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Vanguard Total World Bond ETF (BNDW) Institutional Ownership

Vanguard Total World Bond ETF logo
$68.09 +0.06 (+0.09%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Total World Bond ETF (NASDAQ:BNDW)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$59.15M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$19.77M
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BNDW Institutional Buying and Selling by Quarter

Vanguard Total World Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Alhambra Investment Management LLC41,628$2.84M1.5%+45.1%0.254%
1/14/2025 Professional Financial Advisors LLC61,621$4.20M1.1%+1.5%0.375%
1/13/2025 Eagle Bay Advisors LLC17,624$1.20M0.8%N/A0.107%
1/8/2025 Private Client Services LLC4,011$274K0.1%-10.7%0.032%
1/6/2025 Kings Path Partners LLC15,178$1.04M0.4%+27.6%0.121%
11/15/2024MML Investors Services LLC6,690$472K0.0%+3.3%0.056%
11/15/2024Jane Street Group LLC8,081$571K0.0%-47.3%0.068%
11/14/2024CreativeOne Wealth LLC3,916$276K0.0%N/A0.033%
11/12/2024Nwam LLC2,967$209K0.0%N/A0.025%
11/7/2024Thrivent Financial for Lutherans49,603$3.50M0.0%+7.7%0.418%
11/2/202417 Capital Partners LLC8,029$567K0.4%+16.4%0.068%
10/29/2024Opes Wealth Management LLC6,125$432K0.1%+4.4%0.052%
10/29/2024Farther Finance Advisors LLC1,278$90K0.0%N/A0.011%
10/28/2024Sensible Financial Planning & Management LLC.14,227$1.01M0.2%+13.6%0.120%
10/25/2024Valmark Advisers Inc.6,165$435K0.0%+6.0%0.052%
10/24/2024Inscription Capital LLC8,524$602K0.1%-7.9%0.072%
10/24/2024 Wealth Enhancement Advisory Services LLC123,458$8.72M0.0%+14.9%1.041%
10/22/2024 International Assets Investment Management LLC39,574$2.79M0.0%+39,474.0%0.334%
10/21/2024Moneywise Inc.25,880$1.83M0.9%-52.7%0.218%
10/21/2024Foundations Investment Advisors LLC13,456$950K0.0%+14.6%0.113%
10/19/2024Keener Financial Planning LLC2,638$186K0.1%-9.6%0.022%
10/16/2024Bleakley Financial Group LLC22,972$1.62M0.0%+1.2%0.194%
10/10/2024 Professional Financial Advisors LLC60,736$4.29M1.1%+7.8%0.512%
10/10/2024 Kings Path Partners LLC11,898$840K0.4%+6.0%0.100%
10/10/2024Octavia Wealth Advisors LLC3,127$221K0.0%-95.5%0.026%
10/8/2024Kure Advisory LLC84,974$6M5.4%+1.4%0.716%
10/3/2024 Private Client Services LLC4,492$317K0.2%+46.4%0.039%
8/16/2024Creative Planning13,001$884K0.0%+20.6%0.109%
8/14/2024American Investment Services Inc.7,979$543K0.1%+4.4%0.067%
8/13/2024Thrivent Financial for Lutherans46,045$3.13M0.0%+17.0%0.384%
8/13/2024Benjamin F. Edwards & Company Inc.1,297$88K0.0%+15.5%0.011%
8/12/2024Mercer Global Advisors Inc. ADV58,203$3.96M0.0%+10.2%0.486%
8/8/2024Envestnet Asset Management Inc.367,158$24.97M0.0%+48.5%3.065%
8/6/2024Opes Wealth Management LLC5,865$399K0.1%-30.7%0.049%
8/2/2024Foundations Investment Advisors LLC11,738$798K0.0%+40.3%0.098%
8/2/2024Fortis Capital Advisors LLC5,012$341K0.1%-22.9%0.042%
8/2/2024Octavia Wealth Advisors LLC69,039$4.70M0.6%+2.3%0.576%
8/1/2024Valmark Advisers Inc.5,815$395K0.0%+85.1%0.049%
7/31/2024Commonwealth Equity Services LLC11,077$753K0.0%+6.5%0.092%
7/30/2024 Kings Path Partners LLC11,220$763K0.4%N/A0.094%
7/29/2024 Private Client Services LLC3,069$209K0.1%N/A0.026%
7/27/2024Evolution Advisers Inc.1,374$93K0.1%+38.0%0.011%
7/25/2024Destiny Wealth Partners LLC11,235$764K0.1%+3.7%0.094%
7/24/2024Charter Oak Capital Management LLC7,317$498K0.1%-12.3%0.061%
7/23/2024Alpha Financial Advisors LLC4,736$322K0.2%-3.3%0.040%
