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Vanguard Total World Bond ETF
BNDW

Overview Fund Activity

97 hedge funds and large institutions have $146M invested in Vanguard Total World Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
41
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.62M
2
RCS
Retirement Capital Strategies
California
+$3.09M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.97M
4
Mariner
Mariner
Kansas
+$1.94M
5
Wells Fargo
Wells Fargo
California
+$1.83M

Top Sellers

1
CGPCS
Capital Group Private Client Services
California
-$4.98M
2
MI
Moneywise Inc
Virginia
-$3.41M
3
OWA
Octavia Wealth Advisors
Ohio
-$3.37M
4
Morgan Stanley
Morgan Stanley
New York
-$2.95M
5
Bank of America
Bank of America
North Carolina
-$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17M +$421K +6,140 +3%
BPA
2
Beacon Pointe Advisors
California
$16.3M -$2.04M -29,737 -11%
Bank of America
3
Bank of America
North Carolina
$12.9M -$2.77M -40,407 -18%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.71M +$152K +2,210 +2%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.71M +$3.62M +52,721 +117%
Mariner
6
Mariner
Kansas
$6.22M +$1.94M +28,245 +45%
KA
7
Kure Advisory
Minnesota
$5.54M +$207K +3,022 +4%
MI
8
Moneywise Inc
Virginia
$5.3M -$3.41M -49,632 -39%
OWA
9
Octavia Wealth Advisors
Ohio
$4.63M -$3.37M -49,107 -42%
AC
10
Applied Capital
Arkansas
$4.05M +$564K +8,223 +16%
PFA
11
Professional Financial Advisors
Nebraska
$3.86M +$1.38M +20,108 +56%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$3.62M +$767K +11,180 +27%
Morgan Stanley
13
Morgan Stanley
New York
$3.17M -$2.95M -43,019 -48%
RCS
14
Retirement Capital Strategies
California
$3.09M +$3.09M +45,065 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.82M +$381K +5,548 +16%
Wells Fargo
16
Wells Fargo
California
$2.76M +$1.83M +26,666 +197%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.7M +$1.97M +28,754 +271%
4WM
18
49 Wealth Management
Texas
$2.63M +$237K +3,487 +10%
VWA
19
Visionary Wealth Advisors
Illinois
$2.11M -$2M -29,202 -49%
PWM
20
Perigon Wealth Management
California
$1.82M +$58.9K +859 +3%
BFG
21
Bleakley Financial Group
New Jersey
$1.74M -$129K -1,887 -7%
SW
22
Simplicity Wealth
New Jersey
$1.74M +$1.74M +25,394 New
SFPM
23
Sensible Financial Planning & Management
Massachusetts
$1.62M -$2.26M -32,887 -58%
AC
24
Apella Capital
Connecticut
$1.5M -$249K -3,658 -14%
VI
25
VanderPol Investments
Michigan
$1.26M +$951K +13,868 +310%
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