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Vanguard Total World Bond ETF

107 hedge funds and large institutions have $428M invested in Vanguard Total World Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

167% more capital invested

Capital invested by funds: $160M → $428M (+$268M)

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

19.32% more ownership

Funds ownership: 19.51%38.82% (+19%)

14% more funds holding

Funds holding: 94107 (+13)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
38
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$162M +$162M +2,330,200 +4,943%
AllianceBernstein
2
AllianceBernstein
Tennessee
$85.5M +$87M +1,253,716 New
AFO
3
Aurelius Family Office
New Hampshire
$21.6M +$22M +317,296 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.5M -$1.94M -27,895 -8%
BPA
5
Beacon Pointe Advisors
California
$13.3M +$125K +1,795 +0.9%
TWCA
6
Two West Capital Advisors
Kansas
$12M -$3.89M -56,062 -24%
Bank of America
7
Bank of America
North Carolina
$11.4M -$2.14M -30,865 -16%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$9.33M +$5.49M +79,133 +137%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$8.6M +$183K +2,637 +2%
Mariner
10
Mariner
Kansas
$5.53M -$79.7K -1,148 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.25M -$2.53M -36,454 -32%
AC
12
Applied Capital
Arkansas
$4.87M +$241K +3,466 +5%
Wells Fargo
13
Wells Fargo
California
$4.77M +$1.67M +24,094 +53%
PFA
14
Professional Financial Advisors
Nebraska
$4.2M +$61.4K +885 +1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$3.24M -$162K -2,338 -5%
LPL Financial
16
LPL Financial
California
$2.85M +$1.39M +19,975 +92%
AIM
17
Alhambra Investment Management
Florida
$2.84M +$899K +12,944 +45%
FPWM
18
Five Pine Wealth Management
Idaho
$2.79M +$2.84M +40,913 New
CGPCS
19
Capital Group Private Client Services
California
$2.78M +$2.83M +40,775 New
OMC
20
Old Mission Capital
Illinois
$2.36M +$2.4M +34,562 New
Betterment LLC
21
Betterment LLC
New York
$2.25M -$1.92M -27,587 -46%
VWA
22
Visionary Wealth Advisors
Illinois
$2.04M +$16.9K +243 +0.8%
SFPM
23
Sensible Financial Planning & Management
Massachusetts
$1.76M +$806K +11,602 +82%
BFG
24
Bleakley Financial Group
New Jersey
$1.62M +$52.9K +762 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.57M +$101K +1,457 +7%

BNDW Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Bond ETF (BNDW) for Q4 2024, worth a combined $428M — up 167% from $160M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BNDW positions and 8 closed out — a net gain of 16 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $162M. The largest seller was Two West Capital Advisors, cutting an estimated $3.89M.

  • 107 institutional investors held Vanguard Total World Bond ETF (BNDW) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $428M of Vanguard Total World Bond ETF stock for Q4 2024, up 167% quarter-over-quarter.
  • 24 funds opened new Vanguard Total World Bond ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
  • The largest Vanguard Total World Bond ETF buyer in Q4 2024 was Morgan Stanley, an estimated $162M added.
  • The largest Vanguard Total World Bond ETF seller in Q4 2024 was Two West Capital Advisors, an estimated $3.89M sold.

Based on aggregated 13F filings for Q4 2024.