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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
JP Morgan Chase
1
JP Morgan Chase
New York
$4.62B +$889M +11,675,240 +23%
Morgan Stanley
2
Morgan Stanley
New York
$4.22B +$221M +2,908,430 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$4B +$277M +3,641,053 +7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$3.23B -$30.8M -404,560 -0.9%
Creative Planning
5
Creative Planning
Kansas
$2.59B -$379M -4,974,370 -13%
LPL Financial
6
LPL Financial
California
$2.33B -$15.4M -202,648 -0.6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.65B -$15.8M -207,095 -0.9%
SEI Investments
8
SEI Investments
Pennsylvania
$1.53B +$24.3M +319,421 +2%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.4B -$41.4M -543,511 -3%
Wells Fargo
10
Wells Fargo
California
$1.32B +$82.2M +1,079,666 +7%
BlackRock
11
BlackRock
New York
$1.07B -$21.7M -284,930 -2%
MFRM
12
Milliman Financial Risk Management
Illinois
$1.02B -$264M -3,463,499 -20%
Vanguard Group
13
Vanguard Group
Pennsylvania
$961M +$46M +604,401 +5%
MIS
14
Morningstar Investment Services
Illinois
$736M -$1.74M -22,893 -0.2%
Bank of America
15
Bank of America
North Carolina
$699M -$4.64M -60,965 -0.7%
AF
16
Allworth Financial
California
$699M +$149M +1,955,293 +27%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$583M +$24.2M +318,055 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$433M +$11.4M +149,207 +3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$422M -$17.4M -228,277 -4%
Goldman Sachs
20
Goldman Sachs
New York
$417M +$5.57M +73,201 +1%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$395M -$21.1M -277,034 -5%
OWM
22
Orgel Wealth Management
Wisconsin
$363M +$70.1M +921,744 +24%
Ameriprise
23
Ameriprise
Minnesota
$346M -$11.4M -149,544 -3%
UBS Group
24
UBS Group
Switzerland
$271M -$75.8M -996,534 -22%
State Street
25
State Street
Massachusetts
$257M +$140M +1,841,228 +117%

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.