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Vanguard Total World Bond ETF

86 hedge funds and large institutions have $147M invested in Vanguard Total World Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

15% more funds holding

Funds holding: 7586 (+11)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

7.91% less ownership

Funds ownership: 31.89%23.99% (-7.9%)

22% less capital invested

Capital invested by funds: $188M → $147M (-$40.9M)

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
22
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$21K +$21.3K +299 +29,900%
RA
77
Rise Advisors
New York
$12K +$71 +1 +0.6%
CHA
78
Carmichael Hill & Associates
Maryland
$11K
BFEC
79
Benjamin F. Edwards & Company
Missouri
$10K +$9.82K +138 New
BAM
80
Baldrige Asset Management
Pennsylvania
$6K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$4K
SWM
82
Sugarloaf Wealth Management
Georgia
$3K +$71 +1 +2%
GWS
83
Glassman Wealth Services
Virginia
$1K
LPP
84
Life Planning Partners
Florida
$1K +$854 +12 New
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$5
LW
86
Libra Wealth
California
-$45.5M -687,099 Closed
RPGK
87
Retirement Planning Group (Kansas)
Kansas
-$4.59M -61,966 Closed
CWR
88
Chico Wealth RIA
California
-$1.65M -22,302 Closed
Jane Street
89
Jane Street
New York
-$1.03M -13,920 Closed
SAM
90
Secure Asset Management
Michigan
-$993K -13,392 Closed
SPC
91
Sigma Planning Corp
Michigan
-$806K -10,870 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$643K -8,684 Closed
LFA
93
Legacy Financial Advisors
Kentucky
-$632K -8,530 Closed
UWM
94
USAdvisors Wealth Management
Minnesota
-$419K -5,646 Closed
RFN
95
RDA Financial Network
Iowa
-$286K -3,862 Closed
UBS Group
96
UBS Group
Switzerland
-$228K -3,076 Closed
AAS
97
Ameritas Advisory Services
Nebraska
-$203K -2,732 Closed

BNDW Hedge Fund Activity: Q2 2022 in Review

86 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q2 2022, worth a combined $147M — down 22% from $188M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BNDW positions and 12 closed out — a net gain of 11 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Libra Wealth, exiting entirely with an estimated $45.5M sold.

  • 86 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $147M of Vanguard Total World Bond ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 23 funds opened new Vanguard Total World Bond ETF positions in Q2 2022 and 12 closed out, a net change of +11 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q2 2022 was Bank of America, an estimated $16.7M added.
  • The largest Vanguard Total World Bond ETF seller in Q2 2022 was Libra Wealth, an estimated $45.5M sold.

Based on aggregated 13F filings for Q2 2022.