning
Kansas
$16.9M +$15.5M +191,476 +1,051%
VFA
90
Voya Financial Advisors
Connecticut
$16.8M +$8.61M +106,774 +105%
GC
91
Garde Capital
Washington
$16.8M +$535K +6,627 +3%
FA
92
FDx Advisors
Illinois
$16.5M +$9.21M +114,029 +126%
TCM
93
Twin Capital Management
Pennsylvania
$16.3M -$3.69M -45,700 -18%
WA
94
Wilshire Advisors
California
$16.3M +$16.3M +202,276 New
SMG
95
Spectrum Management Group
Indiana
$16M -$1.78M -22,090 -10%
PFA
96
Pure Financial Advisors
California
$15.8M -$2.46M -30,501 -13%
MWP
97
Moller Wealth Partners
$15.6M -$105K -1,294 -0.7%
IA
98
IFP Advisors
Florida
$15.1M +$15.1M +187,470 New
AllianceBernstein
99
AllianceBernstein
Tennessee
$14.7M +$10.7M +132,089 +266%
TPWA
100
TRUE Private Wealth Advisors
Oregon
$14.4M +$14.4M +178,382 New
2 3
4
5 6