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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
IWN
476
Independent Wealth Network
Iowa
$2.93M +$88K +1,033 +3%
AG
477
Ascent Group
Virginia
$2.92M +$2.98M +34,953 New
IPW
478
Intergy Private Wealth
Colorado
$2.9M +$2.91M +34,218 New
CWA
479
Consilio Wealth Advisors
Washington
$2.88M +$2.9M +34,011 New
NWMG
480
National Wealth Management Group
Ohio
$2.88M +$2.9M +33,999 New
CPA
481
Clear Perspective Advisors
Illinois
$2.87M -$11.5K -135 -0.4%
CGH
482
CMG Global Holdings
Texas
$2.82M +$69.3K +814 +3%
DI
483
DAGCO Inc
Ohio
$2.81M -$2.67M -31,298 -49%
SFA
484
Sequoia Financial Advisors
Ohio
$2.77M +$1.36M +15,984 +96%
CS
485
Capital Square
Tennessee
$2.77M +$15.4K +181 +0.6%
NSIM
486
North Star Investment Management
Illinois
$2.76M -$31.1K -365 -1%
VWA
487
VERITY Wealth Advisors
United States
$2.75M +$313K +3,679 +13%
PB
488
Pinnacle Bancorp
Nebraska
$2.74M +$13.3K +156 +0.5%
KC
489
Kingfisher Capital
North Carolina
$2.71M +$206K +2,423 +8%
FCIM
490
Fairview Capital Investment Management
California
$2.7M -$803K -9,425 -23%
AWM
491
Avior Wealth Management
Nebraska
$2.69M -$634K -7,449 -19%
LWP
492
Lumature Wealth Partners
Georgia
$2.65M -$104K -1,224 -4%
AW
493
Avion Wealth
Texas
$2.65M +$2.43M +28,562 +1,042%
CFIA
494
Cantor Fitzgerald Investment Advisors
New York
$2.65M +$12.8K +150 +0.5%
WAP
495
Wealthcare Advisory Partners
Pennsylvania
$2.64M +$1.29M +15,155 +95%
MPCL
496
My Personal CFO LLC
Washington
$2.64M +$2.65M +31,147 New
RMC
497
Regis Management Company
California
$2.63M
PCMC
498
Paragon Capital Management (Colorado)
Colorado
$2.61M +$40.5K +475 +2%
WMA
499
West Michigan Advisors
Michigan
$2.6M +$2.61M +30,661 New
JFG
500
JMG Financial Group
Illinois
$2.59M -$71.1K -835 -3%

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.