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Vanguard Total World Bond ETF
BNDW

Overview Fund Activity

86 hedge funds and large institutions have $121M invested in Vanguard Total World Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
33
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.57M
2
BPA
Beacon Pointe Advisors
California
+$3.66M
3
OWA
Octavia Wealth Advisors
Ohio
+$2.63M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.37M
5
Lido Advisors
Lido Advisors
California
+$1.15M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11.4M
2
SIC
Sterling Investment Counsel
New York
-$3.46M
3
Morgan Stanley
Morgan Stanley
New York
-$2.51M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.97M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.5M +$5.57M +80,719 +47%
BPA
2
Beacon Pointe Advisors
California
$10.6M +$3.66M +53,074 +53%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.3M -$125K -1,806 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.23M +$1.37M +19,901 +20%
MI
5
Moneywise Inc
Virginia
$8.11M +$1.04M +15,092 +15%
OWA
6
Octavia Wealth Advisors
Ohio
$7.22M +$2.63M +38,085 +57%
VWA
7
Visionary Wealth Advisors
Illinois
$4.53M -$489K -7,092 -10%
COCM
8
Charter Oak Capital Management
New Hampshire
$4.25M -$758K -10,983 -15%
Amundi
9
Amundi
France
$4.24M +$521K +7,500 +14%
AC
10
Applied Capital
Arkansas
$3.77M +$460K +6,669 +14%
AWM
11
Apollon Wealth Management
South Carolina
$3.58M -$269K -3,900 -7%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$3.5M -$245K -3,550 -7%
BWM
13
Baystate Wealth Management
Massachusetts
$3.42M -$1.85M -26,785 -35%
Mariner
14
Mariner
Kansas
$2.98M +$985K +14,279 +49%
AWM
15
AE Wealth Management
Kansas
$1.95M -$113K -1,632 -5%
Morgan Stanley
16
Morgan Stanley
New York
$1.82M -$2.51M -36,356 -58%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.63M -$163K -2,362 -9%
SFPM
18
Sensible Financial Planning & Management
Massachusetts
$1.63M +$38.6K +560 +2%
AF
19
Advisornet Financial
Minnesota
$1.38M -$15K -217 -1%
CW
20
CreativeOne Wealth
Kansas
$1.23M -$133K -1,928 -10%
Lido Advisors
21
Lido Advisors
California
$1.15M +$1.15M +16,680 New
Wells Fargo
22
Wells Fargo
California
$1.07M +$819K +11,872 +322%
SAG
23
SageView Advisory Group
California
$1.07M -$45K -652 -4%
Citadel Advisors
24
Citadel Advisors
Florida
$1.03M -$1.85M -26,812 -64%
IC
25
Inscription Capital
Texas
$894K +$966 +14 +0.1%
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