BNDW icon

Vanguard Total World Bond ETF
BNDW

Overview Fund Activity

93 hedge funds and large institutions have $161M invested in Vanguard Total World Bond ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
30
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
Capital Group Private Client Services
California
+$4.98M
2
Morgan Stanley
Morgan Stanley
New York
+$4.36M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
+$3.11M
4
SS
Simplicity Solutions
Minnesota
+$1.89M
5
BFG
Bleakley Financial Group
New Jersey
+$1.89M

Top Sellers

1
CFD
Creative Financial Designs
Indiana
-$7.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.87M
3
Jane Street
Jane Street
New York
-$2.53M
4
BPA
Beacon Pointe Advisors
California
-$2.36M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$51.9K – – –
EA
77
Evolution Advisers
Virginia
$51K +$8.21K +118 +19%
BWL
78
Bogart Wealth LLC
Virginia
$29.3K +$29.3K +423 New
CIAS
79
Capital Investment Advisory Services
North Carolina
$29.1K +$29.1K +420 New
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$26.5K -$16.9K -245 -39%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$23.3K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$15.3K +$3.6K +52 +31%
OLVIG
83
Oliver Lagore Vanvalin Investment Group
Michigan
$9.69K +$9.69K +140 New
PIP
84
Peachtree Investment Partners
Florida
$7.94K +$414 +6 +6%
IA
85
IFP Advisors
Florida
$7.45K -$1.95K -28 -21%
WT
86
Washington Trust
Rhode Island
$4.57K – – –
PFBT
87
Parkside Financial Bank & Trust
Missouri
$3.72K – – –
SWM
88
Sugarloaf Wealth Management
Georgia
$3.5K +$69 +1 +2%
WP
89
WealthShield Partners
North Carolina
$2.08K – – –
BC
90
Barrett & Company
Rhode Island
$1.52K – – –
VWM
91
Venturi Wealth Management
Texas
$1.45K +$1.45K +21 New
PS
92
Principal Securities
Iowa
$554 +$554 +8 New
GWS
93
Glassman Wealth Services
Virginia
$505 – – –
RWM
94
Ruedi Wealth Management
Illinois
$69 – – –
AWM
95
Apollon Wealth Management
South Carolina
– -$438K -6,602 Closed
MWA
96
Mills Wealth Advisors
Texas
– -$281K -4,238 Closed
SB
97
Strategic Blueprint
Georgia
– -$247K -3,716 Closed
AF
98
Allworth Financial
California
– -$69.7K -1,051 Closed
UBS Group
99
UBS Group
Switzerland
– -$42.1K -635 Closed
SIS
100
Sound Income Strategies
Florida
– -$4.84K -73 Closed
1 2 3
4
5