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Vanguard Total World Bond ETF
BNDW

Overview Fund Activity

85 hedge funds and large institutions have $157M invested in Vanguard Total World Bond ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
38
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.82M
2
BPA
Beacon Pointe Advisors
California
+$4.63M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.66M
4
PFA
Professional Financial Advisors
Nebraska
+$2.32M
5
Truist Financial
Truist Financial
North Carolina
+$1.63M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.04M
2
AWM
Apollon Wealth Management
South Carolina
-$3.6M
3
COCM
Charter Oak Capital Management
New Hampshire
-$1.65M
4
CW
CreativeOne Wealth
Kansas
-$1.22M
5
SFPM
Sensible Financial Planning & Management
Massachusetts
-$949K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$20M +$4.63M +69,784 +30%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.9M +$7.82M +117,832 +77%
Bank of America
3
Bank of America
North Carolina
$15.1M +$428K +6,452 +3%
MI
4
Moneywise Inc
Virginia
$8.8M +$548K +8,257 +7%
CFD
5
Creative Financial Designs
Indiana
$7.65M +$297K +4,474 +4%
OWA
6
Octavia Wealth Advisors
Ohio
$7.6M +$220K +3,317 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.53M -$155K -2,331 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.24M +$185K +2,791 +4%
KA
9
Kure Advisory
Minnesota
$4.79M +$4.79M +72,202 New
VWA
10
Visionary Wealth Advisors
Illinois
$4.14M -$98.6K -1,486 -2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$4.1M +$3.66M +55,200 +827%
BWM
12
Baystate Wealth Management
Massachusetts
$4.1M +$518K +7,805 +14%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$3.73M +$250K +3,765 +7%
Mariner
14
Mariner
Kansas
$3.61M +$98.4K +1,483 +3%
AC
15
Applied Capital
Arkansas
$3.38M -$317K -4,772 -9%
Jane Street
16
Jane Street
New York
$3.13M -$4.04M -60,901 -56%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.34M +$677K +10,203 +41%
PFA
18
Professional Financial Advisors
Nebraska
$2.32M +$2.32M +34,973 New
Morgan Stanley
19
Morgan Stanley
New York
$1.74M +$33.3K +502 +2%
DWP
20
Destiny Wealth Partners
Florida
$1.67M +$337K +5,085 +25%
PWM
21
Perigon Wealth Management
California
$1.64M +$23.4K +353 +1%
Truist Financial
22
Truist Financial
North Carolina
$1.63M +$1.63M +24,514 New
AF
23
Advisornet Financial
Minnesota
$1.61M +$213K +3,215 +15%
COCM
24
Charter Oak Capital Management
New Hampshire
$1.6M -$1.65M -24,890 -51%
BAM
25
Belpointe Asset Management
Nevada
$1.4M -$119K -1,790 -8%
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