Vanguard Total World Bond ETF
BNDW
11 hedge funds and large institutions have $54.6M invested in Vanguard Total World Bond ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
38% more funds holding
Funds holding: 8 → 11 (+3)
29% more capital invested
Capital invested by funds: $42.4M → $54.6M (+$12.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6.89% less ownership
Funds ownership: 56.68% → 49.79% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$5.78M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.79M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.47M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.43M |
| 5 |
SFFS
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
+$908K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$756K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$516K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$323K |
| 4 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$529 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPGK
1
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $42.8M | +$5.78M | +76,529 | +16% |
|
|
RCS
2
Retirement Capital Strategies
San Jose,
California
| $5.45M | +$1.43M | +18,902 | +36% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.74M | +$2.79M | +36,893 | +313% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.49M | +$1.47M | +19,435 | New |
|
|
GCA
5
Genesee Capital Advisors
Auburn,
New York
| $919K | +$904K | +11,960 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $131K | -$323K | -4,279 | -71% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $46K | +$45.2K | +598 | New |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | +$9.82K | +130 | New |
|
|
FC
9
Ferris Capital
Marlborough,
Massachusetts
| $8K | -$529 | -7 | -6% |
|
|
SFFS
10
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $923 | +$908K | +12,020 | New |
|
|
11
SEI Investments
Oaks,
Pennsylvania
| – | -$756K | -10,128 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$516K | -6,902 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | +$76 | +1 | New |
|
BNDW Hedge Fund Activity: Q1 2019 in Review
11 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q1 2019, worth a combined $54.6M — up 29% from $42.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BNDW positions and 3 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $5.78M. The largest seller was SEI Investments, exiting entirely with an estimated $756K sold.
- 11 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q1 2019, up from 8 in Q4 2018.
- Funds reported $54.6M of Vanguard Total World Bond ETF stock for Q1 2019, up 29% quarter-over-quarter.
- 6 funds opened new Vanguard Total World Bond ETF positions in Q1 2019 and 3 closed out, a net change of +3 holders.
- The largest Vanguard Total World Bond ETF buyer in Q1 2019 was Retirement Planning Group (Kansas), an estimated $5.78M added.
- The largest Vanguard Total World Bond ETF seller in Q1 2019 was SEI Investments, an estimated $756K sold.
Based on aggregated 13F filings for Q1 2019.