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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
RWIA
276
Roger Wittlin Investment Advisory
California
$8.97M -$2.65M -32,384 -22%
TWM
277
Tanglewood Wealth Management
Texas
$8.93M +$5.39M +66,010 +143%
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$8.89M +$9.13M +111,730 New
AC
279
Applied Capital
Arkansas
$8.83M +$1.29M +15,736 +17%
WSTAM
280
Wilbanks Smith & Thomas Asset Management
Virginia
$8.79M -$3.36M -41,172 -26%
OPS
281
Orion Portfolio Solutions
Nebraska
$8.74M -$424K -5,189 -5%
BFS
282
Beacon Financial Strategies
North Carolina
$8.71M +$663K +8,117 +8%
WLIM
283
White Lighthouse Investment Management
Massachusetts
$8.63M +$4.17M +51,021 +89%
MLA
284
My Legacy Advisors
Oregon
$8.56M +$8.79M +107,576 New
CISOA
285
Capital Investment Services of America
Wisconsin
$8.5M
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$8.49M -$16.5M -202,092 -65%
UB
287
UMB Bank
Missouri
$8.47M +$281K +3,439 +3%
MA
288
MUFG Americas
New York
$8.41M +$111K +1,359 +1%
KWM
289
Kingsview Wealth Management
Oregon
$8.36M -$4.19M -51,240 -33%
WS
290
Wela Strategies
Georgia
$8.34M +$1.44M +17,661 +20%
SG
291
StoneX Group
New York
$8.28M -$723K -8,854 -8%
DC
292
Darrow Company
Massachusetts
$8.18M +$519K +6,349 +7%
CWAG
293
Compton Wealth Advisory Group
Virginia
$8.17M +$232K +2,844 +3%
SIS
294
SVB Investment Services
Utah
$8.16M -$1.22M -14,874 -13%
CB
295
Cadence Bank
Mississippi
$8.12M -$1.11M -13,608 -12%
SEM
296
Strategic Equity Management
Arizona
$8.07M +$6.02M +73,713 +266%
RCA
297
Reitz Capital Advisors
Michigan
$8.05M +$2.08M +25,473 +34%
MWM
298
Moulton Wealth Management
Washington
$7.99M -$4.15M -50,791 -33%
CAM
299
Cresset Asset Management
Illinois
$7.98M -$724K -8,857 -8%
AF
300
Arrow Financial
New York
$7.89M +$2.24M +27,438 +38%

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.