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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
Truist Financial
26
Truist Financial
North Carolina
$234M +$7.75M +94,828 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$224M -$4.2M -51,425 -2%
GEM
28
Global Endowment Management
North Carolina
$219M +$8.47M +103,700 +4%
RIG
29
RiverFront Investment Group
Virginia
$204M -$15.3M -187,769 -7%
Jane Street
30
Jane Street
New York
$201M +$207M +2,529,821 New
Prudential Financial
31
Prudential Financial
New Jersey
$198M +$59.8M +732,542 +42%
CIAS
32
CBIZ Investment Advisory Services
Ohio
$178M +$11.5M +140,319 +7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$178M -$35.6M -435,525 -16%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$169M +$6.09M +74,553 +4%
RA
35
Rational Advisors
New York
$163M +$18.3M +224,192 +12%
RWP
36
RWA Wealth Partners
Massachusetts
$159M +$102M +1,252,993 +168%
LMIM
37
Lockheed Martin Investment Management
Maryland
$149M -$18M -220,000 -11%
HighTower Advisors
38
HighTower Advisors
Illinois
$138M +$21.6M +264,316 +18%
RJA
39
Raymond James & Associates
Florida
$133M -$48.4M -592,601 -26%
DDSF
40
Diana Davis Spencer Foundation
Maryland
$128M
Charles Schwab
41
Charles Schwab
California
$127M +$3.17M +38,776 +2%
Citigroup
42
Citigroup
New York
$127M -$16.8M -205,548 -11%
State Street
43
State Street
Massachusetts
$125M -$124M -1,512,399 -49%
Betterment LLC
44
Betterment LLC
New York
$122M -$439K -5,375 -0.3%
FG
45
Foster Group
Iowa
$122M +$54.2M +662,915 +77%
MC
46
McMorgan & Co
California
$118M -$1.64M -20,103 -1%
BCM
47
Brookstone Capital Management
Illinois
$118M -$13.3M -163,234 -10%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$117M -$11.5M -141,034 -9%
APCM
49
Alaska Permanent Capital Management
Alaska
$117M +$2.86M +35,030 +2%
CFA
50
Capstone Financial Advisors
Illinois
$115M -$8.52M -104,294 -7%

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.