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Vanguard Total World Bond ETF

53 hedge funds and large institutions have $101M invested in Vanguard Total World Bond ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

49% more capital invested

Capital invested by funds: $67.6M → $101M (+$33.3M)

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

20% more funds holding

Funds holding: 4453 (+9)

4.96% more ownership

Funds ownership: 15.2%20.16% (+5%)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
17
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$650K +$648K +7,912 New
AF
27
Allworth Financial
California
$647K +$164 +2 +0%
SI
28
Stephens Inc
Arkansas
$510K
AFP
29
Ausdal Financial Partners
Iowa
$484K -$531K -6,487 -52%
NG
30
NatWest Group
United Kingdom
$447K
SC
31
Savant Capital
Illinois
$411K +$409K +4,997 New
AWA
32
Acorn Wealth Advisors
Michigan
$363K +$362K +4,418 New
SWM
33
Soundmark Wealth Management
Washington
$312K +$310K +3,790 New
Wells Fargo
34
Wells Fargo
California
$292K -$735K -8,980 -72%
SWP
35
Stratos Wealth Partners
Ohio
$267K
CW
36
CreativeOne Wealth
Kansas
$257K +$256K +3,131 New
MML Investors Services
37
MML Investors Services
Massachusetts
$253K +$18.1K +221 +8%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$205K +$205K +2,502 New
Osaic Holdings
39
Osaic Holdings
Arizona
$188K -$564K -6,888 -75%
FA
40
Fortis Advisors
Pennsylvania
$161K -$40.9K -499 -20%
NFG
41
Next Financial Group
Texas
$157K +$135K +1,649 +627%
CFA
42
Carroll Financial Associates
North Carolina
$139K -$262K -3,201 -65%
IA
43
IFP Advisors
Florida
$114K +$4.09K +50 +4%
SBL
44
Sargent Bickham Lagudis
Colorado
$107K
SAM
45
S.A. Mason
Michigan
$101K +$100K +1,223 New
FA
46
Faithward Advisors
Pennsylvania
$84K -$409 -5 -0.5%
SWM
47
Sugarloaf Wealth Management
Georgia
$79K -$26.8K -327 -25%
HPC
48
HM Payson & Co
Maine
$78K
Citigroup
49
Citigroup
New York
$44K
AWM
50
Avior Wealth Management
Nebraska
$11K +$1.15K +14 +12%

BNDW Hedge Fund Activity: Q4 2020 in Review

53 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2020, worth a combined $101M — up 49% from $67.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BNDW positions and 6 closed out — a net gain of 9 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Ashford Capital Management, opening a new position worth an estimated $7.17M. The largest seller was Jane Street, exiting entirely with an estimated $12.5M sold.

  • 53 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2020, up from 44 in Q3 2020.
  • Funds reported $101M of Vanguard Total World Bond ETF stock for Q4 2020, up 49% quarter-over-quarter.
  • 15 funds opened new Vanguard Total World Bond ETF positions in Q4 2020 and 6 closed out, a net change of +9 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2020 was Ashford Capital Management, an estimated $7.17M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2020 was Jane Street, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2020.