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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
Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.44%
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
Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$15.9M +$5.39M +78,787 +51%
Bank of America
2
Bank of America
North Carolina
$15.2M -$2.13M -31,129 -12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M +$214K +3,129 +2%
MI
4
Moneywise Inc
Virginia
$8.51M +$461K +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 +$443K +6,474 +6%
CFD
7
Creative Financial Designs
Indiana
$7.58M +$7.58M +110,781 New
Jane Street
8
Jane Street
New York
$7.39M +$7.39M +108,063 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.21M +$4.78M +69,855 +1,111%
VWA
10
Visionary Wealth Advisors
Illinois
$4.37M -$123K -1,803 -3%
AWM
11
Apollon Wealth Management
South Carolina
$4.16M +$610K +8,915 +17%
AC
12
Applied Capital
Arkansas
$3.81M +$71.1K +1,039 +2%
BWM
13
Baystate Wealth Management
Massachusetts
$3.69M +$299K +4,376 +9%
Mariner
14
Mariner
Kansas
$3.62M +$663K +9,686 +22%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$3.59M +$112K +1,633 +3%
COCM
16
Charter Oak Capital Management
New Hampshire
$3.35M -$865K -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 -$52.3K -764 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.72M +$96.2K +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 +$73.1K +1,068 +5%
DWP
24
Destiny Wealth Partners
Florida
$1.38M +$652K +9,543 +90%
CW
25
CreativeOne Wealth
Kansas
$1.22M +$753 +11 +0.1%