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Vanguard Total World Bond ETF
BNDW

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

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

167% more capital invested

Capital invested by funds: $160M → $428M (+$268M)

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

19.32% more ownership

Funds ownership: 19.51% → 38.82% (+19%)

14% more funds holding

Funds holding: 94 → 107 (+13)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.41%
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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$162M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$87M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.49M
4
CGPCS
Capital Group Private Client Services
California
+$2.83M
5
OMC
Old Mission Capital
Illinois
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
TWCA
Two West Capital Advisors
Kansas
-$3.89M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.53M
3
Bank of America
Bank of America
North Carolina
-$2.14M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.94M
5
Betterment LLC
Betterment LLC
New York
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$489K +$278 +4 +0.1%
SFFS
52
Stonehage Fleming Financial Services
Jersey
$480K +$141K +2,024 +40%
JP Morgan Chase
53
JP Morgan Chase
New York
$462K +$471K +6,780 New
SFG
54
Sage Financial Group
Pennsylvania
$457K +$57.6K +830 +14%
OWM
55
Opes Wealth Management
California
$442K +$25K +360 +6%
PWM
56
Perigon Wealth Management
California
$425K +$8.19K +118 +2%
Raymond James Financial
57
Raymond James Financial
Florida
$423K +$430K +6,199 New
VA
58
Valmark Advisers
Ohio
$420K – – –
COCM
59
Charter Oak Capital Management
New Hampshire
$407K -$33K -476 -7%
Lido Advisors
60
Lido Advisors
California
$383K – – –
AFA
61
Alpha Financial Advisors
North Carolina
$353K +$28.9K +416 +9%
WANY
62
Wealthspire Advisors (New York)
New York
$351K +$357K +5,144 New
BAM
63
Belpointe Asset Management
Nevada
$343K – – –
FCA
64
Fortis Capital Advisors
Kansas
$343K – – –
KAS
65
Kestra Advisory Services
Texas
$302K +$308K +4,432 New
MML Investors Services
66
MML Investors Services
Massachusetts
$301K -$158K -2,276 -34%
AWA
67
Acorn Wealth Advisors
Michigan
$294K -$12.2K -175 -4%
PCS
68
Private Client Services
Kentucky
$274K -$33.4K -481 -11%
VP
69
Verisail Partners
Georgia
$254K +$258K +3,718 New
CFA
70
Capstone Financial Advisors
Illinois
$234K +$4.51K +65 +2%
MWM
71
Maridea Wealth Management
New York
$228K +$232K +3,339 New
KFP
72
Keener Financial Planning
Texas
$203K +$24K +346 +13%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$200K +$204K +2,933 New
US Bancorp
74
US Bancorp
Minnesota
$191K – – –
AWM
75
Avior Wealth Management
Nebraska
$132K +$5.76K +83 +4%
1 2
3
4 5

BNDW Hedge Fund Activity: Q4 2024 in Review

107 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2024, worth a combined $428M — up 167% from $160M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BNDW positions and 8 closed out — a net gain of 16 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $162M. The largest seller was Two West Capital Advisors, cutting an estimated $3.89M.

  • 107 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $428M of Vanguard Total World Bond ETF stock for Q4 2024, up 167% quarter-over-quarter.
  • 24 funds opened new Vanguard Total World Bond ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2024 was Morgan Stanley, an estimated $162M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2024 was Two West Capital Advisors, an estimated $3.89M sold.

Based on aggregated 13F filings for Q4 2024.