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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
UL
1051
Unionview LLC
Washington
$259K +$260K +3,058 New
CAM
1052
Cozad Asset Management
Illinois
$257K
CIC
1053
Cutler Investment Counsel
Oregon
$257K +$53.8K +632 +26%
KF
1054
Krilogy Financial
Missouri
$255K +$852 +10 +0.3%
DWM
1055
Drive Wealth Management
Utah
$255K +$257K +3,012 New
LHWM
1056
Lake Hills Wealth Management
Texas
$253K +$255K +2,990 New
Qube Research & Technologies (QRT)
1057
Qube Research & Technologies (QRT)
United Kingdom
$252K +$253K +2,970 New
SWM
1058
SFG Wealth Management
Maryland
$252K +$253K +2,971 New
RDWM
1059
Red Door Wealth Management
Tennessee
$251K +$253K +2,967 New
IGGA
1060
Iron Gate Global Advisors
Utah
$250K
HGWM
1061
Horst & Graben Wealth Management
Oregon
$250K +$251K +2,950 New
PIP
1062
Peachtree Investment Partners
Florida
$247K
BSWM
1063
Boston Standard Wealth Management
Massachusetts
$246K -$26.6K -312 -10%
IA
1064
IFG Advisors
Missouri
$244K -$81.8K -961 -25%
AP
1065
Appleton Partners
Massachusetts
$244K -$24K -282 -9%
FWIA
1066
Fort Washington Investment Advisors
Ohio
$242K -$265K -3,114 -52%
ST
1067
Sentinel Trust
Texas
$242K +$243K +2,855 New
RC
1068
RegentAtlantic Capital
New Jersey
$241K -$264K -3,105 -52%
OCM
1069
One Capital Management
California
$241K +$242K +2,844 New
FFA
1070
Founders Financial Alliance
North Carolina
$240K -$27.8K -326 -10%
CWP
1071
Concord Wealth Partners
Virginia
$240K +$222K +2,610 +1,160%
FWM
1072
Fingerlakes Wealth Management
New York
$240K +$261K +3,063 New
C
1073
Certuity
Florida
$238K
HCM
1074
Howland Capital Management
Massachusetts
$238K
RWP
1075
Revolve Wealth Partners
New Jersey
$237K +$239K +2,801 New

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.