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Vanguard Total Bond Market
BND

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: 167 → 194 (+27)

12% more funds holding

Funds holding: 1,109 → 1,242 (+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

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$440M
2
Morgan Stanley
Morgan Stanley
New York
+$328M
3
SEI Investments
SEI Investments
Pennsylvania
+$269M
4
JP Morgan Chase
JP Morgan Chase
New York
+$237M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$207M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$917M
2
Truist Financial
Truist Financial
North Carolina
-$90.5M
3
KIM
Karpus Investment Management
New York
-$82.4M
4
Wells Fargo
Wells Fargo
California
-$53.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$48.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$241M -$90.5M -1,062,599 -27%
RIG
27
RiverFront Investment Group
Virginia
$233M +$276K +3,235 +0.1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$227M -$17M -199,831 -7%
GEM
29
Global Endowment Management
North Carolina
$225M +$8.04M +94,400 +4%
RJA
30
Raymond James & Associates
Florida
$192M +$14.8M +173,587 +8%
CIAS
31
CBIZ Investment Advisory Services
Ohio
$178M +$179M +2,103,523 New
LMIM
32
Lockheed Martin Investment Management
Maryland
$177M +$12.8M +150,000 +8%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$174M -$3.39M -39,758 -2%
RA
34
Rational Advisors
New York
$154M +$32M +375,343 +26%
Citigroup
35
Citigroup
New York
$152M +$15.5M +182,183 +11%
Prudential Financial
36
Prudential Financial
New Jersey
$151M +$120M +1,407,888 +400%
BCM
37
Brookstone Capital Management
Illinois
$141M +$59.2M +695,555 +70%
AIM
38
Acropolis Investment Management
Missouri
$137M +$3.86M +45,269 +3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$137M -$3.14M -36,826 -2%
DDSF
40
Diana Davis Spencer Foundation
Maryland
$136M – – –
Charles Schwab
41
Charles Schwab
California
$132M +$4.48M +52,613 +3%
CFA
42
Capstone Financial Advisors
Illinois
$131M +$2.19M +25,719 +2%
Betterment LLC
43
Betterment LLC
New York
$131M -$3.21M -37,675 -2%
MC
44
McMorgan & Co
California
$127M +$2.52M +29,540 +2%
HighTower Advisors
45
HighTower Advisors
Illinois
$125M +$19M +223,252 +18%
APCM
46
Alaska Permanent Capital Management
Alaska
$121M +$4.4M +51,623 +4%
5L
47
55I LLC
Massachusetts
$117M +$1.9M +22,256 +2%
AA
48
ALPS Advisors
Colorado
$104M +$322K +3,775 +0.3%
AF
49
Advisornet Financial
Minnesota
$101M +$4.93M +57,937 +5%
BAAM
50
Baker Avenue Asset Management
California
$98M +$3.93M +46,162 +4%
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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.