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Vanguard Total Bond Market
BND

Overview Fund Activity

499 hedge funds and large institutions have $20.5B invested in Vanguard Total Bond Market in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+26
Holders Change %
+5.5%
% of All Funds
13.32%
Holding in Top 10
99
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.21%
% of All Funds
2.64%
New
66
Increased
204
Reduced
172
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$279M
2
USAA
United Services Automobile Association
Texas
+$92.3M
3
Goldman Sachs
Goldman Sachs
New York
+$91.1M
4
State Street
State Street
Massachusetts
+$85M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$83.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$555M
2
WIM
Windhaven Investment Management
Massachusetts
-$87.8M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$41.4M
4
BlackRock
BlackRock
New York
-$40.7M
5
PCA
Personal Capital Advisors
California
-$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Apriem Advisors
California
$2.64M +$64.2K +775 +2%
JRP
202
Jasper Ridge Partners
California
$2.61M – – –
HH
203
Hilltop Holdings
Texas
$2.61M – – –
EK
204
Evensky & Katz
Florida
$2.58M -$38.5K -465 -1%
OBWP
205
O'Brien Wealth Partners
Massachusetts
$2.58M +$530K +6,405 +26%
DWM
206
Destination Wealth Management
California
$2.47M – – –
SPWA
207
SteelBridge Private Wealth Advisors
Florida
$2.44M +$2.44M +29,510 New
SAM
208
Stringer Asset Management
Tennessee
$2.44M -$288K -3,481 -11%
JWM
209
Jackson Wealth Management
Florida
$2.44M +$79.7K +961 +3%
AWM
210
Avior Wealth Management
Nebraska
$2.41M +$1.87M +22,636 +349%
IWM
211
Integrated Wealth Management
California
$2.4M -$26.2K -316 -1%
US Bancorp
212
US Bancorp
Minnesota
$2.4M +$449K +5,426 +23%
BSW
213
Buckingham Strategic Wealth
Missouri
$2.22M +$1.9M +22,953 +596%
CAAS
214
Capital Asset Advisory Services
Michigan
$2.22M +$2.22M +26,796 New
W
215
Wealthfront
California
$2.17M -$273K -3,293 -11%
SPC
216
Sigma Planning Corp
Michigan
$2.17M -$67.7K -818 -3%
SSG
217
Summit Securities Group
New York
$2.15M +$1.74M +21,017 +420%
CT
218
Coastline Trust
Rhode Island
$2.15M +$175K +2,115 +9%
ACS
219
Archford Capital Strategies
Illinois
$2.14M +$38.2K +461 +2%
WCM
220
Weatherstone Capital Management
Colorado
$2.14M -$477K -5,767 -18%
ICOA
221
Investment Centers of America
North Dakota
$2.1M +$1.13M +13,670 +117%
AFP
222
Ausdal Financial Partners
Iowa
$2.1M +$269K +3,243 +15%
SWM
223
SVA Wealth Management
Wisconsin
$2.09M -$162K -1,955 -7%
UB
224
UMB Bank
Missouri
$2.08M -$199K -2,399 -9%
VKH
225
Virtu KCG Holdings
New York
$2.05M +$2.05M +24,754 New
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