Vanguard Total World Bond ETF
BNDW
93 hedge funds and large institutions have $161M invested in Vanguard Total World Bond ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
9% more funds holding
Funds holding: 85 → 93 (+8)
3% more capital invested
Capital invested by funds: $157M → $161M (+$4.26M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.3% less ownership
Funds ownership: 23.43% → 22.13% (-1.3%)
12% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$4.84M |
| 2 |
Morgan Stanley
New York
|
+$4.24M |
| 3 |
SFPM
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
+$3.02M |
| 4 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$1.84M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$7.48M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.73M |
| 3 |
Jane Street
New York
|
-$2.46M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$2.29M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.98M |
BNDW Hedge Fund Activity: Q4 2023 in Review
93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2023, worth a combined $161M — up 2.7% from $157M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BNDW positions and 9 closed out — a net gain of 9 holders — while 30 added to existing stakes and 34 trimmed.
The largest buyer was Capital Group Private Client Services, opening a new position worth an estimated $4.84M. The largest seller was Creative Financial Designs, cutting an estimated $7.48M.
- 93 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $161M of Vanguard Total World Bond ETF stock for Q4 2023, up 2.7% quarter-over-quarter.
- 18 funds opened new Vanguard Total World Bond ETF positions in Q4 2023 and 9 closed out, a net change of +9 holders.
- The largest Vanguard Total World Bond ETF buyer in Q4 2023 was Capital Group Private Client Services, an estimated $4.84M added.
- The largest Vanguard Total World Bond ETF seller in Q4 2023 was Creative Financial Designs, an estimated $7.48M sold.
Based on aggregated 13F filings for Q4 2023.