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Vanguard Total World Bond ETF
BNDW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
38
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25M
2
Betterment LLC
Betterment LLC
New York
$4.13M
3
Morgan Stanley
Morgan Stanley
New York
$4.69M
4
LWM
Luminvest Wealth Management
Arizona
$942K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$7.31M

Top Sellers

1
4WM
49 Wealth Management
Texas
$0
2
BPA
Beacon Pointe Advisors
California
$14.2M
3
PWM
Perigon Wealth Management
California
$0
4
MI
Moneywise Inc
Virginia
$3.72M
5
CW
CreativeOne Wealth
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25M +$8.16M +119,960 +49%
BPA
2
Beacon Pointe Advisors
California
$14.2M -$1.96M -28,773 -12%
Bank of America
3
Bank of America
North Carolina
$12.9M +$85.3K +1,254 +0.7%
TWCA
4
Two West Capital Advisors
Kansas
$10.9M +$10.9M +160,264 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.77M +$125K +1,843 +2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.31M +$659K +9,693 +10%
KA
7
Kure Advisory
Minnesota
$5.7M +$206K +3,025 +4%
Mariner
8
Mariner
Kansas
$5.49M -$677K -9,956 -11%
OWA
9
Octavia Wealth Advisors
Ohio
$4.69M +$104K +1,530 +2%
Morgan Stanley
10
Morgan Stanley
New York
$4.69M +$1.55M +22,749 +49%
AC
11
Applied Capital
Arkansas
$4.31M +$299K +4,400 +7%
Betterment LLC
12
Betterment LLC
New York
$4.13M +$4.13M +60,765 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$3.96M +$366K +5,379 +10%
PFA
14
Professional Financial Advisors
Nebraska
$3.83M +$6.46K +95 +0.2%
MI
15
Moneywise Inc
Virginia
$3.72M -$1.53M -22,521 -29%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.39M +$599K +8,815 +21%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$3.13M +$454K +6,681 +17%
RCS
18
Retirement Capital Strategies
California
$3.01M -$58.3K -858 -2%
Wells Fargo
19
Wells Fargo
California
$2.43M -$304K -4,470 -11%
VWA
20
Visionary Wealth Advisors
Illinois
$2.03M -$64.1K -942 -3%
SW
21
Simplicity Wealth
New Jersey
$1.54M -$183K -2,694 -11%
BFG
22
Bleakley Financial Group
New Jersey
$1.54M -$183K -2,694 -11%
AC
23
Apella Capital
Connecticut
$1.34M -$163K -2,396 -11%
Citadel Advisors
24
Citadel Advisors
Florida
$1.34M +$101K +1,485 +8%
VI
25
VanderPol Investments
Michigan
$1.21M -$34.6K -509 -3%
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