We are live on ! Find out more
BND icon

Vanguard Total Bond Market

1,208 hedge funds and large institutions have $49.2B invested in Vanguard Total Bond Market in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 484 increasing their positions, 497 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $1.95M

5% more capital invested

Capital invested by funds: $46.8B → $49.2B (+$2.44B)

3.19% more ownership

Funds ownership: 57.53%60.71% (+3.2%)

3% less repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 497

2% less funds holding in top 10

Funds holding in top 10: 195192 (-3)

3% less funds holding

Funds holding: 1,2431,208 (-35)

16% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 123

Holders
1,208
Holders Change
-35
Holders Change %
-2.82%
% of All Funds
19.05%
Holding in Top 10
192
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.54%
% of All Funds
3.03%
New
103
Increased
484
Reduced
497
Closed
123
Calls
$3.59M
Puts
$1.95M
Net Calls
+$1.64M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
251
Litman Gregory Wealth Management
California
$10.9M +$4.29M +52,462 +62%
MG
252
McCutchen Group
Washington
$10.8M +$1.39M +16,976 +14%
CFP
253
Curran Financial Partners
South Carolina
$10.8M -$3.91M -47,870 -26%
WA
254
WBH Advisory
Maryland
$10.8M -$1.44M -17,685 -11%
XF
255
XML Financial
Maryland
$10.7M -$256K -3,135 -2%
LFA
256
Landmark Financial Advisors
Kentucky
$10.7M -$255K -3,121 -2%
FHA
257
Flagship Harbor Advisors
Massachusetts
$10.7M -$2.64M -32,363 -19%
JWA
258
JFS Wealth Advisors
Pennsylvania
$10.2M +$615K +7,523 +6%
THWM
259
Taylor Hoffman Wealth Management
Virginia
$10.1M +$212K +2,593 +2%
AWA
260
Aletheian Wealth Advisors
Washington
$10.1M +$136K +1,670 +1%
FWM
261
FSA Wealth Management
Massachusetts
$10.1M
NL
262
NWAM LLC
Washington
$10M -$12.3K -151 -0.1%
NRI
263
NFP Retirement Inc
California
$9.96M +$1.4M +17,147 +16%
MFA
264
Mayflower Financial Advisors
Massachusetts
$9.82M -$2.89M -35,343 -22%
CL
265
Choreo LLC
Illinois
$9.78M -$9.28M -113,654 -48%
MIA
266
MainStreet Investment Advisors
Illinois
$9.54M -$567K -6,939 -5%
CI
267
Conning Inc
Connecticut
$9.51M +$9.77M +119,575 New
BSSFA
268
Baron Silver Stevens Financial Advisors
Florida
$9.28M +$1.37M +16,747 +17%
NA
269
NewEdge Advisors
Louisiana
$9.26M -$2.51M -30,749 -21%
FWP
270
Falcon Wealth Planning
California
$9.2M +$1.64M +20,101 +21%
MIAN
271
Mariner Independent Advisor Network
Kansas
$9.15M -$578K -7,070 -6%
BWA
272
BDO Wealth Advisors
Florida
$9.09M -$2.57M -31,475 -22%
VC
273
Veery Capital
Delaware
$9.05M +$701K +8,583 +8%
CHAM
274
Clear Harbor Asset Management
Connecticut
$9.03M +$62.5K +765 +0.7%
AUIM
275
Aegon USA Investment Management
Iowa
$8.99M -$92.3K -1,130 -1%

BND Hedge Fund Activity: Q1 2022 in Review

1,208 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2022, worth a combined $49.2B — up 5.2% from $46.8B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of BND and 103 opened new positions — a net loss of 20 holders — while 497 trimmed existing stakes and 484 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.29B. The largest seller was Creative Planning, cutting an estimated $325M.

  • 1,208 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2022, down from 1,243 in Q4 2021.
  • Funds reported $49.2B of Vanguard Total Bond Market stock for Q1 2022, up 5.2% quarter-over-quarter.
  • 103 funds opened new Vanguard Total Bond Market positions in Q1 2022 and 123 closed out, a net change of -20 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2022 was JP Morgan Chase, an estimated $2.29B added.
  • The largest Vanguard Total Bond Market seller in Q1 2022 was Creative Planning, an estimated $325M sold.

Based on aggregated 13F filings for Q1 2022.