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Vanguard Total World Bond ETF

91 hedge funds and large institutions have $145M invested in Vanguard Total World Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
33
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
51
Mills Wealth Advisors
Texas
$306K -$7.87K -115 -3%
AIS
52
American Investment Services
Massachusetts
$302K -$2.33K -34 -0.8%
OWM
53
Opes Wealth Management
California
$294K +$18.4K +269 +7%
SFG
54
Sage Financial Group
Pennsylvania
$293K +$293K +4,289 New
MWM
55
Modera Wealth Management
New Jersey
$286K
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$266K +$12.9K +188 +5%
SB
57
Strategic Blueprint
Georgia
$254K
AWM
58
Aspire Wealth Management
Massachusetts
$251K +$110K +1,603 +77%
CA
59
Cetera Advisors
Colorado
$246K +$246K +3,595 New
DADC
60
D.A. Davidson & Co
Montana
$231K -$34.7K -507 -13%
EFG
61
Ethos Financial Group
Pennsylvania
$216K
Cerity Partners
62
Cerity Partners
New York
$213K +$213K +3,115 New
AF
63
Allworth Financial
California
$137K
DF
64
DecisionPoint Financial
Arizona
$129K -$340K -4,966 -72%
Citigroup
65
Citigroup
New York
$120K
IA
66
IFP Advisors
Florida
$101K -$1.51K -22 -1%
HPC
67
HM Payson & Co
Maine
$94.4K
SAM
68
S.A. Mason
Michigan
$84.4K
BFEC
69
Benjamin F. Edwards & Company
Missouri
$68K +$37.3K +542 +121%
AWM
70
Avior Wealth Management
Nebraska
$55.1K
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$44.1K +$10.6K +155 +32%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$43.1K -$11.6K -170 -21%
EA
73
Evolution Advisers
Virginia
$30K +$23.9K +358 +389%
US Bancorp
74
US Bancorp
Minnesota
$27.8K
RA
75
Rise Advisors
New York
$11.7K +$68 +1 +0.6%