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Vanguard Total Bond Market
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Overview Fund Activity

508 hedge funds and large institutions have $21.1B invested in Vanguard Total Bond Market in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 241 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+9
Holders Change %
+1.8%
% of All Funds
13.58%
Holding in Top 10
104
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.05%
% of All Funds
2.78%
New
46
Increased
241
Reduced
148
Closed
31
Calls
$1.06M
Puts
$1.32M
Net Calls
-$262K
Net Calls Change
-$262K

Top Buyers

1
QI
QS Investors
New York
+$516M
2
Wells Fargo
Wells Fargo
California
+$435M
3
Goldman Sachs
Goldman Sachs
New York
+$167M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$128M
5
Morgan Stanley
Morgan Stanley
New York
+$69.1M

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.09B
2
SMM
Stadion Money Management
Georgia
-$160M
3
MFRM
Milliman Financial Risk Management
Illinois
-$145M
4
USAA
United Services Automobile Association
Texas
-$89.2M
5
WIM
Windhaven Investment Management
Massachusetts
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
101
Voya Financial Advisors
Connecticut
$14.8M -$2.28M -27,050 -13%
TPWA
102
TRUE Private Wealth Advisors
Oregon
$14.4M -$2.12M -25,172 -13%
GEM
103
Global Endowment Management
North Carolina
$14.3M – – –
MI
104
Mercer Investments
Massachusetts
$14.3M -$620K -7,357 -4%
WA
105
Wilshire Advisors
California
$14.2M -$2.38M -28,275 -14%
TCM
106
Twin Capital Management
Pennsylvania
$14.2M -$2.38M -28,275 -14%
TFF
107
The Family Firm
Maryland
$14.1M +$1.26M +14,985 +10%
CISOA
108
Capital Investment Services of America
Wisconsin
$14M -$8.43K -100 -0.1%
FPIS
109
Financial Planning & Information Services
Wisconsin
$13.8M +$13.8M +163,506 New
BSWM
110
Boston Standard Wealth Management
Massachusetts
$13.6M +$989K +11,734 +8%
AP
111
Agilis Partners
Massachusetts
$13.3M -$96.6K -1,146 -0.7%
F
112
Filament
Washington
$13.1M -$846K -10,032 -6%
MFS
113
MSI Financial Services
Massachusetts
$12.8M +$1.9M +22,543 +17%
LPT
114
Legacy Private Trust
Wisconsin
$12M -$181K -2,142 -1%
CPO
115
Cerity Partners OCIO
New York
$11.8M +$462K +5,487 +4%
TCT
116
TIAA CREF Trust
Missouri
$11.4M -$529K -6,274 -4%
LFA
117
Landmark Financial Advisors
Kentucky
$11.1M +$538K +6,378 +5%
FWM
118
Focused Wealth Management
New York
$10.3M +$3.19M +37,833 +45%
MSWM
119
Mader & Shannon Wealth Management
Missouri
$10.2M +$10.2M +120,997 New
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$10.1M +$5.14M +60,932 +104%
SFPM
121
Sensible Financial Planning & Management
Massachusetts
$10M -$158K -1,872 -2%
BOH
122
Bank of Hawaii
Hawaii
$9.88M -$1.01M -11,943 -9%
MG
123
McCutchen Group
Washington
$9.86M -$257K -3,054 -3%
SFG
124
StrategIQ Financial Group
Indiana
$9.84M +$813K +9,642 +9%
PPA
125
Parametric Portfolio Associates
Washington
$9.36M +$956K +11,338 +11%
3 4
5
6 7