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Vanguard Total Bond Market
BND

Overview Fund Activity

320 hedge funds and large institutions have $13.7B invested in Vanguard Total Bond Market in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
9.25%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.62%
New
29
Increased
139
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$773M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$201M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.4M
4
UCFA
United Capital Financial Advisors
Texas
+$49.7M
5
WCM
Weatherstone Capital Management
Colorado
+$44.8M

Top Sellers

1
U
UBS
Switzerland
-$55.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.7M
3
State Street
State Street
Massachusetts
-$30.6M
4
JRP
Jasper Ridge Partners
California
-$28.4M
5
BIM
BlackRock Investment Management
Delaware
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
151
Opus Capital Group
Ohio
$1.69M +$1.16M +14,335 +221%
TTWM
152
TCV Trust & Wealth Management
Virginia
$1.63M +$4.06K +50 +0.3%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$1.56M +$640K +7,882 +70%
BPBT
154
Boston Private Bank & Trust
Massachusetts
$1.51M +$112K +1,375 +8%
PA
155
Planning Alternatives
Michigan
$1.49M +$1.49M +18,354 New
WT
156
Whittier Trust
California
$1.47M -$23.1K -285 -2%
BUB
157
BBVA USA Bancshares
Texas
$1.46M +$53K +652 +4%
FHC
158
First Heartland Consultants
Missouri
$1.43M +$52.2K +643 +4%
RCM
159
Rotella Capital Management
Washington
$1.43M +$1.43M +17,600 New
ICOA
160
Investment Centers of America
North Dakota
$1.4M +$1.14M +14,205 +442%
Creative Planning
161
Creative Planning
Kansas
$1.37M -$648K -7,982 -32%
Invesco
162
Invesco
Georgia
$1.35M -$268K -3,304 -17%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$1.3M -$24.9K -307 -2%
LJHT
164
Laurie J. Hall Trustee
$1.3M – – –
KWMG
165
King Wealth Management Group
Florida
$1.29M -$80.3K -989 -6%
AIP
166
Ameritas Investment Partners
Nebraska
$1.24M +$187K +2,300 +18%
BIT
167
BlackRock Institutional Trust
California
$1.23M -$19.8M -244,112 -94%
EAM
168
Evanson Asset Management
California
$1.21M +$11.9K +146 +1%
UBS AM
169
UBS AM
Illinois
$1.19M +$30.4K +374 +3%
CB
170
Chemical Bank
Michigan
$1.18M +$1.46K +18 +0.1%
FBFS
171
First Business Financial Services
Wisconsin
$1.17M -$11.9M -146,921 -91%
S
172
SignatureFD
Georgia
$1.16M – – –
CFA
173
CT Financial Advisors
Pennsylvania
$1.13M +$1.13M +13,555 New
RG
174
Rathbones Group
United Kingdom
$1.11M +$51.7K +637 +5%
Barclays
175
Barclays
United Kingdom
$1.1M +$42K +516 +4%
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