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Vanguard Total World Bond ETF

67 hedge funds and large institutions have $111M invested in Vanguard Total World Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

26% more funds holding

Funds holding: 5367 (+14)

10% more capital invested

Capital invested by funds: $101M → $111M (+$9.72M)

1.02% more ownership

Funds ownership: 20.16%21.18% (+1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
67
Holders Change
+14
Holders Change %
+26.42%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
24
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$856K +$868K +10,752 New
AFP
27
Ausdal Financial Partners
Iowa
$833K +$369K +4,572 +78%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$792K +$802K +9,943 New
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$723K +$733K +9,076 New
MI
30
Moneywise Inc
Virginia
$716K +$726K +8,993 New
SAM
31
Secure Asset Management
Michigan
$627K -$421K -5,214 -40%
MML Investors Services
32
MML Investors Services
Massachusetts
$623K +$382K +4,734 +154%
CPIG
33
Chicago Partners Investment Group
Illinois
$619K +$625K +7,741 New
AF
34
Allworth Financial
California
$584K -$43.7K -541 -7%
SWP
35
Stratos Wealth Partners
Ohio
$556K +$301K +3,731 +115%
SMC
36
Smith, Moore & Co
Missouri
$540K +$547K +6,781 New
SI
37
Stephens Inc
Arkansas
$494K
AWA
38
Acorn Wealth Advisors
Michigan
$447K +$96.5K +1,196 +27%
NG
39
NatWest Group
United Kingdom
$433K
SC
40
Savant Capital
Illinois
$398K
NFG
41
Next Financial Group
Texas
$317K +$167K +2,064 +108%
AWM
42
Apollon Wealth Management
South Carolina
$317K +$321K +3,983 New
SWM
43
Soundmark Wealth Management
Washington
$303K +$726 +9 +0.2%
SWM
44
SeaCrest Wealth Management
New York
$297K +$301K +3,735 New
SB
45
Strategic Blueprint
Georgia
$296K +$300K +3,716 New
Wells Fargo
46
Wells Fargo
California
$249K -$34.5K -427 -12%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$245K -$390K -4,838 -61%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$243K +$44.8K +555 +22%
Osaic Holdings
49
Osaic Holdings
Arizona
$171K -$11.5K -143 -6%
IA
50
IFP Advisors
Florida
$150K +$39.5K +490 +34%

BNDW Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q1 2021, worth a combined $111M — up 9.6% from $101M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BNDW positions and 6 closed out — a net gain of 14 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $8.3M. The largest seller was RiverTree Advisors, exiting entirely with an estimated $7.83M sold.

  • 67 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q1 2021, up from 53 in Q4 2020.
  • Funds reported $111M of Vanguard Total World Bond ETF stock for Q1 2021, up 9.6% quarter-over-quarter.
  • 20 funds opened new Vanguard Total World Bond ETF positions in Q1 2021 and 6 closed out, a net change of +14 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q1 2021 was Citadel Advisors, an estimated $8.3M added.
  • The largest Vanguard Total World Bond ETF seller in Q1 2021 was RiverTree Advisors, an estimated $7.83M sold.

Based on aggregated 13F filings for Q1 2021.