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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
Morgan Stanley
1
Morgan Stanley
New York
$4.13B +$328M +3,852,933 +9%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.99B +$207M +2,431,554 +5%
Creative Planning
3
Creative Planning
Kansas
$3.68B +$440M +5,161,110 +14%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.62B +$112M +1,310,083 +3%
LPL Financial
5
LPL Financial
California
$2.71B +$107M +1,259,172 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.85B +$60.2M +706,340 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.85B +$237M +2,777,122 +15%
SEI Investments
8
SEI Investments
Pennsylvania
$1.64B +$269M +3,152,687 +19%
MFRM
9
Milliman Financial Risk Management
Illinois
$1.33B
BlackRock
10
BlackRock
New York
$1.21B +$15M +175,719 +1%
Wells Fargo
11
Wells Fargo
California
$1.2B -$53.5M -628,430 -4%
Vanguard Group
12
Vanguard Group
Pennsylvania
$972M -$21.7M -254,958 -2%
Bank of America
13
Bank of America
North Carolina
$850M +$112M +1,319,254 +15%
MIS
14
Morningstar Investment Services
Illinois
$741M +$52.1M +612,164 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$633M +$14.3M +167,898 +2%
AF
16
Allworth Financial
California
$615M +$66.2M +777,250 +12%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$512M -$2.4M -28,167 -0.5%
Goldman Sachs
18
Goldman Sachs
New York
$462M -$37.6M -441,133 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$452M +$30.8M +361,729 +7%
Ameriprise
20
Ameriprise
Minnesota
$360M +$45.7M +536,170 +14%
UBS Group
21
UBS Group
Switzerland
$347M -$542K -6,360 -0.2%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$296M +$94.4M +1,107,856 +46%
State Street
23
State Street
Massachusetts
$261M -$40.5M -476,026 -13%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$243M +$3.17M +37,228 +1%
AssetMark Inc
25
AssetMark Inc
California
$242M +$10.4M +121,839 +4%

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.