Vanguard Total World Bond ETF
BNDW
75 hedge funds and large institutions have $188M invested in Vanguard Total World Bond ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 19 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
10% more capital invested
Capital invested by funds: $171M → $188M (+$17.1M)
0.78% more ownership
Funds ownership: 31.11% → 31.89% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9% less funds holding
Funds holding: 82 → 75 (-7)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$16.2M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$8.18M |
| 3 |
LW
Libra Wealth
Los Gatos,
California
|
+$2.85M |
| 4 |
MI
Moneywise Inc
Forest,
Virginia
|
+$2.04M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$3.5M |
| 2 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$2.93M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.89M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.73M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.72M |
BNDW Hedge Fund Activity: Q1 2022 in Review
75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q1 2022, worth a combined $188M — up 10% from $171M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of BNDW and 13 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 31 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $16.2M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $3.5M.
- 75 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q1 2022, down from 82 in Q4 2021.
- Funds reported $188M of Vanguard Total World Bond ETF stock for Q1 2022, up 10% quarter-over-quarter.
- 13 funds opened new Vanguard Total World Bond ETF positions in Q1 2022 and 19 closed out, a net change of -6 holders.
- The largest Vanguard Total World Bond ETF buyer in Q1 2022 was Wealth Enhancement Advisory Services, an estimated $16.2M added.
- The largest Vanguard Total World Bond ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $3.5M sold.
Based on aggregated 13F filings for Q1 2022.