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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
AMR
1001
Asset Management Resources
Massachusetts
$305K +$307K +3,600 New
VFA
1002
Valeo Financial Advisors
Indiana
$302K -$1.28K -15 -0.4%
First Manhattan
1003
First Manhattan
New York
$300K +$107K +1,258 +55%
CFA
1004
Compass Financial Advisors
Indiana
$299K +$301K +3,531 New
CPO
1005
Cerity Partners OCIO
New York
$298K +$2.9K +34 +1%
OHWP
1006
Oak Harbor Wealth Partners
North Carolina
$298K +$300K +3,518 New
DP
1007
Divergent Planning
Maryland
$298K +$301K +3,535 New
NCM
1008
Northwest Capital Management
Oregon
$297K -$240K -2,814 -44%
BAMG
1009
Brand Asset Management Group
Missouri
$297K +$15.6K +183 +6%
CIC
1010
Carnegie Investment Counsel
Ohio
$297K +$66.8K +784 +29%
1WA
1011
180 Wealth Advisors
Washington
$296K
SF
1012
Symphony Financial
Texas
$295K -$25.8M -302,366 -99%
SWP
1013
Summit Wealth Partners
Florida
$295K -$34.6K -406 -10%
MF
1014
Montis Financial
Massachusetts
$292K
SCA
1015
Stokes Capital Advisors
South Carolina
$292K +$10.3K +121 +4%
BI
1016
Blooom Inc
Kansas
$290K -$30.5K -358 -13%
FWM
1017
Focused Wealth Management
New York
$289K -$910K -10,680 -76%
SIA
1018
Stegner Investment Associates
Kentucky
$289K +$290K +3,407 New
LAS
1019
LWM Advisory Services
Florida
$288K +$289K +3,395 New
CRI
1020
Colonial River Investments
Virginia
$288K +$289K +3,398 New
TPA
1021
Trivium Point Advisory
Connecticut
$287K +$10.2K +120 +4%
AA
1022
Auxano Advisors
Washington
$286K +$287K +3,373 New
BRWM
1023
B. Riley Wealth Management
Tennessee
$283K +$1.7K +20 +0.6%
BMCM
1024
Bryn Mawr Capital Management
Pennsylvania
$282K
Neuberger Berman Group
1025
Neuberger Berman Group
New York
$281K -$259K -3,044 -48%

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.