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Vanguard Total World Bond ETF (BNDW) Institutional Ownership

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$67.93
-0.15 (-0.22%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vanguard Total World Bond ETF (NASDAQ:BNDW)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$84.65M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$29.74M
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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
5/14/2024 CreativeOne Wealth LLC16,597$1.14M0.0%N/A0.146%
5/9/2024 Kure Advisory LLC80,805$5.54M4.7%+3.9%0.708%
5/9/2024 SageView Advisory Group LLC19,816$1.36M0.1%+119.5%0.174%
5/9/2024 Fortis Capital Advisors LLC6,502$446K0.2%-45.6%0.057%
5/8/2024 Bleakley Financial Group LLC25,394$1.74M0.1%-6.9%0.222%
5/8/2024 Heritage Wealth Advisors190,917$13.10M0.5%N/A1.672%
5/7/2024 49 Wealth Management LLC38,610$2.63M0.6%+9.9%0.338%
5/6/2024 Sensible Financial Planning & Management LLC.23,608$1.62M0.4%-58.2%0.207%
5/4/2024 Evolution Advisers Inc.996$69K0.0%+35.9%0.009%
5/4/2024 Keener Financial Planning LLC2,836$195K0.1%+6.9%0.025%
5/4/2024 Geneos Wealth Management Inc.9,202$631K0.0%-9.5%0.081%
4/30/2024 Perigon 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%
4/24/2024 Simplicity Wealth LLC25,394$1.74M0.0%N/A0.224%
4/23/2024 Charter Oak Capital Management LLC8,341$572K0.1%-31.1%0.074%
4/23/2024 Applied 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%
4/10/2024 VanderPol 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%
4/9/2024 Destiny Wealth Partners LLC10,835$743K0.1%-50.2%0.096%
4/9/2024 Mather Group LLC.680$47K0.0%N/A0.006%
3/26/2024 Napatree Capital LLC5,112$354K0.4%N/A0.048%
3/15/2024 VanderPol Investments L.L.C.4,474$310K1.1%N/A0.042%
3/6/2024 SageView Advisory Group LLC9,027$620K0.0%-13.8%0.085%
2/14/2024 Visionary Wealth Advisors59,979$4.15M0.3%-3.9%0.564%
2/13/2024 Belpointe Asset Management LLC11,958$828K0.1%-43.3%0.112%
2/12/2024 American Investment Services Inc.7,529$521K0.1%+70.6%0.071%
2/12/2024 Fortis Capital Advisors LLC11,958$828K0.4%-43.3%0.112%
2/9/2024 SageView Advisory Group LLC9,027$620K0.0%-13.8%0.085%
2/9/2024 D.A. Davidson & CO.2,919$202K0.0%-13.6%0.027%
2/9/2024 Sachetta LLC1,009$70K0.0%N/A0.009%
2/8/2024 Beacon Pointe Advisors LLC267,649$18.52M0.2%-11.3%2.515%
2/8/2024 Foundations Investment Advisors LLC7,463$515K0.0%N/A0.070%
2/7/2024 Envestnet Portfolio Solutions Inc.3,954$274K0.0%-8.8%0.037%
2/7/2024 Acorn Wealth Advisors LLC4,971$344K0.2%-3.6%0.047%
2/7/2024 Bogart Wealth LLC423$29K0.0%N/A0.004%
2/6/2024 National Bank of Canada FI385$27K0.0%-38.9%0.004%
2/2/2024 Truist Financial Corp24,962$1.73M0.0%+1.8%0.235%
2/2/2024 Atria Wealth Solutions Inc.13,665$946K0.0%+2.9%0.128%
2/2/2024 Sensible Financial Planning & Management LLC.56,495$3.91M0.9%+387.9%0.531%
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2/1/2024 Capital Investment Advisory Services LLC420$29K0.0%N/A0.004%
1/31/2024 Opes Wealth Management LLC4,915$340K0.1%-4.2%0.046%
1/30/2024 Octavia Wealth Advisors LLC116,616$8.07M1.4%+1.8%1.096%
1/29/2024 Moneywise Inc.126,864$8.78M5.0%-4.4%1.192%
1/29/2024Simplicity Solutions LLC27,281$1.89M0.1%N/A0.256%
1/29/2024Baystate Wealth Management LLC44,766$3.10M0.2%-27.5%0.421%
1/29/2024 Perigon Wealth Management LLC25,648$1.78M0.1%+3.6%0.241%
1/26/2024 Charter Oak Capital Management LLC12,113$838K0.1%-49.7%0.114%
1/26/2024 Geneos Wealth Management Inc.10,167$704K0.0%-17.1%0.096%
1/26/2024 Keener Financial Planning LLC2,653$184K0.1%N/A0.025%
1/25/2024 International Assets Investment Management LLC41,526$2.87M0.0%N/A0.390%
1/25/2024 Bleakley Financial Group LLC27,281$1.89M0.1%N/A0.256%
1/24/2024 International Assets Investment Management LLC41,526$2.87M0.0%N/A0.390%
1/19/2024 AdvisorNet Financial Inc25,396$1.76M0.2%+4.8%0.239%
1/19/2024 Destiny Wealth Partners LLC21,750$1.49M0.3%-13.9%0.204%
1/18/2024 Sage Financial Group Inc.5,737$397K0.0%+26.0%0.054%
1/18/2024 Professional Financial Advisors LLC36,140$2.50M0.8%+3.3%0.340%
1/16/2024 Raymond James Financial Services Advisors Inc.8,611$596K0.0%-89.1%0.081%
1/12/2024 Kure Advisory LLC77,783$5.38M2.8%+7.7%0.731%
1/10/2024 Creative Financial Designs Inc. ADV4,112$285K0.0%-96.4%0.039%
1/5/2024 Apella Capital LLC25,658$1.76M0.1%+212.5%0.245%
12/6/2023 Citigroup Inc.750$50K0.0%-57.1%0.007%
11/30/2023 Modera Wealth Management LLC1,996$132K0.0%-52.2%0.020%
