BND icon

Vanguard Total Bond Market
BND

Overview Fund Activity

667 hedge funds and large institutions have $25.3B invested in Vanguard Total Bond Market in 2017 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 278 increasing their positions, 184 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
+85
Holders Change %
+14.6%
% of All Funds
15.15%
Holding in Top 10
133
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+16.67%
% of All Funds
3.02%
New
135
Increased
278
Reduced
184
Closed
44
Calls
$1.09M
Puts
$947K
Net Calls
+$146K
Net Calls Change
+$121K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$198M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$179M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$126M
4
Wells Fargo
Wells Fargo
California
+$122M
5
TC
Toews Corporation
New Jersey
+$93.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$99.6M
2
Bank of America
Bank of America
North Carolina
-$69.2M
3
Ameriprise
Ameriprise
Minnesota
-$66.7M
4
MFRM
Milliman Financial Risk Management
Illinois
-$37.8M
5
OBWP
O'Brien Wealth Partners
Massachusetts
-$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
126
Landmark Financial Advisors
Kentucky
$14.7M +$2.21M +27,064 +18%
BOH
127
Bank of Hawaii
Hawaii
$14.2M +$1.9M +23,275 +15%
A
128
AdvicePeriod
California
$13.7M +$13.7M +167,706 New
RW
129
Rand Wealth
Maryland
$13M -$447K -5,480 -3%
SFPM
130
Sensible Financial Planning & Management
Massachusetts
$12.9M +$190K +2,327 +1%
HDIM
131
Hanson & Doremus Investment Management
Vermont
$12.9M +$155K +1,903 +1%
OCG
132
Opus Capital Group
Ohio
$12.8M +$1.97M +24,137 +18%
ACA
133
Ackerman Capital Advisors
Texas
$12.5M +$12.5M +152,066 New
BFEC
134
Benjamin F. Edwards & Company
Missouri
$12.4M -$940K -11,518 -7%
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$12.3M -$3.45M -42,310 -22%
CFA
136
Capstone Financial Advisors
Illinois
$12.1M +$8.57M +105,026 +244%
UA
137
Unison Advisors
District of Columbia
$11.7M +$11.7M +143,173 New
FCBT
138
First Citizens Bank & Trust
North Carolina
$11.7M +$427K +5,238 +4%
BCA
139
Berman Capital Advisors
Georgia
$11.2M +$11.2M +137,389 New
KSA
140
Ken Stern & Associates
California
$10.8M +$1.39M +17,068 +15%
GEM
141
Global Endowment Management
North Carolina
$10.8M +$196K +2,400 +2%
RWM
142
Ritholtz Wealth Management
New York
$10.5M +$8.13M +99,618 +338%
CISOA
143
Capital Investment Services of America
Wisconsin
$10.5M +$57.5K +705 +0.6%
RFC
144
Regions Financial Corp
Alabama
$10.3M -$1.54M -18,889 -13%
RWA
145
River Wealth Advisors
Pennsylvania
$10.3M +$518K +6,347 +5%
US Bancorp
146
US Bancorp
Minnesota
$10.3M +$600K +7,355 +6%
BIA
147
BHK Investment Advisors
Alabama
$10.1M +$10.1M +123,278 New
PA
148
Pinnacle Associates
New York
$9.83M +$716K +8,777 +8%
LIM
149
Leavell Investment Management
Alabama
$9.78M +$383K +4,697 +4%
MC
150
Miles Capital
Iowa
$9.77M +$118K +1,444 +1%
4 5
6
7 8