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Vanguard Total World Bond ETF
BNDW

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

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

2.35% less ownership

Funds ownership: 22.73% → 20.38% (-2.4%)

8% less funds holding

Funds holding: 93 → 86 (-7)

8% less capital invested

Capital invested by funds: $132M → $121M (-$11.1M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.37%
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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.52M
2
BPA
Beacon Pointe Advisors
California
+$3.63M
3
OWA
Octavia Wealth Advisors
Ohio
+$2.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.36M
5
Lido Advisors
Lido Advisors
California
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11.3M
2
SIC
Sterling Investment Counsel
New York
-$3.46M
3
Morgan Stanley
Morgan Stanley
New York
-$2.49M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.93M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$267K +$147K +2,144 +124%
SB
52
Strategic Blueprint
Georgia
$256K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$255K +$14.2K +208 +6%
JWCA
54
J.W. Cole Advisors
Florida
$239K +$68 +1 +0%
EFG
55
Ethos Financial Group
Pennsylvania
$216K +$820 +12 +0.4%
VA
56
Valmark Advisers
Ohio
$200K -$7.86K -115 -4%
AWM
57
Aspire Wealth Management
Massachusetts
$143K +$125K +1,825 +742%
AF
58
Allworth Financial
California
$139K -$11.8K -173 -8%
Citigroup
59
Citigroup
New York
$121K – – –
IA
60
IFP Advisors
Florida
$113K -$39.7K -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 +$69K +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 +$39.4K +577 New
CHA
67
Carmichael Hill & Associates
Maryland
$37.9K +$27.3K +400 +267%
JP Morgan Chase
68
JP Morgan Chase
New York
$34K -$1.93M -28,267 -98%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$31K +$14.6K +214 +92%
US Bancorp
70
US Bancorp
Minnesota
$28K – – –
RA
71
Rise Advisors
New York
$11.7K +$68 +1 +0.6%
PIP
72
Peachtree Investment Partners
Florida
$6.69K +$205 +3 +3%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$6.42K +$6.29K +92 +9,200%
BAM
74
Baldrige Asset Management
Pennsylvania
$6K – – –
EA
75
Evolution Advisers
Virginia
$6K +$6.29K +92 New
1 2
3
4

BNDW Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q1 2023, worth a combined $121M — down 8.4% from $132M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BNDW and 7 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $5.52M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.3M.

  • 86 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q1 2023, down from 93 in Q4 2022.
  • Funds reported $121M of Vanguard Total World Bond ETF stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 7 funds opened new Vanguard Total World Bond ETF positions in Q1 2023 and 9 closed out, a net change of -2 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q1 2023 was Bank of America, an estimated $5.52M added.
  • The largest Vanguard Total World Bond ETF seller in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.