11/16/2023 Belpointe Asset Management LLC21,104$1.40M0.1%-7.8%0.209%
11/15/2023 Mercer Global Advisors Inc. ADV56,157$3.73M0.0%+7.2%0.557%
11/15/2023 Lido Advisors LLC10,970$728K0.0%-22.2%0.109%
11/13/2023 Mariner LLC54,428$3.61M0.0%+2.8%0.539%
11/13/2023 Visionary Wealth Advisors62,424$4.14M0.3%-2.3%0.619%
11/13/2023 Envestnet Asset Management Inc.270,484$17.94M0.0%+77.2%2.681%
11/13/2023 Envestnet Portfolio Solutions Inc.4,337$288K0.0%N/A0.043%
11/8/2023 Atria Wealth Solutions Inc.13,278$881K0.0%+4.1%0.132%
11/3/2023 SageView Advisory Group LLC10,475$695K0.0%-26.0%0.104%
11/3/2023 Opes Wealth Management LLC5,130$340K0.1%+19.3%0.051%
11/1/2023 Stonehage Fleming Financial Services Holdings Ltd5,015$333K0.0%-13.1%0.050%
10/31/2023 Allworth Financial LP1,051$70K0.0%-47.7%0.010%
10/30/2023 Perigon Wealth Management LLC24,760$1.64M0.1%+1.4%0.245%
10/30/2023 Octavia Wealth Advisors LLC114,513$7.60M1.5%+3.0%1.135%
10/27/2023 Sensible Financial Planning & Management LLC.11,579$768K0.2%-55.3%0.115%
10/26/2023 Alpha Financial Advisors LLC6,042$401K0.3%+7.6%0.060%
10/26/2023Baystate Wealth Management LLC61,748$4.10M0.3%+14.5%0.612%
10/25/2023 Professional Financial Advisors LLC34,973$2.32M1.0%N/A0.347%
10/24/2023 Kure Advisory LLC72,202$4.79M2.7%N/A0.716%
10/24/2023 Raymond James Financial Services Advisors Inc.78,935$5.24M0.0%+3.7%0.782%
10/23/2023 Moneywise Inc.132,639$8.80M5.5%+6.6%1.315%
10/23/2023Commonwealth Equity Services LLC8,933$593K0.0%-8.9%0.089%
10/20/2023 Evolution Advisers Inc.615$40K0.0%+36.7%0.006%
10/17/2023 Alhambra Investment Partners LLC9,553$634K0.4%+86.3%0.095%
10/17/2023 Avior Wealth Management LLC1,483$98K0.0%+84.2%0.015%
10/16/2023 Applied Capital LLC50,932$3.38M2.1%-8.6%0.505%
10/12/2023 AdvisorNet Financial Inc24,235$1.61M0.1%+15.3%0.240%
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10/12/2023 Sage Financial Group Inc.4,552$302K0.0%+6.1%0.045%
10/11/2023 Geneos Wealth Management Inc.12,262$813K0.0%+168.7%0.122%
10/10/2023 Destiny Wealth Partners LLC25,249$1.68M0.3%+25.2%0.250%
10/10/2023 Apella Capital LLC8,211$545K0.0%-10.7%0.081%
10/5/2023 Charter Oak Capital Management LLC24,100$1.60M0.2%-50.8%0.241%
9/26/2023 DecisionPoint Financial LLC1,884$129K0.1%-72.5%0.020%
9/21/2023Baystate Wealth Management LLC53,943$3.69M0.3%+8.8%0.558%
8/15/2023 Beacon Pointe Advisors LLC231,895$15.87M0.3%+51.5%2.401%
8/11/2023 SageView Advisory Group LLC14,158$969K0.1%-8.8%0.147%
8/11/2023 Visionary Wealth Advisors63,910$4.37M0.4%-2.7%0.662%
(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, 110 institutional investors and hedge funds held shares of Vanguard Total World Bond ETF. The most heavily invested institutionals were Beacon Pointe Advisors LLC ($18.52M), Envestnet Asset Management Inc. ($17.94M), Heritage Wealth Advisors ($13.10M), Moneywise Inc. ($8.78M), Royal Bank of Canada ($8.13M), Octavia Wealth Advisors LLC ($8.07M), and Walker Asset Management LLC ($6.99M).Learn more on BNDW's institutional investors.

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

Of the 83 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: Walker Asset Management LLC ($196.32K), Heritage Wealth Advisors ($190.92K), Charter Oak Capital Management LLC ($172.71K), Envestnet Asset Management Inc. ($136.87K), Wealth Enhancement Advisory Services LLC ($118.94K), Octavia Wealth Advisors LLC ($116.62K), and Creative Financial Designs Inc. ADV ($110.78K).

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

Institutional investors have bought a total of 2,284,720 shares in the last 24 months. This purchase volume represents approximately $229.47M in transactions.

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

Of the 54 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 ($282.95K), Charter Oak Capital Management LLC ($164.37K), Destiny Wealth Partners LLC ($119.55K), Creative Financial Designs Inc. ADV ($111.14K), Raymond James Financial Services Advisors Inc. ($70.32K), Private Advisor Group LLC ($56.60K), and Professional Financial Advisors LLC ($52.79K).

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

Institutional investors have sold a total of 1,207,871 shares in the last 24 months. This volume of shares sold represents approximately $135.87M in transactions.


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This page (NASDAQ:BNDW) was last updated on 5/19/2024 by MarketBeat.com Staff

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