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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
AAM
201
Ameraudi Asset Management
New York
$16.2M +$1.14M +13,335 +7%
IWC
202
Integrated Wealth Concepts
Massachusetts
$16.2M +$843K +9,902 +5%
PCWA
203
Pacific Capital Wealth Advisors
California
$16M +$4.51M +52,963 +39%
AA
204
Atmos Advisory
Pennsylvania
$15.9M +$16M +187,958 New
CFA
205
Cahill Financial Advisors
Minnesota
$15.8M +$3.36M +39,435 +27%
FWA
206
FOCUS Wealth Advisors
Texas
$15.8M +$248K +2,906 +2%
BFEC
207
Benjamin F. Edwards & Company
Missouri
$15.8M +$376K +4,414 +2%
LFAS
208
Level Four Advisory Services
Texas
$15.5M +$1.5M +17,573 +11%
CFP
209
Curran Financial Partners
South Carolina
$15.5M +$4.68M +54,954 +43%
RC
210
Roundview Capital
New Jersey
$15.5M +$175K +2,049 +1%
HWIS
211
Hancock Whitney Investment Services
Louisiana
$15.4M +$15.5M +182,273 New
WFA
212
Websterrogers Financial Advisors
South Carolina
$15.4M +$669K +7,853 +5%
EWM
213
Executive Wealth Management
Michigan
$15.2M +$177K +2,079 +1%
Lido Advisors
214
Lido Advisors
California
$15.1M -$711K -8,348 -4%
NB
215
Nicolet Bankshares
Wisconsin
$15.1M +$1.36M +16,019 +10%
BOH
216
Bank of Hawaii
Hawaii
$14.8M -$144K -1,696 -1%
Comerica Bank
217
Comerica Bank
Texas
$14.7M -$16.1M -189,410 -52%
SPIA
218
Steward Partners Investment Advisory
New York
$14.6M -$35.4K -416 -0.2%
RA
219
RFG Advisory
Alabama
$14.1M +$12.7M +148,809 +831%
FHA
220
Flagship Harbor Advisors
Massachusetts
$14.1M +$2.29M +26,853 +19%
DADC
221
D.A. Davidson & Co
Montana
$14.1M +$1.6M +18,820 +13%
TPCW
222
TD Private Client Wealth
New York
$14.1M -$2.05M -24,019 -13%
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
$13.9M -$1.62M -19,046 -10%
AC
224
Alley Company
Illinois
$13.9M +$1.12M +13,148 +9%
Mitsubishi UFJ Trust & Banking
225
Mitsubishi UFJ Trust & Banking
Japan
$13.7M

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.