Vanguard Total World Bond ETF
BNDW
97 hedge funds and large institutions have $162M invested in Vanguard Total World Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 10 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 26
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more capital invested
Capital invested by funds: $146M → $162M (+$16.5M)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1.11% more ownership
Funds ownership: 18.85% → 19.95% (+1.1%)
0% more funds holding
Funds holding: 97 → 97 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.13M |
| 2 |
Betterment LLC
New York
|
+$4.12M |
| 3 |
Morgan Stanley
New York
|
+$1.54M |
| 4 |
LWM
Luminvest Wealth Management
Scottsdale,
Arizona
|
+$939K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
-$2.63M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.95M |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$1.82M |
| 4 |
MI
Moneywise Inc
Forest,
Virginia
|
-$1.53M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.14M |
BNDW Hedge Fund Activity: Q2 2024 in Review
97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q2 2024, worth a combined $162M — up 11% from $146M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BNDW positions and 10 closed out — a net gain of 1 holder — while 38 added to existing stakes and 26 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $8.13M. The largest seller was 49 Wealth Management, exiting entirely with an estimated $2.63M sold.
- 97 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $162M of Vanguard Total World Bond ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 11 funds opened new Vanguard Total World Bond ETF positions in Q2 2024 and 10 closed out, a net change of +1 holder.
- The largest Vanguard Total World Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $8.13M added.
- The largest Vanguard Total World Bond ETF seller in Q2 2024 was 49 Wealth Management, an estimated $2.63M sold.
Based on aggregated 13F filings for Q2 2024.