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Vanguard Total Bond Market
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Overview Fund Activity

571 hedge funds and large institutions have $20.5B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 236 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+50
Holders Change %
+9.6%
% of All Funds
14.3%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
2.8%
New
107
Increased
236
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$527M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$99.8M
3
WIM
Windhaven Investment Management
Massachusetts
+$69M
4
Goldman Sachs
Goldman Sachs
New York
+$61.7M
5
CONA
Capital One National Association
New York
+$59.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$173M
2
UBS Group
UBS Group
Switzerland
-$129M
3
QI
QS Investors
New York
-$97.5M
4
MFRM
Milliman Financial Risk Management
Illinois
-$69.3M
5
IA
IndexIQ Advisors
New York
-$42.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
101
Phillips Financial Management
Indiana
$16.5M -$444K -5,465 -3%
TCM
102
Twin Capital Management
Pennsylvania
$16.3M +$1.34M +16,602 +9%
WA
103
Wilshire Advisors
California
$16.3M +$1.34M +16,602 +9%
SMG
104
Spectrum Management Group
Indiana
$15.5M -$2.44M -30,195 -14%
CWM
105
Cornerstone Wealth Management
Missouri
$15.4M +$2.26M +28,006 +17%
TCT
106
TIAA CREF Trust
Missouri
$15.1M +$3.65M +45,206 +32%
LFAS
107
Level Four Advisory Services
Texas
$15M +$15M +185,309 New
MIAN
108
Mariner Independent Advisor Network
Kansas
$14.8M -$6.51M -80,580 -31%
VFA
109
Voya Financial Advisors
Connecticut
$14.7M -$219K -2,712 -1%
TFF
110
The Family Firm
Maryland
$14.5M +$979K +12,120 +7%
MFS
111
MSI Financial Services
Massachusetts
$14.3M +$1.65M +20,476 +13%
BSWM
112
Boston Standard Wealth Management
Massachusetts
$14.3M +$591K +7,310 +4%
CA
113
Cetera Advisors
Colorado
$14.2M -$6.8M -84,321 -32%
LPT
114
Legacy Private Trust
Wisconsin
$14.1M +$1.61M +19,955 +13%
CTB
115
Country Trust Bank
Illinois
$13.8M +$13.4M +166,010 +3,459%
MI
116
Mercer Investments
Massachusetts
$13.8M -$2.58M -31,881 -16%
GEM
117
Global Endowment Management
North Carolina
$13.7M – – –
GBBWRPM
118
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$13.6M +$83.5K +1,033 +0.6%
CPO
119
Cerity Partners OCIO
New York
$12.9M +$973K +12,050 +8%
CISOA
120
Capital Investment Services of America
Wisconsin
$11.1M -$2.39M -29,575 -18%
LFA
121
Landmark Financial Advisors
Kentucky
$11.1M +$402K +4,980 +4%
BOH
122
Bank of Hawaii
Hawaii
$11M +$468K +5,795 +4%
SFG
123
StrategIQ Financial Group
Indiana
$10.9M +$778K +9,625 +8%
PP
124
PagnatoKarp Partners
Virginia
$10.5M +$10.5M +130,556 New
US Bancorp
125
US Bancorp
Minnesota
$10.4M +$4.54M +56,163 +77%
3 4
5
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