We are live on ! Find out more
BNDW icon

Vanguard Total World Bond ETF
BNDW

93 hedge funds and large institutions have $132M invested in Vanguard Total World Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

21% more funds holding

Funds holding: 77 → 93 (+16)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $125M → $132M (+$7.63M)

0.06% more ownership

Funds ownership: 22.67% → 22.73% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
26
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.46M
2
BWM
Baystate Wealth Management
Massachusetts
+$4.39M
3
Morgan Stanley
Morgan Stanley
New York
+$3.91M
4
BPA
Beacon Pointe Advisors
California
+$3.45M
5
SIC
Sterling Investment Counsel
New York
+$3M

Top Sellers

Rank Fund Capital Flow
1
DWP
Destiny Wealth Partners
Florida
-$6.29M
2
Bank of America
Bank of America
North Carolina
-$4.88M
3
Jane Street
Jane Street
New York
-$3.78M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.61M
5
COCM
Charter Oak Capital Management
New Hampshire
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$1.32M +$18.4K +273 +1%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.14M -$13.2K -196 -1%
SAG
28
SageView Advisory Group
California
$1.08M +$1.09M +16,178 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$964K +$938K +13,905 +16,957%
SFFS
30
Stonehage Fleming Financial Services
Jersey
$957K +$422K +6,251 +108%
IC
31
Inscription Capital
Texas
$868K +$1.21K +18 +0.1%
AWS
32
Atria Wealth Solutions
New York
$726K +$47.1K +698 +7%
LPL Financial
33
LPL Financial
California
$691K -$511K -7,573 -42%
DWP
34
Destiny Wealth Partners
Florida
$684K -$6.29M -93,308 -90%
Creative Planning
35
Creative Planning
Kansas
$664K +$270 +4 +0%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$625K +$629K +9,330 New
AC
37
Apella Capital
Connecticut
$608K +$612K +9,071 New
SJIA
38
St. James Investment Advisors
New York
$586K +$376K +5,577 +176%
DZ Bank
39
DZ Bank
Germany
$546K +$549K +8,144 New
Prudential Financial
40
Prudential Financial
New Jersey
$536K -$14.9K -221 -3%
SI
41
Stephens Inc
Arkansas
$416K -$16.1K -239 -4%
AWA
42
Acorn Wealth Advisors
Michigan
$405K -$1.62K -24 -0.4%
MML Investors Services
43
MML Investors Services
Massachusetts
$375K -$2.63K -39 -0.7%
SMC
44
Smith, Moore & Co
Missouri
$366K – – –
FC
45
Financial Consulate
Maryland
$356K +$358K +5,306 New
DF
46
DecisionPoint Financial
Arizona
$355K +$357K +5,299 New
CAN
47
Cetera Advisor Networks
California
$354K +$356K +5,281 New
CA
48
CoreCap Advisors
Michigan
$330K -$78.8K -1,168 -19%
AFA
49
Alpha Financial Advisors
North Carolina
$328K +$330K +4,892 New
MWA
50
Mills Wealth Advisors
Texas
$307K +$309K +4,583 New
1
2
3 4 5

BNDW Hedge Fund Activity: Q4 2022 in Review

93 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2022, worth a combined $132M — up 6.1% from $125M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BNDW positions and 10 closed out — a net gain of 18 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.46M. The largest seller was Destiny Wealth Partners, cutting an estimated $6.29M.

  • 93 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $132M of Vanguard Total World Bond ETF stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 28 funds opened new Vanguard Total World Bond ETF positions in Q4 2022 and 10 closed out, a net change of +18 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2022 was Wealth Enhancement Advisory Services, an estimated $4.46M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2022 was Destiny Wealth Partners, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2022.