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Vanguard Total World Bond ETF

86 hedge funds and large institutions have $147M invested in Vanguard Total World Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

15% more funds holding

Funds holding: 7586 (+11)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

7.91% less ownership

Funds ownership: 31.89%23.99% (-7.9%)

22% less capital invested

Capital invested by funds: $188M → $147M (-$40.9M)

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
22
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.07M +$653K +9,183 +150%
SBL
27
Sargent Bickham Lagudis
Colorado
$987K +$1M +14,062 New
Osaic Holdings
28
Osaic Holdings
Arizona
$962K +$356K +5,001 +57%
IC
29
Inscription Capital
Texas
$906K -$2.63K -37 -0.3%
CF
30
Centaurus Financial
California
$869K -$406K -5,705 -32%
CFA
31
Capstone Financial Advisors
Illinois
$852K -$20.1K -282 -2%
OFS
32
OneAscent Financial Services
Alabama
$822K +$833K +11,710 New
AC
33
Applied Capital
Arkansas
$801K +$812K +11,417 New
Creative Planning
34
Creative Planning
Kansas
$753K +$764K +10,738 New
PAG
35
Private Advisor Group
New Jersey
$738K -$4.03M -56,598 -84%
LPWM
36
Lake Point Wealth Management
Texas
$688K +$29K +408 +4%
WA
37
Wealthstream Advisors
New York
$685K +$2.7K +38 +0.4%
Prudential Financial
38
Prudential Financial
New Jersey
$578K +$28.7K +403 +5%
BWM
39
Baystate Wealth Management
Massachusetts
$576K +$584K +8,205 New
Wells Fargo
40
Wells Fargo
California
$531K +$291K +4,096 +118%
FCT
41
Family Capital Trust
Massachusetts
$478K +$484K +6,808 New
SI
42
Stephens Inc
Arkansas
$435K
AWA
43
Acorn Wealth Advisors
Michigan
$427K
CA
44
CoreCap Advisors
Michigan
$415K -$23.4K -329 -5%
SMC
45
Smith, Moore & Co
Missouri
$411K -$68.6K -964 -14%
SFFS
46
Stonehage Fleming Financial Services
Jersey
$405K
CPIG
47
Chicago Partners Investment Group
Illinois
$382K +$1.07K +15 +0.3%
MML Investors Services
48
MML Investors Services
Massachusetts
$355K -$1.28K -18 -0.4%
WA
49
Wealth Alliance
New York
$328K +$333K +4,678 New
KAS
50
Kestra Advisory Services
Texas
$297K -$6.62K -93 -2%

BNDW Hedge Fund Activity: Q2 2022 in Review

86 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q2 2022, worth a combined $147M — down 22% from $188M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BNDW positions and 12 closed out — a net gain of 11 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Libra Wealth, exiting entirely with an estimated $45.5M sold.

  • 86 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $147M of Vanguard Total World Bond ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 23 funds opened new Vanguard Total World Bond ETF positions in Q2 2022 and 12 closed out, a net change of +11 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q2 2022 was Bank of America, an estimated $16.7M added.
  • The largest Vanguard Total World Bond ETF seller in Q2 2022 was Libra Wealth, an estimated $45.5M sold.

Based on aggregated 13F filings for Q2 2022.