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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
SP
826
Successful Portfolios
Florida
$607K -$1.02K -12 -0.2%
CTA
827
Chesley Taft & Associates
Illinois
$607K
FAT
828
First American Trust
California
$605K +$49.1K +577 +9%
W
829
Wealthsimple
Ontario, Canada
$602K +$605K +7,098 New
CWM
830
Congress Wealth Management
Massachusetts
$599K +$602K +7,063 New
KFI
831
Key Financial Inc
Pennsylvania
$596K +$16.8K +197 +3%
FAG
832
Fortitude Advisory Group
Washington
$596K +$599K +7,035 New
BFG
833
Berger Financial Group
Minnesota
$594K +$17.5K +205 +3%
TWP
834
TFO Wealth Partners
Ohio
$591K -$61.4K -721 -9%
CWC
835
Carolinas Wealth Consulting
North Carolina
$590K +$4.26K +50 +0.7%
BCA
836
Bay Colony Advisors
Massachusetts
$589K -$235K -2,759 -28%
BPWM
837
Badgley Phelps Wealth Managers
Washington
$584K -$375K -4,400 -39%
RA
838
Rise Advisors
New York
$582K +$585K +6,867 New
BS
839
Boenning & Scattergood
Pennsylvania
$580K +$426 +5 +0.1%
C
840
CEDRUS
Colorado
$579K +$582K +6,834 New
TLFA
841
True Link Financial Advisors
California
$578K
FLPIM
842
F.L. Putnam Investment Management
Massachusetts
$577K -$8.86K -104 -2%
HGERS
843
Householder Group Estate & Retirement Specialist
Arizona
$577K +$580K +6,804 New
OPCM
844
Osborne Partners Capital Management
California
$572K -$161K -1,893 -22%
IA
845
Insight Advisors
Pennsylvania
$571K -$39.9K -468 -7%
ATC
846
Adirondack Trust Company
New York
$571K
MWM
847
MinichMacGregor Wealth Management
New York
$567K +$307K +3,599 +116%
CHJWM
848
Carlton Hofferkamp & Jenks Wealth Management
Texas
$557K -$95.8K -1,125 -14%
VCA
849
Verdence Capital Advisors
Maryland
$555K +$511 +6 +0.1%
SQA
850
Simon Quick Advisors
New Jersey
$554K +$10.6K +125 +2%

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.