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Vanguard Total World Bond ETF

82 hedge funds and large institutions have $171M invested in Vanguard Total World Bond ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

46% more capital invested

Capital invested by funds: $117M → $171M (+$54.1M)

11.39% more ownership

Funds ownership: 19.72%31.11% (+11%)

5% more funds holding

Funds holding: 7882 (+4)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
25
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LW
1
Libra Wealth
California
$43.2M +$51.7M +649,541 New
COCM
2
Charter Oak Capital Management
New Hampshire
$20.1M -$1.38M -17,340 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.1M +$1.53M +19,255 +18%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.55M +$170K +2,139 +2%
DWP
5
Destiny Wealth Partners
Florida
$8.88M +$389K +4,887 +5%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$8.47M -$153K -1,918 -2%
PFA
7
Professional Financial Advisors
Nebraska
$7.95M +$8.07M +101,328 New
PAG
8
Private Advisor Group
New Jersey
$6.69M +$6.79M +85,265 New
AWM
9
AE Wealth Management
Kansas
$6.32M +$1.5M +18,868 +31%
Mariner
10
Mariner
Kansas
$4.29M +$848K +10,654 +24%
MI
11
Moneywise Inc
Virginia
$4.17M +$2M +25,176 +90%
CF
12
Centaurus Financial
California
$3.19M +$169K +2,121 +5%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$3.17M +$1.37M +17,197 +74%
Bank of America
14
Bank of America
North Carolina
$2.31M -$329K -4,134 -12%
AF
15
Advisornet Financial
Minnesota
$1.9M +$792K +9,949 +69%
Truist Financial
16
Truist Financial
North Carolina
$1.89M +$1.92M +24,072 New
RCS
17
Retirement Capital Strategies
California
$1.73M -$74.7K -938 -4%
Amundi
18
Amundi
France
$1.66M +$1.7M +21,360 New
LPL Financial
19
LPL Financial
California
$1.59M +$243K +3,046 +18%
CW
20
CreativeOne Wealth
Kansas
$1.5M -$26.6K -334 -2%
AWM
21
Apollon Wealth Management
South Carolina
$1.36M +$177K +2,222 +15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.2M +$8.28K +104 +0.7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.18M +$1.2M +15,070 New
IC
24
Inscription Capital
Texas
$1.02M +$5.02K +63 +0.5%
SAM
25
Secure Asset Management
Michigan
$1.01M +$326K +4,097 +47%

BNDW Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2021, worth a combined $171M — up 46% from $117M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BNDW positions and 12 closed out — a net gain of 6 holders — while 25 added to existing stakes and 25 trimmed.

The largest buyer was Professional Financial Advisors, opening a new position worth an estimated $8.07M. The largest seller was USAdvisors Wealth Management, cutting an estimated $4.96M.

  • 82 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $171M of Vanguard Total World Bond ETF stock for Q4 2021, up 46% quarter-over-quarter.
  • 18 funds opened new Vanguard Total World Bond ETF positions in Q4 2021 and 12 closed out, a net change of +6 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2021 was Professional Financial Advisors, an estimated $8.07M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2021 was USAdvisors Wealth Management, an estimated $4.96M sold.

Based on aggregated 13F filings for Q4 2021.