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Vanguard Total Bond Market
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Overview Fund Activity

499 hedge funds and large institutions have $20.5B invested in Vanguard Total Bond Market in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+26
Holders Change %
+5.5%
% of All Funds
13.32%
Holding in Top 10
99
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.21%
% of All Funds
2.64%
New
66
Increased
204
Reduced
172
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$279M
2
USAA
United Services Automobile Association
Texas
+$92.3M
3
Goldman Sachs
Goldman Sachs
New York
+$91.1M
4
State Street
State Street
Massachusetts
+$85M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$83.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$555M
2
WIM
Windhaven Investment Management
Massachusetts
-$87.8M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$41.4M
4
BlackRock
BlackRock
New York
-$40.7M
5
PCA
Personal Capital Advisors
California
-$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
76
Relative Value Partners Group
$25.4M -$346K -4,282 -1%
FAAS
77
First Allied Advisory Services
California
$24.7M +$3.49M +42,156 +16%
PA
78
Planning Alternatives
Michigan
$24.6M +$1.19M +14,415 +5%
RPGK
79
Retirement Planning Group (Kansas)
Kansas
$23.9M +$748K +9,038 +3%
WB
80
Webster Bank
Connecticut
$22M +$358K +4,324 +2%
HighTower Advisors
81
HighTower Advisors
Illinois
$21.5M -$2.07M -25,014 -9%
NIA
82
Northstar Investment Advisors
Colorado
$21M +$1.41M +17,002 +7%
LWM
83
LBA Wealth Management
Florida
$20.8M +$510K +6,158 +3%
CA
84
Cambridge Advisors
Nebraska
$19.3M +$7.52M +90,802 +64%
CA
85
Cetera Advisors
Colorado
$19.1M +$12.2M +147,276 +178%
SMG
86
Spectrum Management Group
Indiana
$18.8M +$2.44M +29,487 +15%
GBBWRPM
87
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18.7M +$3.23K +39 +0%
HMC
88
Higher Moment Capital
Massachusetts
$18.7M +$7.26M +87,641 +64%
KIM
89
Karpus Investment Management
New York
$18.4M +$4.14M +49,939 +29%
FA
90
FDx Advisors
Illinois
$18.3M +$1.38M +16,662 +8%
UCFA
91
United Capital Financial Advisors
Texas
$18.3M -$3.59M -43,352 -16%
PFM
92
Phillips Financial Management
Indiana
$17.7M -$385K -4,658 -2%
GC
93
Garde Capital
Washington
$17M -$235K -2,834 -1%
Creative Planning
94
Creative Planning
Kansas
$16.9M -$478K -5,777 -3%
VFA
95
Voya Financial Advisors
Connecticut
$16.8M -$420K -5,082 -2%
TCM
96
Twin Capital Management
Pennsylvania
$16.3M -$431K -5,210 -3%
WA
97
Wilshire Advisors
California
$16.3M -$431K -5,210 -3%
TPWA
98
TRUE Private Wealth Advisors
Oregon
$16.2M +$1.43M +17,322 +10%
FG
99
Fiduciary Group
Georgia
$16M +$5.05M +61,013 +46%
BCI
100
Brinker Capital Investments
Pennsylvania
$16M +$1.3M +15,684 +9%
2 3
4
5 6