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Vanguard Total World Bond ETF
BNDW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
30
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
Capital Group Private Client Services
California
+$4.98M
2
Morgan Stanley
Morgan Stanley
New York
+$4.36M
3
SFPM
Sensible Financial Planning & Management
Massachusetts
+$3.11M
4
SS
Simplicity Solutions
Minnesota
+$1.89M
5
BFG
Bleakley Financial Group
New Jersey
+$1.89M

Top Sellers

1
CFD
Creative Financial Designs
Indiana
-$7.69M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.87M
3
Jane Street
Jane Street
New York
-$2.53M
4
BPA
Beacon Pointe Advisors
California
-$2.36M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$18.5M -$2.36M -34,030 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.7M -$2.04M -29,426 -11%
Bank of America
3
Bank of America
North Carolina
$15.8M +$23.5K +339 +0.1%
MI
4
Moneywise Inc
Virginia
$8.78M -$400K -5,775 -4%
OWA
5
Octavia Wealth Advisors
Ohio
$8.07M +$146K +2,103 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.63M -$234K -3,374 -3%
Morgan Stanley
7
Morgan Stanley
New York
$6.18M +$4.36M +63,045 +241%
KA
8
Kure Advisory
Minnesota
$5.38M +$386K +5,581 +8%
CGPCS
9
Capital Group Private Client Services
California
$4.98M +$4.98M +71,937 New
Mariner
10
Mariner
Kansas
$4.32M +$550K +7,953 +15%
VWA
11
Visionary Wealth Advisors
Illinois
$4.15M -$169K -2,445 -4%
SFPM
12
Sensible Financial Planning & Management
Massachusetts
$3.91M +$3.11M +44,916 +388%
AC
13
Applied Capital
Arkansas
$3.52M -$9.69K -140 -0.3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.12M -$1.17M -16,855 -27%
BWM
15
Baystate Wealth Management
Massachusetts
$3.1M -$1.18M -16,982 -28%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.88M -$1M -14,513 -26%
PFA
17
Professional Financial Advisors
Nebraska
$2.5M +$80.8K +1,167 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.46M +$18.5K +268 +0.8%
4WM
19
49 Wealth Management
Texas
$2.43M +$2.43M +35,123 New
SS
20
Simplicity Solutions
Minnesota
$1.89M +$1.89M +27,281 New
BFG
21
Bleakley Financial Group
New Jersey
$1.89M +$1.89M +27,281 New
PWM
22
Perigon Wealth Management
California
$1.78M +$61.5K +888 +4%
AC
23
Apella Capital
Connecticut
$1.76M +$1.2M +17,447 +212%
AF
24
Advisornet Financial
Minnesota
$1.76M +$80.4K +1,161 +5%
Truist Financial
25
Truist Financial
North Carolina
$1.73M +$31K +448 +2%
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