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Vanguard Total World Bond ETF

91 hedge funds and large institutions have $145M invested in Vanguard Total World Bond ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

20% more capital invested

Capital invested by funds: $121M → $145M (+$24.1M)

6% more funds holding

Funds holding: 8691 (+5)

1.73% more ownership

Funds ownership: 20.38%22.11% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
33
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
1
Beacon Pointe Advisors
California
$15.9M +$5.41M +78,787 +51%
Bank of America
2
Bank of America
North Carolina
$15.2M -$2.14M -31,129 -12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M +$215K +3,129 +2%
MI
4
Moneywise Inc
Virginia
$8.51M +$462K +6,740 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.93M -$232K -3,386 -3%
OWA
6
Octavia Wealth Advisors
Ohio
$7.61M +$444K +6,474 +6%
CFD
7
Creative Financial Designs
Indiana
$7.58M +$7.6M +110,781 New
Jane Street
8
Jane Street
New York
$7.39M +$7.41M +108,063 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.21M +$4.79M +69,855 +1,111%
VWA
10
Visionary Wealth Advisors
Illinois
$4.37M -$124K -1,803 -3%
AWM
11
Apollon Wealth Management
South Carolina
$4.16M +$612K +8,915 +17%
AC
12
Applied Capital
Arkansas
$3.81M +$71.3K +1,039 +2%
BWM
13
Baystate Wealth Management
Massachusetts
$3.69M +$300K +4,376 +9%
Mariner
14
Mariner
Kansas
$3.62M +$665K +9,686 +22%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$3.58M +$112K +1,633 +3%
COCM
16
Charter Oak Capital Management
New Hampshire
$3.35M -$867K -12,643 -21%
SFPM
17
Sensible Financial Planning & Management
Massachusetts
$1.77M +$158K +2,310 +10%
Morgan Stanley
18
Morgan Stanley
New York
$1.76M -$52.4K -764 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.72M +$96.5K +1,406 +6%
PWM
20
Perigon Wealth Management
California
$1.67M +$1.67M +24,407 New
BAM
21
Belpointe Asset Management
Nevada
$1.57M +$1.57M +22,894 New
FCA
22
Fortis Capital Advisors
Kansas
$1.57M +$1.57M +22,894 New
AF
23
Advisornet Financial
Minnesota
$1.44M +$73.3K +1,068 +5%
DWP
24
Destiny Wealth Partners
Florida
$1.38M +$655K +9,543 +90%
CW
25
CreativeOne Wealth
Kansas
$1.22M +$755 +11 +0.1%

BNDW Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q2 2023, worth a combined $145M — up 20% from $121M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BNDW positions and 11 closed out — a net gain of 6 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Creative Financial Designs, opening a new position worth an estimated $7.6M. The largest seller was Amundi, exiting entirely with an estimated $4.24M sold.

  • 91 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $145M of Vanguard Total World Bond ETF stock for Q2 2023, up 20% quarter-over-quarter.
  • 17 funds opened new Vanguard Total World Bond ETF positions in Q2 2023 and 11 closed out, a net change of +6 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q2 2023 was Creative Financial Designs, an estimated $7.6M added.
  • The largest Vanguard Total World Bond ETF seller in Q2 2023 was Amundi, an estimated $4.24M sold.

Based on aggregated 13F filings for Q2 2023.