7/20/2024Continuum Advisory LLC787$54K0.0%N/A0.007%
7/19/2024Sensible Financial Planning & Management LLC.12,522$851K0.2%-47.0%0.105%
7/18/202417 Capital Partners LLC6,895$469K0.3%N/A0.058%
7/16/2024Envestnet Portfolio Solutions Inc.7,168$487K0.0%+77.7%0.060%
7/16/2024 Wealth Enhancement Advisory Services LLC107,430$7.31M0.0%+9.9%0.897%
7/16/2024Kure Advisory LLC83,830$5.70M4.7%+3.7%0.700%
7/16/2024 Alhambra Investment Management LLC11,134$757K0.4%+12.1%0.093%
7/11/2024VanderPol Investments L.L.C.17,833$1.21M3.7%-2.8%0.149%
7/10/2024Simplicity Wealth LLC22,700$1.54M0.0%-10.6%0.189%
7/10/2024 Apella Capital LLC19,604$1.34M0.1%-10.9%0.164%
5/14/2024CreativeOne Wealth LLC16,597$1.14M0.0%N/A0.146%
5/9/2024Kure Advisory LLC80,805$5.54M4.7%+3.9%0.708%
5/9/2024SageView Advisory Group LLC19,816$1.36M0.1%+119.5%0.174%
5/9/2024Fortis Capital Advisors LLC6,502$446K0.2%-45.6%0.057%
5/8/2024Bleakley Financial Group LLC25,394$1.74M0.1%-6.9%0.222%
5/8/2024Heritage Wealth Advisors190,917$13.10M0.5%N/A1.672%
5/7/202449 Wealth Management LLC38,610$2.63M0.6%+9.9%0.338%
5/6/2024Sensible Financial Planning & Management LLC.23,608$1.62M0.4%-58.2%0.207%
5/4/2024Evolution Advisers Inc.996$69K0.0%+35.9%0.009%
5/4/2024Keener Financial Planning LLC2,836$195K0.1%+6.9%0.025%
5/4/2024Geneos Wealth Management Inc.9,202$631K0.0%-9.5%0.081%
4/30/2024Perigon Wealth Management LLC26,507$1.82M0.1%+3.3%0.234%
4/25/2024 Professional Financial Advisors LLC56,248$3.86M1.1%+55.6%0.496%
4/24/2024Simplicity Wealth LLC25,394$1.74M0.0%N/A0.224%
4/23/2024Charter Oak Capital Management LLC8,341$572K0.1%-31.1%0.074%
4/23/2024Applied Capital LLC59,015$4.05M2.4%+16.2%0.521%
4/16/2024 Wealth Enhancement Advisory Services LLC97,737$6.71M0.0%+117.1%0.863%
4/10/2024VanderPol Investments L.L.C.18,342$1.26M3.6%+310.0%0.162%
4/10/2024 Apella Capital LLC22,000$1.50M0.1%-14.3%0.194%
4/9/2024Destiny Wealth Partners LLC10,835$743K0.1%-50.2%0.096%
4/9/2024Mather Group LLC.680$47K0.0%N/A0.006%
3/26/2024Napatree Capital LLC5,112$354K0.4%N/A0.048%
3/15/2024VanderPol Investments L.L.C.4,474$310K1.1%N/A0.042%
3/6/2024SageView Advisory Group LLC9,027$620K0.0%-13.8%0.085%
2/14/2024Visionary Wealth Advisors59,979$4.15M0.3%-3.9%0.564%
2/13/2024Belpointe Asset Management LLC11,958$828K0.1%-43.3%0.112%
2/12/2024American Investment Services Inc.7,529$521K0.1%+70.6%0.071%
2/12/2024Fortis Capital Advisors LLC11,958$828K0.4%-43.3%0.112%
2/9/2024SageView Advisory Group LLC9,027$620K0.0%-13.8%0.085%
2/9/2024D.A. Davidson & CO.2,919$202K0.0%-13.6%0.027%
2/9/2024Sachetta LLC1,009$70K0.0%N/A0.009%
2/8/2024Beacon Pointe Advisors LLC267,649$18.52M0.2%-11.3%2.515%
2/8/2024Foundations Investment Advisors LLC7,463$515K0.0%N/A0.070%
2/7/2024Envestnet Portfolio Solutions Inc.3,954$274K0.0%-8.8%0.037%
2/7/2024Acorn Wealth Advisors LLC4,971$344K0.2%-3.6%0.047%
2/7/2024Bogart Wealth LLC423$29K0.0%N/A0.004%
2/6/2024National Bank of Canada FI385$27K0.0%-38.9%0.004%
2/2/2024Truist Financial Corp24,962$1.73M0.0%+1.8%0.235%
2/2/2024Atria Wealth Solutions Inc.13,665$946K0.0%+2.9%0.128%
2/2/2024Sensible Financial Planning & Management LLC.56,495$3.91M0.9%+387.9%0.531%
2/1/2024Capital Investment Advisory Services LLC420$29K0.0%N/A0.004%
1/31/2024Opes Wealth Management LLC4,915$340K0.1%-4.2%0.046%
1/30/2024Octavia Wealth Advisors LLC116,616$8.07M1.4%+1.8%1.096%
1/29/2024Moneywise Inc.126,864$8.78M5.0%-4.4%1.192%
1/29/2024Simplicity Solutions LLC27,281$1.89M0.1%N/A0.256%
(Data available from 1/1/2016 forward)

