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Vanguard Total World Bond ETF

107 hedge funds and large institutions have $428M invested in Vanguard Total World Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
38
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$489K +$273 +4 +0.1%
SFFS
52
Stonehage Fleming Financial Services
Jersey
$480K +$138K +2,024 +40%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$462K +$462K +6,780 New
SFG
54
Sage Financial Group
Pennsylvania
$457K +$56.6K +830 +14%
OWM
55
Opes Wealth Management
California
$442K +$24.5K +360 +6%
PWM
56
Perigon Wealth Management
California
$425K +$8.03K +118 +2%
Raymond James Financial
57
Raymond James Financial
Florida
$423K +$423K +6,199 New
VA
58
Valmark Advisers
Ohio
$420K
COCM
59
Charter Oak Capital Management
New Hampshire
$407K -$32.5K -476 -7%
Lido Advisors
60
Lido Advisors
California
$383K
AFA
61
Alpha Financial Advisors
North Carolina
$353K +$28.4K +416 +9%
WANY
62
Wealthspire Advisors (New York)
New York
$351K +$351K +5,144 New
BAM
63
Belpointe Asset Management
Nevada
$343K
FCA
64
Fortis Capital Advisors
Kansas
$343K
KAS
65
Kestra Advisory Services
Texas
$302K +$302K +4,432 New
MML Investors Services
66
MML Investors Services
Massachusetts
$301K -$155K -2,276 -34%
AWA
67
Acorn Wealth Advisors
Michigan
$294K -$11.9K -175 -4%
PCS
68
Private Client Services
Kentucky
$274K -$32.8K -481 -11%
VP
69
Verisail Partners
Georgia
$254K +$254K +3,718 New
CFA
70
Capstone Financial Advisors
Illinois
$234K +$4.43K +65 +2%
MWM
71
Maridea Wealth Management
New York
$228K +$228K +3,339 New
KFP
72
Keener Financial Planning
Texas
$203K +$23.5K +346 +13%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$200K +$200K +2,933 New
US Bancorp
74
US Bancorp
Minnesota
$191K
AWM
75
Avior Wealth Management
Nebraska
$132K +$5.66K +83 +4%