BND icon

Vanguard Total Bond Market
BND

Overview Fund Activity

569 hedge funds and large institutions have $22.7B invested in Vanguard Total Bond Market in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 285 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+4
Holders Change %
+0.71%
% of All Funds
14.21%
Holding in Top 10
108
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.86%
% of All Funds
2.7%
New
53
Increased
285
Reduced
172
Closed
41
Calls
$713K
Puts
$2.11M
Net Calls
-$1.4M
Net Calls Change
-$2.09M

Top Buyers

1
LPL Financial
LPL Financial
California
+$748M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$308M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$165M
4
TC
Toews Corporation
New Jersey
+$109M
5
SEI Investments
SEI Investments
Pennsylvania
+$65.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$315M
2
WIM
Windhaven Investment Management
Massachusetts
-$249M
3
USAA
United Services Automobile Association
Texas
-$42.4M
4
Morgan Stanley
Morgan Stanley
New York
-$25.9M
5
MFRM
Milliman Financial Risk Management
Illinois
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
101
TIAA FSB
Florida
$19.1M +$19.1M +233,256 New
FAN
102
Financial Advisors Network
California
$18.6M -$913K -11,161 -5%
BSWM
103
Boston Standard Wealth Management
Massachusetts
$17.5M +$1.39M +17,048 +9%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$17.1M +$485K +5,932 +3%
PFM
105
Phillips Financial Management
Indiana
$16.4M +$11.6K +142 +0.1%
MI
106
Mercer Investments
Massachusetts
$16.2M +$2.22M +27,090 +16%
CWM
107
Cornerstone Wealth Management
Missouri
$16.1M +$1.17M +14,426 +8%
TFF
108
The Family Firm
Maryland
$15.4M +$283K +3,455 +2%
KL
109
KWMG LLC
Kansas
$15M +$1.38M +16,815 +10%
CPO
110
Cerity Partners OCIO
New York
$14.8M +$591K +7,214 +4%
CA
111
Cetera Advisors
Colorado
$14.8M -$233K -2,849 -2%
PFA
112
Pure Financial Advisors
California
$14.6M +$689K +8,415 +5%
MIAN
113
Mariner Independent Advisor Network
Kansas
$14.3M +$14.3M +174,739 New
CCM
114
Coldstream Capital Management
Washington
$14.1M +$163K +1,995 +1%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$13.8M +$6.06M +74,036 +78%
GEM
116
Global Endowment Management
North Carolina
$13.1M -$818K -10,000 -6%
HMC
117
Higher Moment Capital
Massachusetts
$13M +$11.2M +136,817 +606%
RW
118
Rand Wealth
Maryland
$12.8M +$1.5M +18,289 +13%
MNA
119
Manning & Napier Advisors
New York
$12.4M -$4.5M – –
US Bancorp
120
US Bancorp
Minnesota
$12.4M +$925K +11,303 +8%
SFG
121
StrategIQ Financial Group
Indiana
$12.3M +$322K +3,932 +3%
LFA
122
Landmark Financial Advisors
Kentucky
$12.1M -$273K -3,340 -2%
GBBWRPM
123
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12.1M -$2.62M -31,983 -18%
FWM
124
Focused Wealth Management
New York
$11.9M +$349K +4,268 +3%
BOH
125
Bank of Hawaii
Hawaii
$11.6M +$268K +3,280 +2%
3 4
5
6 7