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Vanguard Total World Bond ETF
BNDW

93 hedge funds and large institutions have $132M invested in Vanguard Total World Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

21% more funds holding

Funds holding: 77 → 93 (+16)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $125M → $132M (+$7.63M)

0.06% more ownership

Funds ownership: 22.67% → 22.73% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
26
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.46M
2
BWM
Baystate Wealth Management
Massachusetts
+$4.39M
3
Morgan Stanley
Morgan Stanley
New York
+$3.91M
4
BPA
Beacon Pointe Advisors
California
+$3.45M
5
SIC
Sterling Investment Counsel
New York
+$3M

Top Sellers

Rank Fund Capital Flow
1
DWP
Destiny Wealth Partners
Florida
-$6.29M
2
Bank of America
Bank of America
North Carolina
-$4.88M
3
Jane Street
Jane Street
New York
-$3.78M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.61M
5
COCM
Charter Oak Capital Management
New Hampshire
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
51
American Investment Services
Massachusetts
$298K +$300K +4,446 New
MWM
52
Modera Wealth Management
New Jersey
$280K +$282K +4,180 New
KAS
53
Kestra Advisory Services
Texas
$266K -$21.2K -315 -7%
DADC
54
D.A. Davidson & Co
Montana
$261K -$5.73K -85 -2%
GA
55
GFS Advisors
Texas
$252K – – –
RJFSA
56
Raymond James Financial Services Advisors
Florida
$252K +$253K +3,751 New
SB
57
Strategic Blueprint
Georgia
$249K – – –
Wells Fargo
58
Wells Fargo
California
$247K -$267K -3,960 -52%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$234K +$235K +3,489 New
JWCA
60
J.W. Cole Advisors
Florida
$232K +$234K +3,464 New
EFG
61
Ethos Financial Group
Pennsylvania
$209K +$210K +3,117 New
AIM
62
Alhambra Investment Management
Florida
$208K +$209K +3,106 New
OWM
63
Opes Wealth Management
California
$204K +$205K +3,041 New
VA
64
Valmark Advisers
Ohio
$202K +$204K +3,019 New
IA
65
IFP Advisors
Florida
$172K -$17.7K -262 -11%
AF
66
Allworth Financial
California
$146K -$65K -964 -31%
Citigroup
67
Citigroup
New York
$117K – – –
UBS Group
68
UBS Group
Switzerland
$116K +$49.1K +728 +73%
HPC
69
HM Payson & Co
Maine
$92.5K – – –
SAM
70
S.A. Mason
Michigan
$82K – – –
FWA
71
FSC Wealth Advisors
New York
$78.3K +$78.8K +1,168 New
AWM
72
Avior Wealth Management
Nebraska
$54K +$67 +1 +0.1%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$53.6K – – –
US Bancorp
74
US Bancorp
Minnesota
$27.2K – – –
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$19.8K – – –
1 2
3
4 5

BNDW Hedge Fund Activity: Q4 2022 in Review

93 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2022, worth a combined $132M — up 6.1% from $125M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BNDW positions and 10 closed out — a net gain of 18 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.46M. The largest seller was Destiny Wealth Partners, cutting an estimated $6.29M.

  • 93 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $132M of Vanguard Total World Bond ETF stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 28 funds opened new Vanguard Total World Bond ETF positions in Q4 2022 and 10 closed out, a net change of +18 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2022 was Wealth Enhancement Advisory Services, an estimated $4.46M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2022 was Destiny Wealth Partners, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2022.