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Vanguard Total World Bond ETF
BNDW

78 hedge funds and large institutions have $117M invested in Vanguard Total World Bond ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $96.8M → $117M (+$20M)

16% more funds holding

Funds holding: 67 → 78 (+11)

2.55% more ownership

Funds ownership: 17.17% → 19.72% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
30
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.7M
2
AWM
AE Wealth Management
Kansas
+$3.83M
3
Mariner
Mariner
Kansas
+$2.15M
4
DWP
Destiny Wealth Partners
Florida
+$1.4M
5
AF
Advisornet Financial
Minnesota
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
MIM
Moseley Investment Management
Florida
-$822K
2
OMC
Old Mission Capital
Illinois
-$645K
3
Citadel Advisors
Citadel Advisors
Florida
-$334K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$321K
5
Jane Street
Jane Street
New York
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Strategic Blueprint
Georgia
$297K – – –
SWP
52
Stratos Wealth Partners
Ohio
$285K -$24.2K -300 -8%
FTUS
53
Flow Traders U.S.
New York
$231K +$233K +2,891 New
IA
54
IFP Advisors
Florida
$229K +$38.7K +479 +21%
Wells Fargo
55
Wells Fargo
California
$215K +$50.7K +628 +30%
SAM
56
S.A. Mason
Michigan
$98K – – –
SBL
57
Sargent Bickham Lagudis
Colorado
$95K – – –
HPC
58
HM Payson & Co
Maine
$76K – – –
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$74K +$75.2K +932 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$44K +$44.6K +552 New
CMBA
61
C.M. Bidwell & Associates
Hawaii
$41K – – –
JP Morgan Chase
62
JP Morgan Chase
New York
$21K -$1.86K -23 -8%
AWM
63
Avior Wealth Management
Nebraska
$12K – – –
SWM
64
Sugarloaf Wealth Management
Georgia
$12K +$81 +1 +0.7%
CHA
65
Carmichael Hill & Associates
Maryland
$12K +$12.1K +150 New
Barclays
66
Barclays
United Kingdom
$11K +$11.5K +142 New
CFA
67
Cahill Financial Advisors
Minnesota
$10K +$10.2K +126 New
UBS Group
68
UBS Group
Switzerland
$10K +$10.5K +130 New
AA
69
Addison Advisors
Vermont
$8K +$8.07K +100 New
BAM
70
Baldrige Asset Management
Pennsylvania
$7K +$6.78K +84 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$6K – – –
Morgan Stanley
72
Morgan Stanley
New York
$5K +$5.41K +67 New
FA
73
Faithward Advisors
Pennsylvania
$4K -$1.7K -21 -30%
MA
74
Montag & Associates
Georgia
$3K – – –
GWS
75
Glassman Wealth Services
Virginia
$1K – – –
1 2
3
4

BNDW Hedge Fund Activity: Q3 2021 in Review

78 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q3 2021, worth a combined $117M — up 21% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BNDW positions and 4 closed out — a net gain of 12 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.7M. The largest seller was Moseley Investment Management, cutting an estimated $822K.

  • 78 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q3 2021, up from 67 in Q2 2021.
  • Funds reported $117M of Vanguard Total World Bond ETF stock for Q3 2021, up 21% quarter-over-quarter.
  • 16 funds opened new Vanguard Total World Bond ETF positions in Q3 2021 and 4 closed out, a net change of +12 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $7.7M added.
  • The largest Vanguard Total World Bond ETF seller in Q3 2021 was Moseley Investment Management, an estimated $822K sold.

Based on aggregated 13F filings for Q3 2021.