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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
CA
101
Cetera Advisors
Colorado
$43M +$295K +3,465 +0.7%
PIFP
102
Partners in Financial Planning
Virginia
$42.7M +$3.28M +38,507 +8%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$42.6M +$38.8K +456 +0.1%
FA
104
Fiducient Advisors
Illinois
$41.1M +$323K +3,794 +0.8%
ASW
105
Astoria Strategic Wealth
Texas
$41M +$5.7M +66,961 +16%
OCG
106
Opus Capital Group
Ohio
$40.6M +$1.15M +13,550 +3%
SFG
107
SNS Financial Group
Minnesota
$40.5M +$2.56M +30,115 +7%
AL
108
Aspiriant LLC
California
$40.4M -$326K -3,830 -0.8%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$40.4M -$2.65M -31,057 -6%
TC
110
Toews Corporation
New Jersey
$40.3M -$19.5M -228,450 -32%
EH
111
Equitable Holdings
New York
$38M +$1.62M +18,986 +4%
KIM
112
Karpus Investment Management
New York
$38M -$82.4M -967,325 -68%
SOAG
113
Silver Oak Advisory Group
Oregon
$37.9M +$38.1M +447,207 New
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$37.8M +$38M +446,337 New
NFG
115
Next Financial Group
Texas
$37.1M +$237K +2,782 +0.6%
COF
116
Capital One Financial
Virginia
$37.1M -$1.86M -21,790 -5%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$36.4M +$1.09M +12,825 +3%
AIP
118
Ameritas Investment Partners
Nebraska
$36.4M
PI
119
PFS Investments
Georgia
$36.3M -$136K -1,595 -0.4%
KOC
120
Koss-Olinger Consulting
Florida
$36.2M +$36.2M +424,797 +17,289%
BPA
121
Beacon Pointe Advisors
California
$36M -$1.74M -20,395 -5%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$35.7M +$733K +8,611 +2%
Boston Partners
123
Boston Partners
Massachusetts
$35.5M
SMDAM
124
Sumitomo Mitsui DS Asset Management
Japan
$35.4M +$3M +35,241 +9%
SCM
125
Stordahl Capital Management
Colorado
$34.8M +$1.21M +14,203 +4%

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.