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Vanguard Total World Bond ETF

86 hedge funds and large institutions have $147M invested in Vanguard Total World Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

15% more funds holding

Funds holding: 7586 (+11)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

7.91% less ownership

Funds ownership: 31.89%23.99% (-7.9%)

22% less capital invested

Capital invested by funds: $188M → $147M (-$40.9M)

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
22
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19M +$16.7M +235,161 +653%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$13.4M -$2.27M -31,879 -14%
COCM
3
Charter Oak Capital Management
New Hampshire
$12.1M -$3.2M -44,972 -21%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.9M +$1.13M +15,905 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.62M -$463K -6,501 -5%
DWP
6
Destiny Wealth Partners
Florida
$7.47M -$629K -8,835 -8%
OWM
7
Opes Wealth Management
California
$7.02M +$7.12M +100,031 New
VWA
8
Visionary Wealth Advisors
Illinois
$5.4M -$2.18M -30,691 -29%
MI
9
Moneywise Inc
Virginia
$5.16M -$452K -6,351 -8%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$4.04M +$782K +10,996 +24%
OWA
11
Octavia Wealth Advisors
Ohio
$3.9M +$4.04M +56,789 New
AWM
12
Apollon Wealth Management
South Carolina
$3.64M +$1.06M +14,920 +40%
PFA
13
Professional Financial Advisors
Nebraska
$3.58M -$3.76M -52,794 -51%
AWM
14
AE Wealth Management
Kansas
$3.07M -$1.77M -24,924 -36%
BPA
15
Beacon Pointe Advisors
California
$2.62M +$1.2M +16,841 +82%
Amundi
16
Amundi
France
$2.55M +$342K +4,800 +15%
AI
17
Atria Investments
North Carolina
$2.23M +$404K +5,679 +22%
Mariner
18
Mariner
Kansas
$1.96M -$1.94M -27,321 -49%
AF
19
Advisornet Financial
Minnesota
$1.88M +$24.1K +339 +1%
Truist Financial
20
Truist Financial
North Carolina
$1.76M +$1.78M +25,058 New
PGF
21
Plan Group Financial
Oklahoma
$1.63M +$1.65M +23,258 New
EBA
22
Eagle Bay Advisors
New York
$1.39M +$1.41M +19,873 New
AWS
23
Atria Wealth Solutions
New York
$1.35M +$159K +2,235 +13%
CW
24
CreativeOne Wealth
Kansas
$1.35M -$35K -492 -2%
LPL Financial
25
LPL Financial
California
$1.25M +$20.3K +285 +2%

BNDW Hedge Fund Activity: Q2 2022 in Review

86 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q2 2022, worth a combined $147M — down 22% from $188M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BNDW positions and 12 closed out — a net gain of 11 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Libra Wealth, exiting entirely with an estimated $45.5M sold.

  • 86 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $147M of Vanguard Total World Bond ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 23 funds opened new Vanguard Total World Bond ETF positions in Q2 2022 and 12 closed out, a net change of +11 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q2 2022 was Bank of America, an estimated $16.7M added.
  • The largest Vanguard Total World Bond ETF seller in Q2 2022 was Libra Wealth, an estimated $45.5M sold.

Based on aggregated 13F filings for Q2 2022.