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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 %
CCM
201
Coe Capital Management
Illinois
$756K -$25.2K -310 -3%
CIA
202
Choate Investment Advisors
Massachusetts
$730K +$324K +3,986 +80%
CWM
203
Concert Wealth Management
California
$726K -$72.1K -892 -9%
ECM
204
ETrade Capital Management
Virginia
$718K +$39.9K +491 +6%
Franklin Resources
205
Franklin Resources
California
$695K +$212K +2,606 +44%
Millennium Management
206
Millennium Management
New York
$689K +$689K +8,483 New
BCM
207
Blume Capital Management
California
$687K +$147K +1,816 +27%
CT
208
Coastline Trust
Rhode Island
$664K +$159K +1,952 +31%
ATC
209
Adirondack Trust Company
New York
$658K – – –
WB
210
Webster Bank
Connecticut
$658K +$22.8K +281 +4%
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$656K +$23.9K +294,108 +4%
LIA
212
LS Investment Advisors
Michigan
$615K -$28.1K -346 -4%
JIR
213
James Investment Research
Ohio
$611K – – –
1IC
214
1919 Investment Counsel
Maryland
$602K +$93.8K +1,153 +18%
TT
215
Tower Trust
Indiana
$599K – – –
OIA
216
Optimum Investment Advisors
Illinois
$598K – – –
TF
217
Trutina Financial
Washington
$597K -$416K -5,125 -41%
PGFC
218
Peapack-Gladstone Financial Corp
New Jersey
$552K +$134K +1,653 +32%
Citadel Advisors
219
Citadel Advisors
Florida
$552K +$552K +6,794 New
PSI
220
Pinnacle Summer Investments
Virginia
$547K – – –
Vanguard Group
221
Vanguard Group
Pennsylvania
$544K +$304K +3,745 +127%
HFS
222
HL Financial Services
Kentucky
$541K +$17.1K +210 +3%
AMG
223
Asset Management Group
Connecticut
$532K +$4.14K +51 +0.8%
PFO
224
Pathstone Family Office
New Jersey
$532K +$301K +3,703 +130%
FBNAT
225
FirstMerit Bank N.A. Trustee
Ohio
$529K +$1.79K +22 +0.3%
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