We are live on ! Find out more
BNDW icon

Vanguard Total World Bond ETF

67 hedge funds and large institutions have $111M invested in Vanguard Total World Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

26% more funds holding

Funds holding: 5367 (+14)

10% more capital invested

Capital invested by funds: $101M → $111M (+$9.72M)

1.02% more ownership

Funds ownership: 20.16%21.18% (+1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
67
Holders Change
+14
Holders Change %
+26.42%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
24
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
51
Sargent Bickham Lagudis
Colorado
$104K
EVM
52
Eaton Vance Management
Massachusetts
$99K +$99.8K +1,237 New
SAM
53
S.A. Mason
Michigan
$97K
HPC
54
HM Payson & Co
Maine
$76K
FA
55
Fortis Advisors
Pennsylvania
$76K +$2.49M +30,909 +1,575%
Citigroup
56
Citigroup
New York
$43K
CMBA
57
C.M. Bidwell & Associates
Hawaii
$40K +$40.4K +500 New
FA
58
Faithward Advisors
Pennsylvania
$34K -$48K -595 -58%
JP Morgan Chase
59
JP Morgan Chase
New York
$23K +$23.5K +291 New
HI
60
Harbour Investments
Wisconsin
$16K +$16.3K +202 New
FI
61
FormulaFolio Investments
Michigan
$14K +$13.8K +171 New
AWM
62
Avior Wealth Management
Nebraska
$12K +$1.61K +20 +15%
WWMSC
63
Wagner Wealth Management (South Carolina)
South Carolina
$6K +$6.13K +76 New
MA
64
Montag & Associates
Georgia
$3K +$3.23K +40 New
WAS
65
Wealth Advisory Solutions
Indiana
$2K +$364K +4,511 +22%
GWS
66
Glassman Wealth Services
Virginia
$1K
SWM
67
Sugarloaf Wealth Management
Georgia
$44 -$32.7K -405 -42%
RA
68
RiverTree Advisors
Florida
-$7.83M -95,202 Closed
ACM
69
Ashford Capital Management
Delaware
-$7.2M -87,588 Closed
Truist Financial
70
Truist Financial
North Carolina
-$1.59M -19,310 Closed
CFA
71
Carroll Financial Associates
North Carolina
-$139K -1,694 Closed

BNDW Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q1 2021, worth a combined $111M — up 9.6% from $101M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BNDW positions and 6 closed out — a net gain of 14 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $8.3M. The largest seller was RiverTree Advisors, exiting entirely with an estimated $7.83M sold.

  • 67 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q1 2021, up from 53 in Q4 2020.
  • Funds reported $111M of Vanguard Total World Bond ETF stock for Q1 2021, up 9.6% quarter-over-quarter.
  • 20 funds opened new Vanguard Total World Bond ETF positions in Q1 2021 and 6 closed out, a net change of +14 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q1 2021 was Citadel Advisors, an estimated $8.3M added.
  • The largest Vanguard Total World Bond ETF seller in Q1 2021 was RiverTree Advisors, an estimated $7.83M sold.

Based on aggregated 13F filings for Q1 2021.