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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
SMG
1026
Smart Money Group
Texas
$281K +$282K +3,314 New
SWA
1027
Sax Wealth Advisors
New Jersey
$280K +$50.7K +595 +22%
AWM
1028
Abound Wealth Management
Tennessee
$279K +$281K +3,297 New
GT
1029
Glenview Trust
Kentucky
$278K -$208K -2,444 -43%
HWA
1030
Hillcrest Wealth Advisors
New Jersey
$275K
WDG
1031
Wealth Dimensions Group
Ohio
$273K
ESB
1032
Essex Savings Bank
Connecticut
$273K +$2.98K +35 +1%
IFAM
1033
Institutional & Family Asset Management
Colorado
$272K -$45.5K -534 -14%
RGF
1034
Retirement Guys Formula
Ohio
$271K +$272K +3,199 New
PWA
1035
Pillar Wealth Advisors
Pennsylvania
$271K +$273K +3,202 New
AWP
1036
Abacus Wealth Partners
California
$271K +$272K +3,197 New
LWM
1037
Liberty Wealth Management
California
$270K -$794K -9,319 -75%
BFS
1038
Baskin Financial Services
Ontario, Canada
$270K
BDF
1039
Balasa Dinverno & Foltz
$270K +$50.8K +596 +23%
WA
1040
Waverly Advisors
Alabama
$267K
AF
1041
Apexium Financial
Texas
$266K
MWM
1042
Meridian Wealth Management
Kentucky
$265K -$21.6K -254 -8%
HSA
1043
HBK Sorce Advisory
Pennsylvania
$264K -$23.9K -281 -8%
WCM
1044
Wealthcare Capital Management
Virginia
$264K +$266K +3,120 New
ACI
1045
Alpha Cubed Investments
California
$263K -$3.41K -40 -1%
FCH
1046
Freestone Capital Holdings
Washington
$263K +$264K +3,098 New
KM
1047
Kalos Management
Georgia
$262K +$19.3K +227 +8%
MAM
1048
Madison Asset Management
Wisconsin
$260K -$47.6K -559 -15%
SPIO
1049
Seven Post Investment Office
California
$259K -$2.56K -30 -1%
ZIM
1050
Zacks Investment Management
Illinois
$259K

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.