Vanguard Total World Bond ETF
BNDW
94 hedge funds and large institutions have $160M invested in Vanguard Total World Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 10 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.45% less ownership
Funds ownership: 19.95% → 19.51% (-0.45%)
1% less capital invested
Capital invested by funds: $162M → $160M (-$2.41M)
3% less funds holding
Funds holding: 97 → 94 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWCA
Two West Capital Advisors
Overland Park,
Kansas
|
+$5.01M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.75M |
| 3 |
AIM
Alhambra Investment Management
Palmetto Bay,
Florida
|
+$1.22M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.12M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$4.59M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$3.01M |
| 3 |
MI
Moneywise Inc
Forest,
Virginia
|
-$2.01M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.97M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citigroup
New York
| – | -$51K | -750 | Closed |
|
102
JP Morgan Chase
New York
| – | -$23.5K | -346 | Closed |
|
|
HWA
103
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$15.2K | -223 | Closed |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | -$68 | -1 | Closed |
|
BNDW Hedge Fund Activity: Q3 2024 in Review
94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q3 2024, worth a combined $160M — down 1.5% from $162M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BNDW and 8 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 39 added.
The largest buyer was Two West Capital Advisors, adding an estimated $5.01M. The largest seller was Octavia Wealth Advisors, cutting an estimated $4.59M.
- 94 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q3 2024, down from 97 in Q2 2024.
- Funds reported $160M of Vanguard Total World Bond ETF stock for Q3 2024, down 1.5% quarter-over-quarter.
- 8 funds opened new Vanguard Total World Bond ETF positions in Q3 2024 and 10 closed out, a net change of -2 holders.
- The largest Vanguard Total World Bond ETF buyer in Q3 2024 was Two West Capital Advisors, an estimated $5.01M added.
- The largest Vanguard Total World Bond ETF seller in Q3 2024 was Octavia Wealth Advisors, an estimated $4.59M sold.
Based on aggregated 13F filings for Q3 2024.