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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
ANTB
176
AMG National Trust Bank
Colorado
$19.8M +$1.34M +15,715 +7%
DY
177
Dowling & Yahnke
California
$19.8M +$13.3M +155,842 +201%
WANY
178
Wealthspire Advisors (New York)
New York
$19.8M +$9.73M +114,292 +96%
GWA
179
Gibson Wealth Advisors
Texas
$19.6M +$19.7M +231,447 New
KL
180
KWMG LLC
Kansas
$19M +$454K +5,327 +2%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$18.9M +$3.9M +45,788 +26%
CCM
182
Crabel Capital Management
California
$18.6M +$14.3M +168,137 +325%
COCM
183
Charter Oak Capital Management
New Hampshire
$18.5M +$331K +3,884 +2%
BWM
184
Benchmark Wealth Management
Connecticut
$18.5M -$490K -5,752 -3%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$18.5M -$2.96M -34,717 -14%
AAS
186
Avantax Advisory Services
Texas
$18.4M +$170K +1,992 +0.9%
NG
187
NWK Group
California
$18.3M -$852K -10,006 -4%
PA
188
Pinnacle Associates
New York
$18.2M -$110K -1,292 -0.6%
CAN
189
Cetera Advisor Networks
California
$18.1M +$4.17M +48,988 +30%
NOI
190
Newton One Investments
Delaware
$17.1M +$342K +4,021 +2%
AIMCA
191
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.9M -$17M -200,000 -50%
TA
192
Trellis Advisors
Washington
$16.9M +$598K +7,022 +4%
KAS
193
Kestra Advisory Services
Texas
$16.6M -$12.2M -143,247 -42%
WF
194
Whelan Financial
California
$16.6M +$5.48M +64,346 +49%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$16.5M -$2.66M -31,273 -14%
MWM
196
McNaughton Wealth Management
California
$16.5M +$805K +9,446 +5%
S
197
Surevest
California
$16.4M -$234K -2,753 -1%
EC
198
Estate Counselors
Wisconsin
$16.3M -$401K -4,710 -2%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$16.3M +$332K +3,897 +2%
RWA
200
River Wealth Advisors
Pennsylvania
$16.3M +$1.48M +17,322 +10%

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.