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Vanguard Total Bond Market
BND

Overview Fund Activity

508 hedge funds and large institutions have $21.1B invested in Vanguard Total Bond Market in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 241 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+9
Holders Change %
+1.8%
% of All Funds
13.58%
Holding in Top 10
104
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.05%
% of All Funds
2.78%
New
46
Increased
241
Reduced
148
Closed
31
Calls
$1.06M
Puts
$1.32M
Net Calls
-$262K
Net Calls Change
-$262K

Top Buyers

1
QI
QS Investors
New York
+$516M
2
Wells Fargo
Wells Fargo
California
+$435M
3
Goldman Sachs
Goldman Sachs
New York
+$167M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$128M
5
Morgan Stanley
Morgan Stanley
New York
+$69.1M

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.09B
2
SMM
Stadion Money Management
Georgia
-$160M
3
MFRM
Milliman Financial Risk Management
Illinois
-$145M
4
USAA
United Services Automobile Association
Texas
-$89.2M
5
WIM
Windhaven Investment Management
Massachusetts
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
151
Baldwin Wealth Partners
Massachusetts
$6.55M +$341K +4,040 +5%
RBCM
152
Raub Brock Capital Management
California
$6.53M +$179K +2,120 +3%
CC
153
Callan Capital
California
$6.41M +$2.09M +24,734 +48%
DJSG
154
D.J. St. Germain
Massachusetts
$6.2M -$3.38M -40,060 -35%
FF
155
Friedenthal Financial
New Jersey
$6.12M -$6.88M -81,581 -53%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$6.12M +$108K +1,287 +2%
MIAN
157
Mariner Independent Advisor Network
Kansas
$6.1M -$3.76M -44,613 -38%
RFC
158
Regions Financial Corp
Alabama
$6.09M +$478K +5,669 +9%
EA
159
Efficient Advisors
Ohio
$6.07M +$5.61M +66,536 +1,215%
STMM
160
South Texas Money Management
Texas
$6.04M +$39.3K +466 +0.7%
RWA
161
River Wealth Advisors
Pennsylvania
$6.04M -$46.4K -551 -0.8%
SIA
162
Spruce Investment Advisors
Connecticut
$5.9M -$1.43M -17,016 -20%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$5.9M +$2.07M +24,549 +54%
EPP
164
ETF Portfolio Partners
Kansas
$5.7M +$2.29M +24,958 +67%
NL
165
NWAM LLC
Washington
$5.69M +$444K +5,271 +8%
HCM
166
Howland Capital Management
Massachusetts
$5.66M +$956K +11,345 +20%
AC
167
Alley Company
Illinois
$5.61M +$341K +4,045 +6%
OBWP
168
O'Brien Wealth Partners
Massachusetts
$5.55M +$2.93M +34,746 +112%
VAM
169
Verity Asset Management
North Carolina
$5.45M +$5.45M +64,682 New
UB
170
UMB Bank
Missouri
$5.33M +$3.2M +38,003 +151%
ACM
171
Aviance Capital Management
Florida
$5.21M +$1.08M +12,757 +26%
RW
172
Rand Wealth
Maryland
$5.17M +$1.68M +19,911 +48%
WIP
173
Wellesley Investment Partners
Massachusetts
$5.14M +$282K +3,342 +6%
KL
174
KWMG LLC
Kansas
$5M +$827K +9,814 +20%
VC
175
Vicus Capital
Pennsylvania
$4.9M -$522K -6,191 -10%
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