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Vanguard Total World Bond ETF

91 hedge funds and large institutions have $145M invested in Vanguard Total World Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

20% more capital invested

Capital invested by funds: $121M → $145M (+$24.1M)

6% more funds holding

Funds holding: 8691 (+5)

1.73% more ownership

Funds ownership: 20.38%22.11% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
33
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.02M -$40.4K -589 -4%
SAG
27
SageView Advisory Group
California
$969K -$93.9K -1,368 -9%
Lido Advisors
28
Lido Advisors
California
$965K -$176K -2,572 -15%
IC
29
Inscription Capital
Texas
$888K +$1.1K +16 +0.1%
AWS
30
Atria Wealth Solutions
New York
$873K +$88.9K +1,295 +11%
Prudential Financial
31
Prudential Financial
New Jersey
$860K +$53.6K +781 +7%
FWM
32
FFT Wealth Management
Pennsylvania
$804K +$806K +11,753 New
Creative Planning
33
Creative Planning
Kansas
$678K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$671K -$6.45K -94 -0.9%
AC
35
Apella Capital
Connecticut
$629K +$631K +9,198 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$597K +$515K +7,511 +18,320%
LPL Financial
37
LPL Financial
California
$585K -$132K -1,919 -18%
SM
38
Sweeney & Michel
California
$577K +$85.7K +1,249 +17%
DZ Bank
39
DZ Bank
Germany
$491K -$38.7K -564 -7%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$456K -$318K -4,638 -41%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$454K +$14.1K +205 +3%
CAN
42
Cetera Advisor Networks
California
$441K +$17.9K +261 +4%
SI
43
Stephens Inc
Arkansas
$424K
SFFS
44
Stonehage Fleming Financial Services
Jersey
$386K
AFA
45
Alpha Financial Advisors
North Carolina
$384K +$11K +161 +3%
MML Investors Services
46
MML Investors Services
Massachusetts
$383K +$15.3K +223 +4%
AWA
47
Acorn Wealth Advisors
Michigan
$354K -$60.2K -877 -15%
AIM
48
Alhambra Investment Management
Florida
$351K -$24.5K -357 -7%
Citadel Advisors
49
Citadel Advisors
Florida
$329K -$694K -10,120 -68%
GWM
50
Geneos Wealth Management
Colorado
$312K -$4.8K -70 -2%

BNDW Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q2 2023, worth a combined $145M — up 20% from $121M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BNDW positions and 11 closed out — a net gain of 6 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Creative Financial Designs, opening a new position worth an estimated $7.6M. The largest seller was Amundi, exiting entirely with an estimated $4.24M sold.

  • 91 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $145M of Vanguard Total World Bond ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 17 funds opened new Vanguard Total World Bond ETF positions in Q2 2023 and 11 closed out, a net change of +6 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q2 2023 was Creative Financial Designs, an estimated $7.6M added.
  • The largest Vanguard Total World Bond ETF seller in Q2 2023 was Amundi, an estimated $4.24M sold.

Based on aggregated 13F filings for Q2 2023.