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Vanguard Total World Bond ETF

67 hedge funds and large institutions have $111M invested in Vanguard Total World Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

26% more funds holding

Funds holding: 5367 (+14)

10% more capital invested

Capital invested by funds: $101M → $111M (+$9.72M)

1.02% more ownership

Funds ownership: 20.16%21.18% (+1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
67
Holders Change
+14
Holders Change %
+26.42%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
24
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
1
Charter Oak Capital Management
New Hampshire
$21.6M +$562K +6,965 +3%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$9.09M -$292K -3,624 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.39M -$885K -10,967 -9%
Citadel Advisors
4
Citadel Advisors
Florida
$8.19M +$8.3M +102,871 New
DWP
5
Destiny Wealth Partners
Florida
$7.04M +$888K +10,999 +14%
UWM
6
USAdvisors Wealth Management
Minnesota
$5.59M +$4.33M +53,700 +327%
MIM
7
Moseley Investment Management
Florida
$5.04M +$507K +6,276 +11%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.9M +$3.72M +46,127 +300%
Bank of America
9
Bank of America
North Carolina
$3.19M +$2.32M +28,727 +253%
Jane Street
10
Jane Street
New York
$3.11M +$3.15M +39,029 New
CF
11
Centaurus Financial
California
$2.97M +$19.8K +245 +0.7%
AIC
12
Ameritas Investment Company
Nebraska
$2.79M +$2.83M +35,039 New
RCS
13
Retirement Capital Strategies
California
$2.02M -$1.99M -24,641 -49%
BFG
14
Barber Financial Group
Kansas
$1.74M -$529K -6,559 -23%
AI
15
Atria Investments
North Carolina
$1.65M -$55.8K -691 -3%
CW
16
CreativeOne Wealth
Kansas
$1.34M +$1.11M +13,711 +438%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.32M +$139K +1,722 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.21M +$266K +3,291 +28%
RFN
19
RDA Financial Network
Iowa
$1.09M +$117K +1,449 +12%
AWM
20
AE Wealth Management
Kansas
$1.05M -$159K -1,970 -13%
SPC
21
Sigma Planning Corp
Michigan
$1.03M +$108K +1,338 +12%
IC
22
Inscription Capital
Texas
$1.03M
SFFS
23
Stonehage Fleming Financial Services
Jersey
$957K
LPL Financial
24
LPL Financial
California
$937K +$950K +11,767 New
GCA
25
Genesee Capital Advisors
New York
$933K +$2.18K +27 +0.2%

BNDW Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q1 2021, worth a combined $111M — up 9.6% from $101M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BNDW positions and 6 closed out — a net gain of 14 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $8.3M. The largest seller was RiverTree Advisors, exiting entirely with an estimated $7.83M sold.

  • 67 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q1 2021, up from 53 in Q4 2020.
  • Funds reported $111M of Vanguard Total World Bond ETF stock for Q1 2021, up 9.6% quarter-over-quarter.
  • 20 funds opened new Vanguard Total World Bond ETF positions in Q1 2021 and 6 closed out, a net change of +14 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q1 2021 was Citadel Advisors, an estimated $8.3M added.
  • The largest Vanguard Total World Bond ETF seller in Q1 2021 was RiverTree Advisors, an estimated $7.83M sold.

Based on aggregated 13F filings for Q1 2021.