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Vanguard Total Bond Market
BND

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 %
FBFS
126
First Business Financial Services
Wisconsin
$9.41M -$10.1M -121,743 -52%
DJSG
127
D.J. St. Germain
Massachusetts
$9.41M -$2.68M -32,324 -22%
SFG
128
StrategIQ Financial Group
Indiana
$8.86M +$751K +9,065 +9%
MC
129
Miles Capital
Iowa
$8.83M -$837K -10,111 -9%
CIA
130
Capital Investment Advisors
Georgia
$8.77M -$1.27M -15,369 -13%
AW
131
Alpha Windward
Massachusetts
$8.69M +$22.8K +275 +0.3%
PPA
132
Parametric Portfolio Associates
Washington
$8.26M -$22.9K -277 -0.3%
KSA
133
Ken Stern & Associates
California
$8.13M +$531K +6,414 +7%
HDIM
134
Hanson & Doremus Investment Management
Vermont
$8.12M +$271K +3,270 +3%
PA
135
Pinnacle Associates
New York
$7.95M +$433K +5,227 +6%
DADC
136
D.A. Davidson & Co
Montana
$7.74M +$1.42M +17,193 +23%
VFS
137
VSR Financial Services
Kansas
$7.59M +$323K +3,897 +4%
LIM
138
Leavell Investment Management
Alabama
$7.48M +$847K +10,233 +13%
FAM
139
Foothills Asset Management
Arizona
$7.36M +$4.45M +53,683 +153%
DAM
140
Delta Asset Management
Tennessee
$7.31M +$165K +1,995 +2%
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$7.31M +$3.72M +44,901 +104%
AC
142
AFAM Capital
Texas
$7.27M -$5.48M -66,183 -43%
SIA
143
Spruce Investment Advisors
Connecticut
$7.21M +$6.58M +79,454 +1,047%
OCG
144
Opus Capital Group
Ohio
$7.07M +$3.45M +41,662 +95%
AF
145
Affiance Financial
Minnesota
$7.05M +$739K +8,922 +12%
FWM
146
Focused Wealth Management
New York
$6.96M +$6.96M +84,015 +125,396%
PBO
147
Peoples Bank (Ohio)
Ohio
$6.9M +$571K +6,901 +9%
SBL
148
Sargent Bickham Lagudis
Colorado
$6.8M +$6.8M +82,100 New
RCM
149
Rain Capital Management
Oregon
$6.65M -$17.6M -212,516 -73%
NPC
150
National Planning Corporation
California
$6.39M +$2.44M +29,433 +62%
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