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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
SVWAG
801
Sound View Wealth Advisors Group
Georgia
$575K -$6.29K -77 -1%
AIM
802
Anchor Investment Management
South Carolina
$572K -$47.4K -580 -7%
VFPW
803
Vantage Financial Partners (Wisconsin)
Wisconsin
$569K -$2.78K -34 -0.5%
UF
804
Univest Financial
Pennsylvania
$565K -$606K -7,417 -51%
EWA
805
EverSource Wealth Advisors
Alabama
$565K -$69.3K -848 -11%
MAP
806
Milestone Advisory Partners
North Carolina
$564K -$111K -1,353 -16%
W
807
Wealthsimple
Ontario, Canada
$561K -$4.17K -51 -0.7%
LWM
808
Liberty Wealth Management
California
$561K +$325K +3,982 +125%
KFI
809
Key Financial Inc
Pennsylvania
$559K +$82 +1 +0%
BRWM
810
B. Riley Wealth Management
Tennessee
$558K +$300K +3,676 +110%
CWC
811
Carolinas Wealth Consulting
North Carolina
$556K +$1.72K +21 +0.3%
CTA
812
Chesley Taft & Associates
Illinois
$555K
C
813
CEDRUS
Colorado
$553K +$9.64K +118 +2%
CFD
814
Creative Financial Designs
Indiana
$552K -$58.4K -715 -9%
OC
815
Oppenheimer & Co
New York
$551K -$461K -5,648 -45%
BCA
816
Bay Colony Advisors
Massachusetts
$551K -$1.47K -18 -0.3%
CWM
817
Congress Wealth Management
Massachusetts
$549K -$12.9K -158 -2%
WP
818
WealthSource Partners
California
$547K -$127K -1,560 -18%
RTS
819
Round Table Services
New Jersey
$541K -$947K -11,593 -63%
PCA
820
Permit Capital Advisors
Pennsylvania
$540K +$574K +7,028 New
SWM
821
Shakespeare Wealth Management
Wisconsin
$538K +$555K +6,792 New
CF
822
Centaurus Financial
California
$536K -$416K -5,098 -43%
ATC
823
Adirondack Trust Company
New York
$536K
FAG
824
Fortitude Advisory Group
Washington
$532K -$28.7K -351 -5%
SF
825
Safeguard Financial
Wisconsin
$532K +$546K +6,683 New

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.