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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
Kovitz Investment Group Partners
951
Kovitz Investment Group Partners
Illinois
$356K +$344K +4,040 New
JIC
952
Joel Isaacson & Co
New York
$354K -$20K -235 -5%
PFG
953
Pacific Financial Group
Washington
$351K +$73.1K +858 +26%
BIA
954
Bell Investment Advisors
California
$351K +$206K +2,424 +141%
PFG
955
Pinnacle Financial Group
Illinois
$349K +$351K +4,117 New
GFS
956
GYL Financial Synergies
Connecticut
$348K +$4.6K +54 +1%
MCA
957
Magnolia Capital Advisors
Mississippi
$346K +$347K +4,078 New
PCM
958
Parsons Capital Management
Rhode Island
$345K -$6.73K -79 -2%
LWAC
959
Laurel Wealth Advisors (California)
California
$345K +$98.5K +1,157 +40%
WFAG
960
Wescott Financial Advisory Group
Pennsylvania
$343K
AAP
961
Arax Advisory Partners
Colorado
$341K -$75.1K -882 -18%
SA
962
Sunesis Advisors
Kansas
$341K
GC
963
Grimes & Company
Massachusetts
$340K -$1.62K -19 -0.5%
NFG
964
Nations Financial Group
Iowa
$340K +$23.2K +272 +7%
PA
965
Planning Alternatives
Michigan
$339K -$11.8K -139 -3%
WCM
966
Whitener Capital Management
North Carolina
$336K -$32.2K -378 -9%
APW
967
Aurora Private Wealth
New Jersey
$336K +$88.5K +1,039 +36%
FCB
968
First Command Bank
Texas
$334K
IRAG
969
Investment Research & Advisory Group
Georgia
$334K +$26.9K +316 +9%
FIM
970
Freedom Investment Management
Connecticut
$333K -$2.36M -27,736 -88%
AF
971
Alerus Financial
North Dakota
$332K
CIAS
972
Capital Investment Advisory Services
North Carolina
$330K +$28K +329 +9%
IWA
973
Inspirion Wealth Advisors
Illinois
$329K +$331K +3,884 New
OWA
974
Octavia Wealth Advisors
Ohio
$328K -$25.3K -297 -7%
CWA
975
Canvas Wealth Advisors
Kansas
$328K -$17K -200 -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.