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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

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

20% more capital invested

Capital invested by funds: $121M → $145M (+$24.1M)

6% more funds holding

Funds holding: 8691 (+5)

1.73% more ownership

Funds ownership: 20.38%22.11% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.43%
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
Change in
Stake
MWA
51
Mills Wealth Advisors
Texas
$306K -$7.89K -115 -3%
AIS
52
American Investment Services
Massachusetts
$302K -$2.33K -34 -0.8%
OWM
53
Opes Wealth Management
California
$294K +$18.5K +269 +7%
SFG
54
Sage Financial Group
Pennsylvania
$293K +$294K +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 +$247K +3,595 New
DADC
60
D.A. Davidson & Co
Montana
$231K -$34.8K -507 -13%
EFG
61
Ethos Financial Group
Pennsylvania
$216K
Cerity Partners
62
Cerity Partners
New York
$213K +$214K +3,115 New
AF
63
Allworth Financial
California
$137K
DF
64
DecisionPoint Financial
Arizona
$129K -$341K -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 +$37.2K +542 +121%
AWM
70
Avior Wealth Management
Nebraska
$55.1K
JP Morgan Chase
71
JP Morgan Chase
New York
$44.1K +$10.6K +155 +32%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$43.1K -$11.7K -170 -21%
EA
73
Evolution Advisers
Virginia
$30K +$24.6K +358 +389%
US Bancorp
74
US Bancorp
Minnesota
$27.8K
RA
75
Rise Advisors
New York
$11.7K +$69 +1 +0.6%

BNDW Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q2 2023, worth a combined $145M — up 20% from $121M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BNDW positions and 11 closed out — a net gain of 6 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Creative Financial Designs, opening a new position worth an estimated $7.6M. The largest seller was Amundi, exiting entirely with an estimated $4.24M sold.

  • 91 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $145M of Vanguard Total World Bond ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 17 funds opened new Vanguard Total World Bond ETF positions in Q2 2023 and 11 closed out, a net change of +6 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q2 2023 was Creative Financial Designs, an estimated $7.6M added.
  • The largest Vanguard Total World Bond ETF seller in Q2 2023 was Amundi, an estimated $4.24M sold.

Based on aggregated 13F filings for Q2 2023.