BNDW icon

Vanguard Total World Bond ETF
BNDW

Overview Fund Activity

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
Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.42%
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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$162M
2
AllianceBernstein
AllianceBernstein
Tennessee
$85.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$9.33M
4
CGPCS
Capital Group Private Client Services
California
$2.78M
5
OMC
Old Mission Capital
Illinois
$2.36M

Top Sellers

1
TWCA
Two West Capital Advisors
Kansas
$12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.25M
3
Bank of America
Bank of America
North Carolina
$11.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$21.5M
5
Betterment LLC
Betterment LLC
New York
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$162M +$159M +2,330,200 +4,943%
AllianceBernstein
2
AllianceBernstein
Tennessee
$85.5M +$85.5M +1,253,716 New
AFO
3
Aurelius Family Office
New Hampshire
$21.6M +$21.6M +317,296 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.5M -$1.9M -27,895 -8%
BPA
5
Beacon Pointe Advisors
California
$13.3M +$122K +1,795 +0.9%
TWCA
6
Two West Capital Advisors
Kansas
$12M -$3.82M -56,062 -24%
Bank of America
7
Bank of America
North Carolina
$11.4M -$2.1M -30,865 -16%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$9.33M +$5.4M +79,133 +137%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$8.6M +$180K +2,637 +2%
Mariner
10
Mariner
Kansas
$5.53M -$78.3K -1,148 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.25M -$2.49M -36,454 -32%
AC
12
Applied Capital
Arkansas
$4.87M +$236K +3,466 +5%
Wells Fargo
13
Wells Fargo
California
$4.77M +$1.64M +24,094 +53%
PFA
14
Professional Financial Advisors
Nebraska
$4.2M +$60.3K +885 +1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$3.24M -$160K -2,338 -5%
LPL Financial
16
LPL Financial
California
$2.85M +$1.36M +19,975 +92%
AIM
17
Alhambra Investment Management
Florida
$2.84M +$883K +12,944 +45%
FPWM
18
Five Pine Wealth Management
Idaho
$2.79M +$2.79M +40,913 New
CGPCS
19
Capital Group Private Client Services
California
$2.78M +$2.78M +40,775 New
OMC
20
Old Mission Capital
Illinois
$2.36M +$2.36M +34,562 New
Betterment LLC
21
Betterment LLC
New York
$2.25M -$1.88M -27,587 -46%
VWA
22
Visionary Wealth Advisors
Illinois
$2.04M +$16.6K +243 +0.8%
SFPM
23
Sensible Financial Planning & Management
Massachusetts
$1.76M +$791K +11,602 +82%
BFG
24
Bleakley Financial Group
New Jersey
$1.62M +$52K +762 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.57M +$99.4K +1,457 +7%
1
2 3 4 5