Vanguard Total World Bond ETF
BNDW
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.
27% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 26
2.35% less ownership
Funds ownership: 22.73% → 20.38% (-2.4%)
8% less funds holding
Funds holding: 93 → 86 (-7)
8% less capital invested
Capital invested by funds: $132M → $121M (-$11.1M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.52M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$3.63M |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$2.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.36M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$11.3M |
| 2 |
SIC
Sterling Investment Counsel
Buffalo,
New York
|
-$3.46M |
| 3 |
Morgan Stanley
New York
|
-$2.49M |
| 4 |
JP Morgan Chase
New York
|
-$1.93M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.83M |
BNDW Hedge Fund Activity: Q1 2023 in Review
86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q1 2023, worth a combined $121M — down 8.4% from $132M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BNDW and 7 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 33 added.
The largest buyer was Bank of America, adding an estimated $5.52M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.3M.
- 86 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q1 2023, down from 93 in Q4 2022.
- Funds reported $121M of Vanguard Total World Bond ETF stock for Q1 2023, down 8.4% quarter-over-quarter.
- 7 funds opened new Vanguard Total World Bond ETF positions in Q1 2023 and 9 closed out, a net change of -2 holders.
- The largest Vanguard Total World Bond ETF buyer in Q1 2023 was Bank of America, an estimated $5.52M added.
- The largest Vanguard Total World Bond ETF seller in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2023.