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Vanguard Total Bond Market

1,208 hedge funds and large institutions have $49.2B invested in Vanguard Total Bond Market in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 484 increasing their positions, 497 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $1.95M

5% more capital invested

Capital invested by funds: $46.8B → $49.2B (+$2.44B)

3.19% more ownership

Funds ownership: 57.53%60.71% (+3.2%)

3% less repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 497

2% less funds holding in top 10

Funds holding in top 10: 195192 (-3)

3% less funds holding

Funds holding: 1,2431,208 (-35)

16% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 123

Holders
1,208
Holders Change
-35
Holders Change %
-2.82%
% of All Funds
19.05%
Holding in Top 10
192
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.54%
% of All Funds
3.03%
New
103
Increased
484
Reduced
497
Closed
123
Calls
$3.59M
Puts
$1.95M
Net Calls
+$1.64M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
101
Rockbridge Investment Management
New York
$45.4M +$853K +10,447 +2%
LSAG
102
Lake Street Advisors Group
New Hampshire
$44.6M -$3.17M -38,749 -6%
BCM
103
BTC Capital Management
Iowa
$44.3M +$160K +1,959 +0.4%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$44.2M -$427K -5,224 -0.9%
MML Investors Services
105
MML Investors Services
Massachusetts
$43.8M +$1.1M +13,519 +3%
FA
106
Fiducient Advisors
Illinois
$42.6M +$4.15M +50,760 +10%
PCA
107
Personal Capital Advisors
California
$42.5M +$43.1M +527,748 +7,952%
Retirement Systems of Alabama
108
Retirement Systems of Alabama
Alabama
$42.4M +$21.1K +258 +0%
BPA
109
Beacon Pointe Advisors
California
$41.7M +$8.07M +98,741 +23%
PIFP
110
Partners in Financial Planning
Virginia
$40.9M +$1.05M +12,825 +2%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$39.8M -$159K -1,948 -0.4%
EH
112
Equitable Holdings
New York
$39.4M +$3.75M +45,881 +10%
AC
113
Apella Capital
Connecticut
$39M +$8.53M +104,401 +27%
KOC
114
Koss-Olinger Consulting
Florida
$36.6M +$2.65M +32,390 +8%
AWM
115
AE Wealth Management
Kansas
$36.3M -$15.5M -190,122 -29%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$36.3M +$2.26M +27,622 +6%
AL
117
Aspiriant LLC
California
$36.1M -$1.84M -22,564 -5%
SOAG
118
Silver Oak Advisory Group
Oregon
$36.1M +$552K +6,755 +2%
BCI
119
Brinker Capital Investments
Pennsylvania
$35.6M +$27.3M +334,001 +295%
DY
120
Dowling & Yahnke
California
$35.2M +$17.1M +209,535 +90%
SFG
121
SNS Financial Group
Minnesota
$35.1M -$3.04M -37,233 -8%
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$35.1M +$2.93M +35,837 +9%
SC
123
Savant Capital
Illinois
$34.8M +$4.74M +58,002 +15%
Boston Partners
124
Boston Partners
Massachusetts
$34.2M
EI
125
Ellevest Inc
New York
$34.2M +$1.77M +21,631 +5%

BND Hedge Fund Activity: Q1 2022 in Review

1,208 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2022, worth a combined $49.2B — up 5.2% from $46.8B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of BND and 103 opened new positions — a net loss of 20 holders — while 497 trimmed existing stakes and 484 added.

The largest buyer was JP Morgan Chase, adding an estimated $2.29B. The largest seller was Creative Planning, cutting an estimated $325M.

  • 1,208 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2022, down from 1,243 in Q4 2021.
  • Funds reported $49.2B of Vanguard Total Bond Market stock for Q1 2022, up 5.2% quarter-over-quarter.
  • 103 funds opened new Vanguard Total Bond Market positions in Q1 2022 and 123 closed out, a net change of -20 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2022 was JP Morgan Chase, an estimated $2.29B added.
  • The largest Vanguard Total Bond Market seller in Q1 2022 was Creative Planning, an estimated $325M sold.

Based on aggregated 13F filings for Q1 2022.