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Vanguard Total Bond Market
BND

Overview Fund Activity

320 hedge funds and large institutions have $13.7B invested in Vanguard Total Bond Market in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
9.25%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.62%
New
29
Increased
139
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$773M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$201M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.4M
4
UCFA
United Capital Financial Advisors
Texas
+$49.7M
5
WCM
Weatherstone Capital Management
Colorado
+$44.8M

Top Sellers

1
U
UBS
Switzerland
-$55.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.7M
3
State Street
State Street
Massachusetts
-$30.6M
4
JRP
Jasper Ridge Partners
California
-$28.4M
5
BIM
BlackRock Investment Management
Delaware
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$5.84M +$246K +3,028 +4%
RFC
102
Regions Financial Corp
Alabama
$5.81M +$503K +6,192 +9%
B
103
Baird
Wisconsin
$5.57M -$445K -5,479 -7%
VFS
104
VSR Financial Services
Kansas
$5.56M +$434K +5,350 +8%
STMM
105
South Texas Money Management
Texas
$5.46M -$29.6K -365 -0.5%
HC
106
HHG & Company
Connecticut
$5.42M +$53.1K +655 +1%
HDIM
107
Hanson & Doremus Investment Management
Vermont
$5.38M +$69.6K +857 +1%
PA
108
Pinnacle Associates
New York
$5.04M +$40.6K +500 +0.8%
RBCM
109
Raub Brock Capital Management
California
$4.85M +$365K +4,491 +8%
KIM
110
Karpus Investment Management
New York
$4.66M +$4.66M +57,367 New
HCM
111
Howland Capital Management
Massachusetts
$4.35M -$232K -2,856 -5%
QA
112
Quantitative Advantage
Minnesota
$4.27M +$4.27M +52,557 New
BCM
113
Brookstone Capital Management
Illinois
$4.25M +$243K +2,990 +6%
SC
114
SouthState Corp
Florida
$4.14M -$134K -1,650 -3%
FNBOO
115
First National Bank of Omaha
Nebraska
$4.01M -$363K -4,477 -8%
KL
116
Kinsight LLC
Alabama
$3.98M -$73.2K -901 -2%
FMC
117
First Merchants Corp
Indiana
$3.97M – – –
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$3.89M -$2.75M -33,861 -41%
Stifel Financial
119
Stifel Financial
Missouri
$3.84M +$3.84M +47,293 New
SWM
120
SVA Wealth Management
Wisconsin
$3.62M +$3.09M +38,051 +577%
LIM
121
Leavell Investment Management
Alabama
$3.56M -$170K -2,090 -5%
DADC
122
D.A. Davidson & Co
Montana
$3.45M -$386K -4,759 -10%
Truist Financial
123
Truist Financial
North Carolina
$3.23M -$18K -222 -0.6%
CS
124
Credit Suisse
Switzerland
$3.18M -$584K -7,197 -16%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$3.12M -$1.32M -16,232 -30%
3 4
5
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