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Vanguard Total Bond Market
BND

Overview Fund Activity

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.52%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
–
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$203M
2
AUIM
Aegon USA Investment Management
Iowa
+$135M
3
U
UBS
Switzerland
+$131M
4
SCM
Saba Capital Management
New York
+$93.8M
5
Bank of America
Bank of America
North Carolina
+$60.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$77.4M
2
MIH
Madison Investment Holdings
Wisconsin
-$62.8M
3
WCM
Weatherstone Capital Management
Colorado
-$31M
4
PPA
Parametric Portfolio Associates
Washington
-$31M
5
WCM
Windham Capital Management
Massachusetts
-$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IH
176
IFC Holdings
Florida
$1.27M +$999K +12,167 +365%
KWMG
177
King Wealth Management Group
Florida
$1.27M -$42.9K -523 -3%
YP
178
Yellowstone Partners
Idaho
$1.27M +$164K +1,989 +15%
FM
179
Foster & Motley
Ohio
$1.24M +$1.24M +15,128 New
EAM
180
Evanson Asset Management
California
$1.24M +$11K +134 +0.9%
Invesco
181
Invesco
Georgia
$1.2M -$167K -2,030 -12%
CB
182
Chemical Bank
Michigan
$1.2M – – –
UBS AM
183
UBS AM
Illinois
$1.17M -$31.4K -382 -3%
ST
184
Smithfield Trust
Pennsylvania
$1.14M +$29.4K +357 +3%
IHL
185
Investment House LLC
California
$1.13M +$1.13M +13,750 New
CAN
186
Cetera Advisor Networks
California
$1.11M +$100K +1,217 +10%
MWP
187
Moller Wealth Partners
$1.1M +$197K +2,396 +22%
FHA
188
First Horizon Advisors
Tennessee
$1.09M +$252K +3,072 +30%
EMA
189
Efficient Market Advisors
California
$1.06M +$148K +1,801 +16%
RJT
190
Raymond James Trust
Florida
$1.06M +$36.4K +443 +4%
BC
191
Bartlett & Co
Ohio
$1.05M -$49.3K -600 -5%
SIA
192
Spruce Investment Advisors
Connecticut
$1.04M – – –
BWM
193
Braver Wealth Management
Massachusetts
$1.03M +$12.3K +149 +1%
HIS
194
Horizon Investment Services
Indiana
$989K +$15.3K +186 +2%
WB
195
WesBanco Bank
West Virginia
$984K +$590K +7,175 +149%
WB
196
Webster Bank
Connecticut
$968K +$301K +3,663 +45%
RJFSA
197
Raymond James Financial Services Advisors
Florida
$967K -$351K -4,275 -27%
OCG
198
Opus Capital Group
Ohio
$951K -$760K -9,253 -44%
P
199
Pitcairn
Pennsylvania
$937K -$66.8K -813 -7%
NSIM
200
North Star Investment Management
Illinois
$931K +$51.9K +632 +6%
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