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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$26.2M -$1.34M -15,705 -5%
AA
152
Axiom Advisory
California
$25.8M +$26M +304,763 New
PMA
153
Prudent Man Advisors
Illinois
$25.7M +$1.05M +12,337 +4%
GCM
154
G2 Capital Management
Ohio
$25.4M +$25.5M +299,351 New
HHRDM
155
H&H Retirement Design & Management
Nevada
$25.2M +$24.1M +282,375 +995%
TFF
156
The Family Firm
Maryland
$24.9M +$369K +4,336 +2%
PFM
157
Phillips Financial Management
Indiana
$24.7M +$289K +3,393 +1%
Cerity Partners
158
Cerity Partners
New York
$24.6M +$23.6M +276,715 +5,690%
AI
159
Atria Investments
North Carolina
$24.4M +$5.53M +64,982 +29%
CA
160
CoreCap Advisors
Michigan
$24.3M +$24.4M +286,953 New
TCM
161
TD Capital Management
Tennessee
$24.3M -$1.87M -21,945 -7%
MWM
162
Magnolia Wealth Management
Alabama
$23.8M +$23.9M +280,626 New
IFA
163
Index Fund Advisors
California
$23.2M +$23.3M +274,054 New
RCS
164
Retirement Capital Strategies
California
$22.9M +$868K +10,190 +4%
CWM
165
Cornerstone Wealth Management
Missouri
$22M +$795K +9,338 +4%
HP
166
HT Partners
Connecticut
$21.8M +$14.3M +167,524 +187%
SIM
167
Stratos Investment Management
Ohio
$21.7M +$4.64M +54,509 +27%
AWM
168
Apollon Wealth Management
South Carolina
$21.6M +$2.41M +28,323 +12%
BFA
169
Bluestem Financial Advisors
Illinois
$21.3M +$206K +2,421 +1%
US Bancorp
170
US Bancorp
Minnesota
$21.3M +$17.8K +209 +0.1%
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$21.1M +$21.2M +249,300 New
RA
172
Riversedge Advisors
Delaware
$20.5M +$990K +11,629 +5%
ERIC
173
Eagle Rock Investment Company
Georgia
$20.5M +$20.6M +241,899 New
CL
174
Choreo LLC
Illinois
$20.1M +$9.53M +111,873 +90%
GW
175
GW & Wade
Massachusetts
$19.9M -$2.35M -27,622 -11%

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.