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Vanguard Total World Bond ETF

78 hedge funds and large institutions have $117M invested in Vanguard Total World Bond ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $96.8M → $117M (+$20M)

16% more funds holding

Funds holding: 6778 (+11)

2.55% more ownership

Funds ownership: 17.17%19.72% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
30
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$986K -$34.3K -425 -3%
Jane Street
27
Jane Street
New York
$985K -$270K -3,346 -21%
AFP
28
Ausdal Financial Partners
Iowa
$880K -$47.4K -587 -5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$757K +$204K +2,532 +36%
SAM
30
Secure Asset Management
Michigan
$699K +$88.9K +1,101 +14%
CPIG
31
Chicago Partners Investment Group
Illinois
$670K +$51.4K +637 +8%
SMC
32
Smith, Moore & Co
Missouri
$627K +$23.5K +291 +4%
MML Investors Services
33
MML Investors Services
Massachusetts
$615K -$103K -1,279 -14%
LFA
34
Legacy Financial Advisors
Kentucky
$607K +$146K +1,806 +31%
SI
35
Stephens Inc
Arkansas
$495K
AF
36
Allworth Financial
California
$484K
Creative Planning
37
Creative Planning
Kansas
$482K +$55.5K +688 +13%
LPWM
38
Lake Point Wealth Management
Texas
$463K +$9.93K +123 +2%
SFFS
39
Stonehage Fleming Financial Services
Jersey
$461K
AWA
40
Acorn Wealth Advisors
Michigan
$455K +$6.38K +79 +1%
NG
41
NatWest Group
United Kingdom
$434K
NFG
42
Next Financial Group
Texas
$425K +$83.3K +1,032 +24%
GWM
43
Geneos Wealth Management
Colorado
$366K +$370K +4,585 New
KAS
44
Kestra Advisory Services
Texas
$352K +$356K +4,414 New
Osaic Holdings
45
Osaic Holdings
Arizona
$345K +$189K +2,339 +119%
RJA
46
Raymond James & Associates
Florida
$332K +$39.5K +489 +13%
AIC
47
Ameritas Investment Company
Nebraska
$312K +$279K +3,462 +787%
SWM
48
Soundmark Wealth Management
Washington
$305K +$309K +3,824 New
GA
49
GFS Advisors
Texas
$300K +$303K +3,755 New
APA
50
American Portfolios Advisors
New York
$298K +$301K +3,730 New

BNDW Hedge Fund Activity: Q3 2021 in Review

78 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q3 2021, worth a combined $117M — up 21% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BNDW positions and 4 closed out — a net gain of 12 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.7M. The largest seller was Moseley Investment Management, cutting an estimated $822K.

  • 78 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q3 2021, up from 67 in Q2 2021.
  • Funds reported $117M of Vanguard Total World Bond ETF stock for Q3 2021, up 21% quarter-over-quarter.
  • 16 funds opened new Vanguard Total World Bond ETF positions in Q3 2021 and 4 closed out, a net change of +12 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $7.7M added.
  • The largest Vanguard Total World Bond ETF seller in Q3 2021 was Moseley Investment Management, an estimated $822K sold.

Based on aggregated 13F filings for Q3 2021.