BNDW icon

Vanguard Total World Bond ETF
BNDW

Overview Fund Activity

86 hedge funds and large institutions have $121M invested in Vanguard Total World Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
33
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.57M
2
BPA
Beacon Pointe Advisors
California
+$3.66M
3
OWA
Octavia Wealth Advisors
Ohio
+$2.63M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.37M
5
Lido Advisors
Lido Advisors
California
+$1.15M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11.4M
2
SIC
Sterling Investment Counsel
New York
-$3.46M
3
Morgan Stanley
Morgan Stanley
New York
-$2.51M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.97M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$267K +$148K +2,144 +124%
SB
52
Strategic Blueprint
Georgia
$256K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$255K +$14.3K +208 +6%
JWCA
54
J.W. Cole Advisors
Florida
$239K +$69 +1 +0%
EFG
55
Ethos Financial Group
Pennsylvania
$216K +$828 +12 +0.4%
VA
56
Valmark Advisers
Ohio
$200K -$7.93K -115 -4%
AWM
57
Aspire Wealth Management
Massachusetts
$143K +$126K +1,825 +742%
AF
58
Allworth Financial
California
$139K -$11.9K -173 -8%
Citigroup
59
Citigroup
New York
$121K – – –
IA
60
IFP Advisors
Florida
$113K -$43.6K -580 -28%
HPC
61
HM Payson & Co
Maine
$95.2K – – –
SAM
62
S.A. Mason
Michigan
$84.4K – – –
IAIM
63
International Assets Investment Management
Florida
$72.8K +$72.8K +1,010 New
AWM
64
Avior Wealth Management
Nebraska
$55.5K – – –
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$55.2K – – –
AAS
66
Ameritas Advisory Services
Nebraska
$39.6K +$39.6K +577 New
CHA
67
Carmichael Hill & Associates
Maryland
$37.9K +$27.6K +400 +267%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$34K -$1.97M -28,267 -98%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$31K +$14.8K +214 +92%
US Bancorp
70
US Bancorp
Minnesota
$28K – – –
RA
71
Rise Advisors
New York
$11.7K +$69 +1 +0.6%
PIP
72
Peachtree Investment Partners
Florida
$6.69K +$207 +3 +3%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$6.42K +$6.35K +92 +9,200%
BAM
74
Baldrige Asset Management
Pennsylvania
$6K – – –
EA
75
Evolution Advisers
Virginia
$6K +$6K +92 New
1 2
3
4