BNDW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BNDW shares?

During the previous two years, 96 institutional investors and hedge funds held shares of Vanguard Total World Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($24.97M), Beacon Pointe Advisors LLC ($18.52M), Heritage Wealth Advisors ($13.10M), Wealth Enhancement Advisory Services LLC ($8.72M), Kure Advisory LLC ($6M), Professional Financial Advisors LLC ($4.20M), and Apollon Wealth Management LLC ($4.16M).Learn more on BNDW's institutional investors.

Which institutional investors have been buying Vanguard Total World Bond ETF stock?

Of the 76 institutional investors that purchased Vanguard Total World Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($240.92K), Heritage Wealth Advisors ($190.92K), Wealth Enhancement Advisory Services LLC ($144.66K), International Assets Investment Management LLC ($123.54K), Creative Financial Designs Inc. ADV ($110.78K), Kure Advisory LLC ($84.97K), and Raymond James Financial Services Advisors Inc. ($78.94K).

How much institutional buying is happening at Vanguard Total World Bond ETF?

Institutional investors have bought a total of 1,853,939 shares in the last 24 months. This purchase volume represents approximately $148.51M in transactions.

Which Vanguard Total World Bond ETF major shareholders have been selling company stock?

Of the 48 institutional investors that sold Vanguard Total World Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($169.41K), Charter Oak Capital Management LLC ($116.46K), Creative Financial Designs Inc. ADV ($111.14K), Destiny Wealth Partners LLC ($107.72K), Raymond James Financial Services Advisors Inc. ($70.32K), Octavia Wealth Advisors LLC ($65.91K), and Sensible Financial Planning & Management LLC. ($58.28K).

How much institutional selling is happening at Vanguard Total World Bond ETF?

Institutional investors have sold a total of 938,985 shares in the last 24 months. This volume of shares sold represents approximately $90.38M in transactions.


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This page (NASDAQ:BNDW) was last updated on 1/18/2025 by MarketBeat.com Staff
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