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Vanguard Total World Bond ETF
BNDW

93 hedge funds and large institutions have $132M invested in Vanguard Total World Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

21% more funds holding

Funds holding: 77 → 93 (+16)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $125M → $132M (+$7.63M)

0.06% more ownership

Funds ownership: 22.67% → 22.73% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
26
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.46M
2
BWM
Baystate Wealth Management
Massachusetts
+$4.39M
3
Morgan Stanley
Morgan Stanley
New York
+$3.91M
4
BPA
Beacon Pointe Advisors
California
+$3.45M
5
SIC
Sterling Investment Counsel
New York
+$3M

Top Sellers

Rank Fund Capital Flow
1
DWP
Destiny Wealth Partners
Florida
-$6.29M
2
Bank of America
Bank of America
North Carolina
-$4.88M
3
Jane Street
Jane Street
New York
-$3.78M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.61M
5
COCM
Charter Oak Capital Management
New Hampshire
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Aspire Wealth Management
Massachusetts
$16.5K -$1.08K -16 -6%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$16K +$6.41K +95 +69%
RA
78
Rise Advisors
New York
$11.3K +$67 +1 +0.6%
CHA
79
Carmichael Hill & Associates
Maryland
$10.1K – – –
PIP
80
Peachtree Investment Partners
Florida
$6.48K +$6.34K +94 New
BAM
81
Baldrige Asset Management
Pennsylvania
$6K – – –
WT
82
Washington Trust
Rhode Island
$4.42K +$4.45K +66 New
SWM
83
Sugarloaf Wealth Management
Georgia
$3.27K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$2.15K +$2.16K +32 New
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$1.68K +$1.69K +25 New
BC
86
Barrett & Company
Rhode Island
$1.48K – – –
RWM
87
Ruedi Wealth Management
Illinois
$978 +$1.01K +15 New
RIA
88
Realta Investment Advisors
Delaware
$670 +$674 +10 New
GWS
89
Glassman Wealth Services
Virginia
$489 – – –
RDFA
90
Ritter Daniher Financial Advisory
Ohio
$268 +$270 +4 New
ACA
91
Aptus Capital Advisors
Alabama
$67 – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$67 +$67 +1 New
Jane Street
93
Jane Street
New York
– -$3.78M -56,416 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
– -$3.61M -53,960 Closed
PFA
95
Professional Financial Advisors
Nebraska
– -$3.4M -50,753 Closed
WA
96
Wealthstream Advisors
New York
– -$657K -9,808 Closed
CPIG
97
Chicago Partners Investment Group
Illinois
– -$451K -6,836 Closed
OFS
98
OneAscent Financial Services
Alabama
– -$377K -5,623 Closed
CF
99
Centaurus Financial
California
– -$374K -5,585 Closed
WA
100
Wealth Alliance
New York
– -$247K -3,695 Closed
1 2 3
4
5

BNDW Hedge Fund Activity: Q4 2022 in Review

93 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2022, worth a combined $132M — up 6.1% from $125M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BNDW positions and 10 closed out — a net gain of 18 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.46M. The largest seller was Destiny Wealth Partners, cutting an estimated $6.29M.

  • 93 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $132M of Vanguard Total World Bond ETF stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 28 funds opened new Vanguard Total World Bond ETF positions in Q4 2022 and 10 closed out, a net change of +18 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2022 was Wealth Enhancement Advisory Services, an estimated $4.46M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2022 was Destiny Wealth Partners, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2022.