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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
N
151
Natixis
France
$26.6M +$1.78M +21,761 +7%
NC
152
NewSquare Capital
Pennsylvania
$26.6M +$1.77M +21,632 +7%
CST
153
Charles Schwab Trust
Nevada
$25.9M -$1.2M -14,685 -4%
LPT
154
Legacy Private Trust
Wisconsin
$25.8M +$23.4M +286,434 +768%
S
155
SignatureFD
Georgia
$25.4M -$515K -6,302 -2%
AA
156
Axiom Advisory
California
$25.2M +$951K +11,641 +4%
RIM
157
Reynolds Investment Management
South Carolina
$25.1M +$25.8M +315,538 New
AI
158
Atria Investments
North Carolina
$25.1M +$2.24M +27,384 +10%
HHRDM
159
H&H Retirement Design & Management
Nevada
$25.1M +$998K +12,222 +4%
TFF
160
The Family Firm
Maryland
$24.8M +$1.54M +18,816 +6%
PMA
161
Prudent Man Advisors
Illinois
$24.2M +$71.8K +879 +0.3%
WANY
162
Wealthspire Advisors (New York)
New York
$24M +$5.61M +68,633 +29%
BFG
163
Barber Financial Group
Kansas
$24M -$3.93M -48,154 -14%
CA
164
CoreCap Advisors
Michigan
$23.9M +$1.11M +13,636 +5%
RRCM
165
Rappaport Reiches Capital Management
Illinois
$23.4M -$4.99M -61,069 -17%
SIM
166
Stratos Investment Management
Ohio
$23.2M +$2.96M +36,233 +14%
VWA
167
Visionary Wealth Advisors
Illinois
$22.4M +$22.5M +275,565 +4,945%
ERIC
168
Eagle Rock Investment Company
Georgia
$21.8M +$2.6M +31,858 +13%
ASW
169
Astoria Strategic Wealth
Texas
$21.7M -$17.2M -211,162 -44%
PFM
170
Phillips Financial Management
Indiana
$21.6M -$1.62M -19,884 -7%
AWM
171
Apollon Wealth Management
South Carolina
$21.5M +$1.26M +15,389 +6%
RCS
172
Retirement Capital Strategies
California
$21.1M +$235K +2,873 +1%
Cerity Partners
173
Cerity Partners
New York
$21.1M -$1.32M -16,195 -6%
IFA
174
Index Fund Advisors
California
$21.1M -$714K -8,746 -3%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$20.1M +$307K +3,763 +2%

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.