BND icon

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 %
ST
176
Smithfield Trust
Pennsylvania
$1.09M -$118K -1,455 -10%
YP
177
Yellowstone Partners
Idaho
$1.09M -$2.11K -26 -0.2%
BC
178
Bartlett & Co
Ohio
$1.08M -$24.4K -300 -2%
CONA
179
Capital One National Association
New York
$1.08M +$400K +4,920 +59%
FAAS
180
First Allied Advisory Services
California
$1.07M +$351K +4,310 +49%
SIA
181
Spruce Investment Advisors
Connecticut
$1.03M -$1.28M -15,770 -55%
BWM
182
Braver Wealth Management
Massachusetts
$1.01M -$738K -9,092 -42%
RJT
183
Raymond James Trust
Florida
$1.01M +$39.6K +488 +4%
CAN
184
Cetera Advisor Networks
California
$994K -$156K -1,926 -14%
P
185
Pitcairn
Pennsylvania
$992K -$505K -6,216 -34%
WP
186
WMS Partners
Maryland
$989K – – –
AAM
187
Autus Asset Management
Arizona
$987K -$134K -1,646 -12%
PAG
188
Private Advisor Group
New Jersey
$975K +$39.4K +485 +4%
HIS
189
Horizon Investment Services
Indiana
$967K +$6.53K +80 +0.7%
PAS
190
Partnervest Advisory Services
California
$918K +$904K +11,141 +6,554%
US Bancorp
191
US Bancorp
Minnesota
$908K -$238K -2,932 -21%
EMA
192
Efficient Market Advisors
California
$904K +$109K +1,342 +14%
V
193
Veritable
Delaware
$900K -$43.4K -535 -5%
CSIC
194
Clifford Swan Investment Counsel
California
$900K – – –
MWP
195
Moller Wealth Partners
$894K -$275K -3,388 -24%
FTIOP
196
Fiduciary Trust International of Pennsylvania
Pennsylvania
$890K -$43.4K -535 -5%
NSIM
197
North Star Investment Management
Illinois
$868K +$37.5K +462 +5%
FHA
198
First Horizon Advisors
Tennessee
$829K -$13K -160 -2%
SI
199
SII Investments
Wisconsin
$775K -$161K -1,994 -17%
ICAS
200
Investors Capital Advisory Services
Massachusetts
$769K +$64.1K +790 +9%
6 7
8
9 10