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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.6M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$3.08M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.97M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$1.93M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
-$4.98M |
| 2 |
MI
Moneywise Inc
Forest,
Virginia
|
-$3.39M |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$3.36M |
| 4 |
Morgan Stanley
New York
|
-$2.94M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Focus Partners Wealth
Boston,
Massachusetts
| – | -$505K | -7,290 | Closed |
|
102
Vanguard Group
Malvern,
Pennsylvania
| – | -$443K | -6,403 | Closed |
|
|
DADC
103
D.A. Davidson & Co
Great Falls,
Montana
| – | -$202K | -2,919 | Closed |
|
104
DZ Bank
Frankfurt Am Main,
Germany
| – | -$174K | -2,519 | Closed |
|
|
WT
105
Washington Trust
Westerly,
Rhode Island
| – | -$4.57K | -66 | Closed |
|
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.