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Vanguard Total World Bond ETF
BNDW

93 hedge funds and large institutions have $161M invested in Vanguard Total World Bond ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

9% more funds holding

Funds holding: 85 → 93 (+8)

3% more capital invested

Capital invested by funds: $157M → $161M (+$4.26M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.3% less ownership

Funds ownership: 23.43% → 22.13% (-1.3%)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
30
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGPCS
Capital Group Private Client Services
California
+$4.84M
2
Morgan Stanley
Morgan Stanley
New York
+$4.24M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
+$3.02M
4
BFG
Bleakley Financial Group
New Jersey
+$1.84M
5
SS
Simplicity Solutions
Minnesota
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
CFD
Creative Financial Designs
Indiana
-$7.48M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.73M
3
Jane Street
Jane Street
New York
-$2.46M
4
BPA
Beacon Pointe Advisors
California
-$2.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$1.49M -$235K -3,499 -14%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.34M +$1.27M +18,815 +3,848%
AWS
28
Atria Wealth Solutions
New York
$946K +$26K +387 +3%
Wells Fargo
29
Wells Fargo
California
$937K -$105K -1,559 -10%
IC
30
Inscription Capital
Texas
$905K +$5.65K +84 +0.6%
COCM
31
Charter Oak Capital Management
New Hampshire
$838K -$807K -11,987 -50%
BAM
32
Belpointe Asset Management
Nevada
$828K -$615K -9,146 -43%
FCA
33
Fortis Capital Advisors
Kansas
$828K -$615K -9,146 -43%
FWM
34
FFT Wealth Management
Pennsylvania
$813K – – –
Jane Street
35
Jane Street
New York
$738K -$2.46M -36,499 -77%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$734K +$210K +3,114 +42%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$733K +$196K +2,915 +38%
Creative Planning
38
Creative Planning
Kansas
$727K +$23.4K +348 +3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$717K +$96.2K +1,429 +16%
GWM
40
Geneos Wealth Management
Colorado
$704K -$141K -2,095 -17%
AIM
41
Alhambra Investment Management
Florida
$668K +$6.66K +99 +1%
Lido Advisors
42
Lido Advisors
California
$665K -$92K -1,367 -12%
Prudential Financial
43
Prudential Financial
New Jersey
$630K -$266K -3,954 -30%
SAG
44
SageView Advisory Group
California
$620K -$705K -10,475 Closed
RJFSA
45
Raymond James Financial Services Advisors
Florida
$596K -$4.73M -70,324 -89%
JC
46
Jentner Corp
Ohio
$581K +$565K +8,397 New
LPL Financial
47
LPL Financial
California
$562K -$41.7K -620 -7%
AIS
48
American Investment Services
Massachusetts
$521K +$210K +3,117 +71%
FIA
49
Foundations Investment Advisors
Arizona
$515K +$502K +7,463 New
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$505K +$491K +7,290 New
1
2
3 4 5

BNDW Hedge Fund Activity: Q4 2023 in Review

93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2023, worth a combined $161M — up 2.7% from $157M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BNDW positions and 9 closed out — a net gain of 9 holders — while 30 added to existing stakes and 34 trimmed.

The largest buyer was Capital Group Private Client Services, opening a new position worth an estimated $4.84M. The largest seller was Creative Financial Designs, cutting an estimated $7.48M.

  • 93 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $161M of Vanguard Total World Bond ETF stock for Q4 2023, up 2.7% quarter-over-quarter.
  • 18 funds opened new Vanguard Total World Bond ETF positions in Q4 2023 and 9 closed out, a net change of +9 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2023 was Capital Group Private Client Services, an estimated $4.84M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2023 was Creative Financial Designs, an estimated $7.48M sold.

Based on aggregated 13F filings for Q4 2023.