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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
LPT
151
Legacy Private Trust
Wisconsin
$24.8M +$413K +5,431 +2%
AA
152
Axiom Advisory
California
$24.8M +$962K +12,634 +4%
BWM
153
Baystate Wealth Management
Massachusetts
$24.6M +$23.2M +304,824 +1,344%
TFF
154
The Family Firm
Maryland
$24.2M +$702K +9,230 +3%
SIM
155
Stratos Investment Management
Ohio
$24.1M +$2.12M +27,912 +10%
TFA
156
Transamerica Financial Advisors
Florida
$24M +$24.1M +316,295 +10,526%
USAA
157
United Services Automobile Association
Texas
$24M +$14.1M +185,339 +139%
CA
158
CoreCap Advisors
Michigan
$23.3M +$652K +8,563 +3%
GW
159
GW & Wade
Massachusetts
$22.8M +$7.6M +99,903 +49%
PCWA
160
Pacific Capital Wealth Advisors
California
$22.6M +$6.95M +91,319 +44%
ERIC
161
Eagle Rock Investment Company
Georgia
$22.6M +$2.03M +26,724 +10%
CST
162
Charles Schwab Trust
Nevada
$22.5M -$1.96M -25,689 -8%
HHRDM
163
H&H Retirement Design & Management
Nevada
$22.4M -$2.47M -32,482 -10%
WB
164
WesBanco Bank
West Virginia
$22.2M -$4.17M -54,774 -16%
PMA
165
Prudent Man Advisors
Illinois
$21.8M -$1.14M -14,952 -5%
JSL
166
JT Stratford LLC
Georgia
$21.3M +$10.4M +137,146 +94%
CWM
167
Campbell Wealth Management
Virginia
$21M -$23M -302,277 -52%
IFA
168
Index Fund Advisors
California
$20.1M +$121K +1,593 +0.6%
Barclays
169
Barclays
United Kingdom
$20.1M +$20.3M +266,838 New
IA
170
IFP Advisors
Florida
$20M
RA
171
Riversedge Advisors
Delaware
$19.7M +$1.07M +14,121 +6%
DADC
172
D.A. Davidson & Co
Montana
$18.8M +$8.36M +109,838 +78%
AAS
173
Avantax Advisory Services
Texas
$18.6M +$211K +2,778 +1%
TCM
174
TD Capital Management
Tennessee
$18.5M -$36.1K -474 -0.2%
KL
175
KWMG LLC
Kansas
$17.9M +$302K +3,974 +2%

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.