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Vanguard Total World Bond ETF
BNDW

75 hedge funds and large institutions have $188M invested in Vanguard Total World Bond ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $171M → $188M (+$17.1M)

0.78% more ownership

Funds ownership: 31.11% → 31.89% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

9% less funds holding

Funds holding: 82 → 75 (-7)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
75
Holders Change
-7
Holders Change %
-8.54%
% of All Funds
1.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
31
Reduced
19
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.2M
2
VWA
Visionary Wealth Advisors
Illinois
+$8.18M
3
LW
Libra Wealth
California
+$2.85M
4
MI
Moneywise Inc
Virginia
+$2.04M
5
AI
Atria Investments
North Carolina
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
-$3.5M
2
COCM
Charter Oak Capital Management
New Hampshire
-$2.93M
3
Truist Financial
Truist Financial
North Carolina
-$1.89M
4
RCS
Retirement Capital Strategies
California
-$1.73M
5
CF
Centaurus Financial
California
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Strategic Blueprint
Georgia
$275K – – –
MIM
52
Moseley Investment Management
Florida
$261K -$271K -3,568 -50%
AF
53
Allworth Financial
California
$257K -$54.5K -717 -17%
Wells Fargo
54
Wells Fargo
California
$257K -$8.13K -107 -3%
RJA
55
Raymond James & Associates
Florida
$237K +$532 +7 +0.2%
ESB
56
Essex Savings Bank
Connecticut
$236K +$5.17K +68 +2%
UBS Group
57
UBS Group
Switzerland
$228K +$224K +2,946 +2,266%
IA
58
IFP Advisors
Florida
$216K +$912 +12 +0.4%
AAS
59
Ameritas Advisory Services
Nebraska
$203K +$3.27K +43 +2%
SAM
60
S.A. Mason
Michigan
$91K – – –
HPC
61
HM Payson & Co
Maine
$70K – – –
US Bancorp
62
US Bancorp
Minnesota
$60K – – –
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$59K +$15.2K +200 +33%
AWM
64
Avior Wealth Management
Nebraska
$58K – – –
Morgan Stanley
65
Morgan Stanley
New York
$31K +$26.2K +345 +515%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$22K – – –
RA
67
Rise Advisors
New York
$12K – – –
CHA
68
Carmichael Hill & Associates
Maryland
$11K – – –
BAM
69
Baldrige Asset Management
Pennsylvania
$6K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$5K -$246K -3,239 -98%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$5K -$36.7K -483 -88%
SWM
72
Sugarloaf Wealth Management
Georgia
$4K -$1.52K -20 -29%
GWS
73
Glassman Wealth Services
Virginia
$1K +$532 +7 New
Truist Financial
74
Truist Financial
North Carolina
– -$1.89M -24,072 Closed
RCS
75
Retirement Capital Strategies
California
– -$1.73M -22,077 Closed
1 2
3
4

BNDW Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q1 2022, worth a combined $188M — up 10% from $171M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BNDW and 13 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 31 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $16.2M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $3.5M.

  • 75 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q1 2022, down from 82 in Q4 2021.
  • Funds reported $188M of Vanguard Total World Bond ETF stock for Q1 2022, up 10% quarter-over-quarter.
  • 13 funds opened new Vanguard Total World Bond ETF positions in Q1 2022 and 19 closed out, a net change of -6 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q1 2022 was Wealth Enhancement Advisory Services, an estimated $16.2M added.
  • The largest Vanguard Total World Bond ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $3.5M sold.

Based on aggregated 13F filings for Q1 2022.