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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
CNWM
926
Clay Northam Wealth Management
California
$406K +$408K +4,788 New
PWM
927
Paulson Wealth Management
Illinois
$401K -$5.79K -68 -1%
UBV
928
United Bank (Virginia)
Virginia
$400K
CSIA
929
Charles Schwab Investment Advisory
California
$399K -$35.1K -412 -8%
WWM
930
WT Wealth Management
Arizona
$398K +$5.62K +66 +1%
OMC
931
Old Mission Capital
Illinois
$393K -$11M -129,439 -97%
SIAG
932
Safeguard Investment Advisory Group
California
$392K +$4.68K +55 +1%
CFA
933
CWS Financial Advisors
Michigan
$389K +$391K +4,585 New
SEP
934
Southland Equity Partners
Missouri
$388K +$25.3K +297 +7%
OHIS
935
Oak Harvest Investment Services
Texas
$387K +$34.2K +401 +10%
RSC
936
Red Spruce Capital
Pennsylvania
$384K
TCM
937
Triumph Capital Management
Colorado
$380K -$2.45M -28,803 -87%
MWP
938
Meridian Wealth Partners
Pennsylvania
$379K +$1.45K +17 +0.4%
FSG
939
Financial Strategies Group
Michigan
$377K -$77.6K -911 -17%
MCA
940
MSH Capital Advisors
Arizona
$374K +$376K +4,415 New
IP
941
Investment Partners
Ohio
$374K +$2.9K +34 +0.8%
HCM
942
Hengehold Capital Management
Ohio
$372K +$2.9K +34 +0.8%
KCM
943
Kathmere Capital Management
Pennsylvania
$371K
PFO
944
Pathstone Family Office
New Jersey
$371K +$20.4K +240 +6%
BWM
945
Birchcreek Wealth Management
Ohio
$370K +$8.6K +101 +2%
RMA
946
Roffman Miller Associates
Pennsylvania
$366K +$25.6K +300 +7%
TC
947
Tenret Company
Florida
$364K -$50.3K -591 -12%
WA
948
Wealthstream Advisors
New York
$361K +$363K +4,262 New
SWA
949
SOA Wealth Advisors
New York
$359K +$12.5K +147 +4%
CNB
950
Camden National Bank
Maine
$359K +$17.5K +205 +5%

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.