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Vanguard Total World Bond ETF
BNDW

82 hedge funds and large institutions have $171M invested in Vanguard Total World Bond ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

46% more capital invested

Capital invested by funds: $117M → $171M (+$54.1M)

11.39% more ownership

Funds ownership: 19.72% → 31.11% (+11%)

5% more funds holding

Funds holding: 78 → 82 (+4)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
25
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFA
Professional Financial Advisors
Nebraska
+$8.07M
2
PAG
Private Advisor Group
New Jersey
+$6.79M
3
MI
Moneywise Inc
Virginia
+$2M
4
Truist Financial
Truist Financial
North Carolina
+$1.92M
5
Amundi
Amundi
France
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
UWM
USAdvisors Wealth Management
Minnesota
-$4.96M
2
MIM
Moseley Investment Management
Florida
-$3.35M
3
COCM
Charter Oak Capital Management
New Hampshire
-$1.38M
4
BFG
Barber Financial Group
Kansas
-$1.24M
5
AI
Atria Investments
North Carolina
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
51
GFS Advisors
Texas
$295K – – –
SB
52
Strategic Blueprint
Georgia
$292K – – –
Wells Fargo
53
Wells Fargo
California
$281K +$70.3K +883 +33%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$260K +$258K +3,239 +4,627%
RJA
55
Raymond James & Associates
Florida
$251K -$77K -967 -23%
ESB
56
Essex Savings Bank
Connecticut
$244K +$248K +3,109 New
FTUS
57
Flow Traders U.S.
New York
$234K +$7.56K +95 +3%
IA
58
IFP Advisors
Florida
$223K -$2.39K -30 -1%
AAS
59
Ameritas Advisory Services
Nebraska
$211K +$214K +2,689 New
SWP
60
Stratos Wealth Partners
Ohio
$208K -$72.9K -915 -26%
SAM
61
S.A. Mason
Michigan
$96K – – –
SBL
62
Sargent Bickham Lagudis
Colorado
$93K – – –
HPC
63
HM Payson & Co
Maine
$75K – – –
EVM
64
Eaton Vance Management
Massachusetts
$69K -$3.19K -40 -4%
US Bancorp
65
US Bancorp
Minnesota
$64K +$64.6K +811 New
AWM
66
Avior Wealth Management
Nebraska
$61K +$50K +628 +405%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$47K +$47.8K +600 New
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$43K – – –
CMBA
69
C.M. Bidwell & Associates
Hawaii
$40K – – –
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$23K -$50.6K -636 -68%
JP Morgan Chase
71
JP Morgan Chase
New York
$21K -$239 -3 -1%
CA
72
CoreCap Advisors
Michigan
$18K +$18.3K +230 New
RA
73
Rise Advisors
New York
$13K +$13.2K +166 New
CHA
74
Carmichael Hill & Associates
Maryland
$12K – – –
UBS Group
75
UBS Group
Switzerland
$10K – – –
1 2
3
4

BNDW Hedge Fund Activity: Q4 2021 in Review

82 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2021, worth a combined $171M — up 46% from $117M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BNDW positions and 12 closed out — a net gain of 6 holders — while 25 added to existing stakes and 25 trimmed.

The largest buyer was Professional Financial Advisors, opening a new position worth an estimated $8.07M. The largest seller was USAdvisors Wealth Management, cutting an estimated $4.96M.

  • 82 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $171M of Vanguard Total World Bond ETF stock for Q4 2021, up 46% quarter-over-quarter.
  • 18 funds opened new Vanguard Total World Bond ETF positions in Q4 2021 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2021 was Professional Financial Advisors, an estimated $8.07M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2021 was USAdvisors Wealth Management, an estimated $4.96M sold.

Based on aggregated 13F filings for Q4 2021.