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Vanguard Total World Bond ETF
BNDW

97 hedge funds and large institutions have $146M invested in Vanguard Total World Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

4% more funds holding

Funds holding: 93 → 97 (+4)

3.28% less ownership

Funds ownership: 22.13% → 18.85% (-3.3%)

9% less capital invested

Capital invested by funds: $161M → $146M (-$15.2M)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
41
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.6M
2
RCS
Retirement Capital Strategies
California
+$3.08M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.97M
4
Mariner
Mariner
Kansas
+$1.93M
5
Wells Fargo
Wells Fargo
California
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
CGPCS
Capital Group Private Client Services
California
-$4.98M
2
MI
Moneywise Inc
Virginia
-$3.39M
3
OWA
Octavia Wealth Advisors
Ohio
-$3.36M
4
Morgan Stanley
Morgan Stanley
New York
-$2.94M
5
Bank of America
Bank of America
North Carolina
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
76
Bogart Wealth LLC
Virginia
$29K – – –
CIAS
77
Capital Investment Advisory Services
North Carolina
$28.8K – – –
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$26K – – –
PS
79
Principal Securities
Iowa
$25.1K +$24.5K +358 +4,475%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$23.1K – – –
OLVIG
81
Oliver Lagore Vanvalin Investment Group
Michigan
$17.8K +$8.21K +120 +86%
HWA
82
Heritage Wealth Advisors
Virginia
$15.3K +$15.2K +223 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$15.2K – – –
PIP
84
Peachtree Investment Partners
Florida
$8.09K +$205 +3 +3%
IA
85
IFP Advisors
Florida
$7.42K +$68 +1 +0.9%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$5.63K -$102K -1,490 -95%
PFBT
87
Parkside Financial Bank & Trust
Missouri
$3.68K – – –
SWM
88
Sugarloaf Wealth Management
Georgia
$3.49K – – –
HI
89
Harbour Investments
Wisconsin
$3.36K +$3.35K +49 New
WP
90
WealthShield Partners
North Carolina
$2.06K – – –
BC
91
Barrett & Company
Rhode Island
$1.51K – – –
VWM
92
Venturi Wealth Management
Texas
$1.44K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$1.03K +$1.03K +15 New
GWS
94
Glassman Wealth Services
Virginia
$500 – – –
UBS Group
95
UBS Group
Switzerland
$412 +$410 +6 New
NSIM
96
North Star Investment Management
Illinois
$206 +$205 +3 New
RWM
97
Ruedi Wealth Management
Illinois
$69 – – –
CGPCS
98
Capital Group Private Client Services
California
– -$4.98M -71,937 Closed
AF
99
Advisornet Financial
Minnesota
– -$1.76M -25,396 Closed
Truist Financial
100
Truist Financial
North Carolina
– -$1.73M -24,962 Closed
1 2 3
4
5

BNDW Hedge Fund Activity: Q1 2024 in Review

97 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q1 2024, worth a combined $146M — down 9.4% from $161M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BNDW positions and 8 closed out — a net gain of 6 holders — while 41 added to existing stakes and 26 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $3.6M. The largest seller was Capital Group Private Client Services, exiting entirely with an estimated $4.98M sold.

  • 97 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q1 2024, up from 93 in Q4 2023.
  • Funds reported $146M of Vanguard Total World Bond ETF stock for Q1 2024, down 9.4% quarter-over-quarter.
  • 14 funds opened new Vanguard Total World Bond ETF positions in Q1 2024 and 8 closed out, a net change of +6 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $3.6M added.
  • The largest Vanguard Total World Bond ETF seller in Q1 2024 was Capital Group Private Client Services, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2024.