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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
SFS
376
Sowell Financial Services
Arkansas
$5.22M -$951K -11,167 -15%
RWI
377
Red Wave Investments
Pennsylvania
$5.15M +$614K +7,211 +13%
GL
378
Graypoint LLC
New York
$5.13M -$27.2K -319 -0.5%
WWM
379
Western Wealth Management
Colorado
$4.99M +$5.02M +58,980 New
SWM
380
Sanctuary Wealth Management
Idaho
$4.99M -$461K -5,407 -8%
CA
381
Continuum Advisory
Idaho
$4.96M +$587K +6,895 +13%
AFS
382
Annapolis Financial Services
Maryland
$4.94M +$554K +6,505 +13%
SBWIC
383
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.94M +$4.96M +58,256 New
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$4.9M +$341K +3,998 +7%
WLIM
385
White Lighthouse Investment Management
Massachusetts
$4.87M -$359K -4,220 -7%
LFP
386
Leeward Financial Partners
Washington
$4.87M +$4.89M +57,465 New
DAM
387
Delta Asset Management
Tennessee
$4.87M -$2.8M -32,899 -36%
HPWM
388
High Pines Wealth Management
Massachusetts
$4.86M +$692K +8,120 +16%
AC
389
AWM Capital
Arizona
$4.82M -$561K -6,590 -10%
HCC
390
Hirtle Callaghan & Co
Pennsylvania
$4.81M +$4.83M +56,716 New
FSWA
391
Financial Synergies Wealth Advisors
Texas
$4.79M -$1.26M -14,823 -21%
LA
392
Latitude Advisors
Florida
$4.76M +$327K +3,843 +7%
SPC
393
Sigma Planning Corp
Michigan
$4.72M -$371K -4,358 -7%
JCM
394
Janney Capital Management
Pennsylvania
$4.71M -$790K -9,270 -14%
BFO
395
Boston Family Office
Massachusetts
$4.71M -$201K -2,357 -4%
MG
396
Mather Group
Illinois
$4.7M +$254K +2,983 +6%
FFA
397
Fragasso Financial Advisors
Pennsylvania
$4.63M +$4.65M +54,614 New
BST
398
Bath Savings Trust
Maine
$4.55M -$67.5K -793 -1%
SIA
399
Soltis Investment Advisors
Utah
$4.53M +$426K +4,999 +10%
GAM
400
Gould Asset Management
California
$4.49M +$204K +2,400 +5%

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.