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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
Morgan Stanley
1
Morgan Stanley
New York
$4.23B +$365M +4,471,810 +9%
JP Morgan Chase
2
JP Morgan Chase
New York
$3.96B +$2.29B +27,984,408 +128%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.93B +$191M +2,337,966 +5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.43B +$66.4M +813,380 +2%
Creative Planning
5
Creative Planning
Kansas
$3.13B -$325M -3,977,277 -9%
LPL Financial
6
LPL Financial
California
$2.48B -$68.2M -834,657 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.76B +$26.1M +319,622 +1%
SEI Investments
8
SEI Investments
Pennsylvania
$1.6B +$55.9M +684,872 +4%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53B +$72.9M +892,577 +5%
MFRM
10
Milliman Financial Risk Management
Illinois
$1.35B +$110M +1,343,798 +9%
Wells Fargo
11
Wells Fargo
California
$1.31B +$193M +2,363,623 +17%
BlackRock
12
BlackRock
New York
$1.15B +$11.9M +145,658 +1%
Vanguard Group
13
Vanguard Group
Pennsylvania
$968M +$57M +697,937 +6%
MIS
14
Morningstar Investment Services
Illinois
$783M +$90.6M +1,109,209 +13%
Bank of America
15
Bank of America
North Carolina
$744M -$55.2M -675,831 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$590M -$3.58M -43,781 -0.6%
AF
17
Allworth Financial
California
$583M +$6.04M +73,990 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$464M -$17M -208,119 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$445M +$22.1M +270,274 +5%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$440M +$166M +2,035,558 +58%
Goldman Sachs
21
Goldman Sachs
New York
$435M +$847K +10,369 +0.2%
Ameriprise
22
Ameriprise
Minnesota
$375M +$41.3M +505,777 +12%
UBS Group
23
UBS Group
Switzerland
$366M +$41.7M +510,339 +12%
OWM
24
Orgel Wealth Management
Wisconsin
$311M +$319M +3,903,843 New
AssetMark Inc
25
AssetMark Inc
California
$241M +$14.3M +174,753 +6%

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.