Vanguard Total World Bond ETF
BNDW
85 hedge funds and large institutions have $157M invested in Vanguard Total World Bond ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
46% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 26
8% more capital invested
Capital invested by funds: $145M → $157M (+$11.4M)
1.32% more ownership
Funds ownership: 22.11% → 23.43% (+1.3%)
7% less funds holding
Funds holding: 91 → 85 (-6)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.95M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$4.71M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.73M |
| 4 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$2.36M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.11M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$3.66M |
| 3 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$1.68M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.22M |
| 5 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
-$966K |
BNDW Hedge Fund Activity: Q3 2023 in Review
85 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q3 2023, worth a combined $157M — up 7.8% from $145M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of BNDW and 9 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 38 added.
The largest buyer was Envestnet Asset Management, adding an estimated $7.95M. The largest seller was Jane Street, cutting an estimated $4.11M.
- 85 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q3 2023, down from 91 in Q2 2023.
- Funds reported $157M of Vanguard Total World Bond ETF stock for Q3 2023, up 7.8% quarter-over-quarter.
- 9 funds opened new Vanguard Total World Bond ETF positions in Q3 2023 and 15 closed out, a net change of -6 holders.
- The largest Vanguard Total World Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $7.95M added.
- The largest Vanguard Total World Bond ETF seller in Q3 2023 was Jane Street, an estimated $4.11M sold.
Based on aggregated 13F filings for Q3 2023.