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Vanguard Total World Bond ETF

93 hedge funds and large institutions have $132M invested in Vanguard Total World Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

21% more funds holding

Funds holding: 7793 (+16)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $125M → $132M (+$7.63M)

0.06% more ownership

Funds ownership: 22.67%22.73% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
26
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$12.1M +$4.46M +66,216 +60%
Bank of America
2
Bank of America
North Carolina
$11.6M -$4.88M -72,321 -30%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.1M -$144K -2,142 -1%
MI
4
Moneywise Inc
Virginia
$6.88M +$1.63M +24,224 +31%
BPA
5
Beacon Pointe Advisors
California
$6.71M +$3.45M +51,174 +105%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.66M -$1.49M -22,023 -18%
BWM
7
Baystate Wealth Management
Massachusetts
$5.12M +$4.39M +65,131 +580%
VWA
8
Visionary Wealth Advisors
Illinois
$4.88M -$169K -2,506 -3%
COCM
9
Charter Oak Capital Management
New Hampshire
$4.87M -$3.45M -51,160 -41%
OWA
10
Octavia Wealth Advisors
Ohio
$4.47M +$390K +5,784 +10%
Morgan Stanley
11
Morgan Stanley
New York
$4.21M +$3.91M +58,031 +1,216%
AWM
12
Apollon Wealth Management
South Carolina
$3.74M +$400K +5,937 +12%
Amundi
13
Amundi
France
$3.67M +$708K +10,502 +24%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$3.64M -$150K -2,231 -4%
SIC
15
Sterling Investment Counsel
New York
$3.46M +$3M +44,532 +631%
AC
16
Applied Capital
Arkansas
$3.22M +$959K +14,221 +42%
Citadel Advisors
17
Citadel Advisors
Florida
$2.8M +$2.61M +38,687 +1,267%
SBL
18
Sargent Bickham Lagudis
Colorado
$2.07M +$544K +8,071 +35%
AWM
19
AE Wealth Management
Kansas
$2M -$537K -7,963 -21%
Mariner
20
Mariner
Kansas
$1.94M +$14.1K +209 +0.7%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.93M +$1.37M +20,373 +243%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.74M +$722K +10,705 +70%
Truist Financial
23
Truist Financial
North Carolina
$1.7M -$15.7K -233 -0.9%
SFPM
24
Sensible Financial Planning & Management
Massachusetts
$1.54M +$1.55M +23,016 New
AF
25
Advisornet Financial
Minnesota
$1.35M -$455K -6,748 -25%

BNDW Hedge Fund Activity: Q4 2022 in Review

93 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2022, worth a combined $132M — up 6.1% from $125M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BNDW positions and 10 closed out — a net gain of 18 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.46M. The largest seller was Destiny Wealth Partners, cutting an estimated $6.29M.

  • 93 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $132M of Vanguard Total World Bond ETF stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 28 funds opened new Vanguard Total World Bond ETF positions in Q4 2022 and 10 closed out, a net change of +18 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2022 was Wealth Enhancement Advisory Services, an estimated $4.46M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2022 was Destiny Wealth Partners, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2022.