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Vanguard Total World Bond ETF
BNDW

107 hedge funds and large institutions have $428M invested in Vanguard Total World Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

167% more capital invested

Capital invested by funds: $160M → $428M (+$268M)

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

19.32% more ownership

Funds ownership: 19.51% → 38.82% (+19%)

14% more funds holding

Funds holding: 94 → 107 (+13)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
38
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$87M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.49M
4
CGPCS
Capital Group Private Client Services
California
+$2.83M
5
OMC
Old Mission Capital
Illinois
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
TWCA
Two West Capital Advisors
Kansas
-$3.89M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.53M
3
Bank of America
Bank of America
North Carolina
-$2.14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.94M
5
Betterment LLC
Betterment LLC
New York
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Apella Capital
Connecticut
$1.34M +$2.5K +36 +0.2%
VI
27
VanderPol Investments
Michigan
$1.28M +$79.1K +1,139 +6%
SP
28
Symmetry Partners
Connecticut
$1.21M +$1.23M +17,738 New
AI
29
Atria Investments
North Carolina
$1.21M +$1.23M +17,699 New
EBA
30
Eagle Bay Advisors
New York
$1.2M +$1.22M +17,624 New
MI
31
Moneywise Inc
Virginia
$1.2M -$578K -8,325 -32%
FIA
32
Foundations Investment Advisors
Arizona
$1.19M +$274K +3,946 +29%
KPP
33
Kings Path Partners
Texas
$1.03M +$228K +3,280 +28%
RSF
34
Rik Saylor Financial
Ohio
$1.02M +$1.04M +15,020 New
LWM
35
Luminvest Wealth Management
Arizona
$947K -$69 -1 -0%
NC
36
Napatree Capital
Rhode Island
$933K +$24.7K +356 +3%
JC
37
Jentner Corp
Ohio
$913K +$522K +7,525 +128%
DWP
38
Destiny Wealth Partners
Florida
$900K +$47.4K +682 +5%
Creative Planning
39
Creative Planning
Kansas
$899K +$8.19K +118 +0.9%
FFP
40
Freedom Financial Partners
Minnesota
$831K +$846K +12,182 New
FFA
41
Farther Finance Advisors
California
$818K +$744K +10,715 +838%
FWM
42
FFT Wealth Management
Pennsylvania
$801K – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$744K -$2.98K -43 -0.4%
NA
44
NewEdge Advisors
Louisiana
$716K – – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$696K +$764 +11 +0.1%
1CP
46
17 Capital Partners
Arizona
$652K +$106K +1,532 +19%
SI
47
Seeds Investor
New York
$586K -$22.2K -320 -4%
AIS
48
American Investment Services
Massachusetts
$568K – – –
AWMNY
49
Arcadia Wealth Management (New York)
New York
$532K +$541K +7,797 New
GWM
50
Geneos Wealth Management
Colorado
$507K -$226K -3,250 -30%
1
2
3 4 5

BNDW Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2024, worth a combined $428M — up 167% from $160M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BNDW positions and 8 closed out — a net gain of 16 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $162M. The largest seller was Two West Capital Advisors, cutting an estimated $3.89M.

  • 107 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $428M of Vanguard Total World Bond ETF stock for Q4 2024, up 167% quarter-over-quarter.
  • 24 funds opened new Vanguard Total World Bond ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2024 was Morgan Stanley, an estimated $162M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2024 was Two West Capital Advisors, an estimated $3.89M sold.

Based on aggregated 13F filings for Q4 2024.