We are live on ! Find out more
BND icon

Vanguard Total Bond Market

1,242 hedge funds and large institutions have $46.7B invested in Vanguard Total Bond Market in 2021 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 502 increasing their positions, 399 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

635% more call options, than puts

Call options by funds: $8.09M | Put options by funds: $1.1M

193% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 81

26% more repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 399

16% more funds holding in top 10

Funds holding in top 10: 167194 (+27)

12% more funds holding

Funds holding: 1,1091,242 (+133)

1.14% more ownership

Funds ownership: 56.26%57.4% (+1.1%)

1% more capital invested

Capital invested by funds: $46.3B → $46.7B (+$387M)

Holders
1,242
Holders Change
+133
Holders Change %
+11.99%
% of All Funds
19.11%
Holding in Top 10
194
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+16.17%
% of All Funds
2.99%
New
237
Increased
502
Reduced
399
Closed
81
Calls
$8.09M
Puts
$1.1M
Net Calls
+$6.99M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
301
Falcon Wealth Planning
California
$8.09M +$1.7M +19,911 +26%
AC
302
Applied Capital
Arkansas
$8.07M -$245K -2,882 -3%
DBT
303
Dubuque Bank & Trust
Iowa
$8.07M +$14.6K +172 +0.2%
FM
304
Foster & Motley
Ohio
$7.97M +$317K +3,722 +4%
KCM
305
Karp Capital Management
California
$7.83M +$7.87M +92,359 New
FFS
306
Founders Financial Securities
Maryland
$7.79M +$407K +4,784 +5%
AF
307
Aldebaran Financial
$7.7M -$1.3M -15,216 -14%
HI
308
Horizon Investments
North Carolina
$7.63M +$401K +4,705 +6%
HAS
309
HBW Advisory Services
California
$7.62M -$1.6M -18,812 -17%
CIM
310
Cambria Investment Management
California
$7.53M -$84.3K -990 -1%
MSFS
311
Main Street Financial Solutions
Pennsylvania
$7.51M -$177K -2,079 -2%
UCFA
312
United Capital Financial Advisors
Texas
$7.5M +$376K +4,409 +5%
PWMAG
313
Pinnacle Wealth Management Advisory Group
New Jersey
$7.44M +$14.1K +166 +0.2%
LNWTC
314
Laird Norton Wetherby Trust Company
Washington
$7.43M
WS
315
Wela Strategies
Georgia
$7.39M -$32.6K -383 -0.4%
NCG
316
Newport Capital Group
New Jersey
$7.21M +$415K +4,878 +6%
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$7.21M
LHEI
318
Leo H. Evart Inc
California
$7.15M +$7.18M +84,325 New
LGWM
319
Litman Gregory Wealth Management
California
$7.14M -$2.19M -25,702 -23%
KWP
320
Keystone Wealth Partners
Arizona
$7.13M +$5.07M +59,481 +241%
SBL
321
Sargent Bickham Lagudis
Colorado
$7.05M -$485K -5,694 -6%
Renaissance Technologies
322
Renaissance Technologies
New York
$7.04M +$7.08M +83,100 New
Koshinski Asset Management
323
Koshinski Asset Management
Illinois
$7.04M +$357K +4,195 +5%
SCP
324
Silverleafe Capital Partners
Tennessee
$7.02M +$7.05M +82,820 New
AAS
325
Ameritas Advisory Services
Nebraska
$6.96M +$7M +82,172 New

BND Hedge Fund Activity: Q4 2021 in Review

1,242 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2021, worth a combined $46.7B — up 0.84% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new BND positions and 81 closed out — a net gain of 156 holders — while 502 added to existing stakes and 399 trimmed.

The largest buyer was Creative Planning, adding an estimated $440M. The largest seller was Franklin Resources, cutting an estimated $917M.

  • 1,242 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2021, up from 1,109 in Q3 2021.
  • Funds reported $46.7B of Vanguard Total Bond Market stock for Q4 2021, up 0.84% quarter-over-quarter.
  • 237 funds opened new Vanguard Total Bond Market positions in Q4 2021 and 81 closed out, a net change of +156 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2021 was Creative Planning, an estimated $440M added.
  • The largest Vanguard Total Bond Market seller in Q4 2021 was Franklin Resources, an estimated $917M sold.

Based on aggregated 13F filings for Q4 2021.