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Vanguard Total Bond Market

1,188 hedge funds and large institutions have $47.2B invested in Vanguard Total Bond Market in 2022 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 429 increasing their positions, 535 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $5.39M | Put options by funds: $1.52M

4% less capital invested

Capital invested by funds: $49.1B → $47.2B (-$1.95B)

5% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 113

1% less funds holding in top 10

Funds holding in top 10: 191189 (-2)

2% less funds holding

Funds holding: 1,2071,188 (-19)

2.16% less ownership

Funds ownership: 60.6%58.44% (-2.2%)

20% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 535

Holders
1,188
Holders Change
-19
Holders Change %
-1.57%
% of All Funds
20.01%
Holding in Top 10
189
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.05%
% of All Funds
3.18%
New
107
Increased
429
Reduced
535
Closed
113
Calls
$5.39M
Puts
$1.52M
Net Calls
+$3.87M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Stordahl Capital Management
Colorado
$31.5M +$174K +2,289 +0.6%
Boston Partners
127
Boston Partners
Massachusetts
$31.4M +$3.27K +43 New
WFA
128
West Financial Advisors
Iowa
$31.1M -$310K -4,071 -1%
PI
129
PFS Investments
Georgia
$30.9M -$967K -12,707 -3%
RRCM
130
Rappaport Reiches Capital Management
Illinois
$30.7M +$8.71M +114,443 +39%
HDIM
131
Hanson & Doremus Investment Management
Vermont
$30.2M +$41.8K +549 +0.1%
AIP
132
Ameritas Investment Partners
Nebraska
$29.8M -$1.07M -14,000 -3%
ST
133
Smithfield Trust
Pennsylvania
$29.6M -$20.4M -267,746 -40%
PFM
134
Phillips Financial Management
Indiana
$29.6M +$9.18M +120,683 +44%
DT
135
Daniels + Tansey
Delaware
$29.5M -$609K -7,998 -2%
OCG
136
Opus Capital Group
Ohio
$29.3M +$1.32M +17,309 +5%
CCWA
137
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29M +$640K +8,409 +2%
GJIC
138
Gamble Jones Investment Counsel
California
$29M +$1.22M +15,967 +4%
TA
139
Tectonic Advisors
Texas
$28.6M +$599K +7,875 +2%
Allspring Global Investments
140
Allspring Global Investments
North Carolina
$28.6M
FI
141
FIDELIS iM
Oregon
$28.1M -$471K -6,185 -2%
HL
142
Hernani LP
Jersey
$27.7M
LNWTC
143
Laird Norton Wetherby Trust Company
Washington
$27.7M +$21.7M +284,935 +345%
BIA
144
BHK Investment Advisors
Alabama
$27.6M +$2.45M +32,239 +10%
GCM
145
G2 Capital Management
Ohio
$27.2M -$2.6M -34,192 -9%
NC
146
NewSquare Capital
Pennsylvania
$26.7M +$1.54M +20,224 +6%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$26.5M -$4.7M -61,720 -15%
GWM
148
Grand Wealth Management
Michigan
$25.7M -$2.49M -32,774 -9%
COCM
149
Charter Oak Capital Management
New Hampshire
$25.1M +$9.65M +126,772 +61%
LGWM
150
Litman Gregory Wealth Management
California
$25M +$14.9M +195,846 +143%

BND Hedge Fund Activity: Q2 2022 in Review

1,188 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2022, worth a combined $47.2B — down 4% from $49.1B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of BND and 107 opened new positions — a net loss of 6 holders — while 535 trimmed existing stakes and 429 added.

The largest buyer was JP Morgan Chase, adding an estimated $889M. The largest seller was Creative Planning, cutting an estimated $379M.

  • 1,188 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2022, down from 1,207 in Q1 2022.
  • Funds reported $47.2B of Vanguard Total Bond Market stock for Q2 2022, down 4% quarter-over-quarter.
  • 107 funds opened new Vanguard Total Bond Market positions in Q2 2022 and 113 closed out, a net change of -6 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2022 was JP Morgan Chase, an estimated $889M added.
  • The largest Vanguard Total Bond Market seller in Q2 2022 was Creative Planning, an estimated $379M sold.

Based on aggregated 13F filings for Q2 2022.