Vanguard Total World Bond ETF (BNDW) Institutional Ownership

$70.48

+0.11 (+0.16%)

(As of 04:31 PM ET)

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Number of Institutional Buyers (last 12 months): 53
Total Institutional Inflows (last 12 months): $71.59M

Number of Institutional Sellers (last 12 months): 31
Total Institutional Outflows (last 12 months): $29.40M

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BNDW Institutional Buying and Selling by Quarter

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Vanguard Total World Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/16/2024	Creative Planning	13,001	$884K	0.0%	+20.6%	0.109%
8/14/2024	American Investment Services Inc.	7,979	$543K	0.1%	+4.4%	0.067%
8/13/2024	Thrivent Financial for Lutherans	46,045	$3.13M	0.0%	+17.0%	0.384%
8/13/2024	Benjamin F. Edwards & Company Inc.	1,297	$88K	0.0%	+15.5%	0.011%
8/12/2024	Mercer Global Advisors Inc. ADV	58,203	$3.96M	0.0%	+10.2%	0.486%
8/8/2024	Envestnet Asset Management Inc.	367,158	$24.97M	0.0%	+48.5%	3.065%
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8/6/2024	Opes Wealth Management LLC	5,865	$399K	0.1%	-30.7%	0.049%
8/2/2024	Foundations Investment Advisors LLC	11,738	$798K	0.0%	+40.3%	0.098%
8/2/2024	Fortis Capital Advisors LLC	5,012	$341K	0.1%	-22.9%	0.042%
8/2/2024	Octavia Wealth Advisors LLC	69,039	$4.70M	0.6%	+2.3%	0.576%
8/1/2024	Valmark Advisers Inc.	5,815	$395K	0.0%	+85.1%	0.049%
7/31/2024	Commonwealth Equity Services LLC	11,077	$753K	0.0%	+6.5%	0.092%
7/30/2024	Kings Path Partners LLC	11,220	$763K	0.4%	N/A	0.094%
7/29/2024	Private Client Services LLC	3,069	$209K	0.1%	N/A	0.026%
7/27/2024	Evolution Advisers Inc.	1,374	$93K	0.1%	+38.0%	0.011%
7/25/2024	Destiny Wealth Partners LLC	11,235	$764K	0.1%	+3.7%	0.094%
7/24/2024	Charter Oak Capital Management LLC	7,317	$498K	0.1%	-12.3%	0.061%
7/23/2024	Alpha Financial Advisors LLC	4,736	$322K	0.2%	-3.3%	0.040%
7/20/2024	Continuum Advisory LLC	787	$54K	0.0%	N/A	0.007%
7/19/2024	Sensible Financial Planning & Management LLC.	12,522	$851K	0.2%	-47.0%	0.105%
7/18/2024	17 Capital Partners LLC	6,895	$469K	0.3%	N/A	0.058%
7/16/2024	Envestnet Portfolio Solutions Inc.	7,168	$487K	0.0%	+77.7%	0.060%
7/16/2024	Wealth Enhancement Advisory Services LLC	107,430	$7.31M	0.0%	+9.9%	0.897%
7/16/2024	Kure Advisory LLC	83,830	$5.70M	4.7%	+3.7%	0.700%
7/16/2024	Alhambra Investment Management LLC	11,134	$757K	0.4%	+12.1%	0.093%
7/11/2024	VanderPol Investments L.L.C.	17,833	$1.21M	3.7%	-2.8%	0.149%
7/10/2024	Simplicity Wealth LLC	22,700	$1.54M	0.0%	-10.6%	0.189%
7/10/2024	Apella Capital LLC	19,604	$1.34M	0.1%	-10.9%	0.164%
5/14/2024	CreativeOne Wealth LLC	16,597	$1.14M	0.0%	N/A	0.146%
5/9/2024	Kure Advisory LLC	80,805	$5.54M	4.7%	+3.9%	0.708%
5/9/2024	SageView Advisory Group LLC	19,816	$1.36M	0.1%	+119.5%	0.174%
5/9/2024	Fortis Capital Advisors LLC	6,502	$446K	0.2%	-45.6%	0.057%
5/8/2024	Bleakley Financial Group LLC	25,394	$1.74M	0.1%	-6.9%	0.222%
5/8/2024	Heritage Wealth Advisors	190,917	$13.10M	0.5%	N/A	1.672%
5/7/2024	49 Wealth Management LLC	38,610	$2.63M	0.6%	+9.9%	0.338%
5/6/2024	Sensible Financial Planning & Management LLC.	23,608	$1.62M	0.4%	-58.2%	0.207%
5/4/2024	Evolution Advisers Inc.	996	$69K	0.0%	+35.9%	0.009%
5/4/2024	Keener Financial Planning LLC	2,836	$195K	0.1%	+6.9%	0.025%
5/4/2024	Geneos Wealth Management Inc.	9,202	$631K	0.0%	-9.5%	0.081%
4/30/2024	Perigon Wealth Management LLC	26,507	$1.82M	0.1%	+3.3%	0.234%
‘Wheels Are Falling Off’ the U.S. Stock Market (Ad) "Wheels Are Falling Off" The U.S. Stock Market Today, analyst Dan Ferris is back issuing a new warning. He says what's coming next to the U.S. economy could be much worse than anything he's predicted before. And this time, he says, "The trouble is coming straight for Nvidia and the AI market." Click here to see why.
4/25/2024	Professional Financial Advisors LLC	56,248	$3.86M	1.1%	+55.6%	0.496%
4/24/2024	Simplicity Wealth LLC	25,394	$1.74M	0.0%	N/A	0.224%
4/23/2024	Charter Oak Capital Management LLC	8,341	$572K	0.1%	-31.1%	0.074%
4/23/2024	Applied Capital LLC	59,015	$4.05M	2.4%	+16.2%	0.521%
4/16/2024	Wealth Enhancement Advisory Services LLC	97,737	$6.71M	0.0%	+117.1%	0.863%
4/10/2024	VanderPol Investments L.L.C.	18,342	$1.26M	3.6%	+310.0%	0.162%
4/10/2024	Apella Capital LLC	22,000	$1.50M	0.1%	-14.3%	0.194%
4/9/2024	Destiny Wealth Partners LLC	10,835	$743K	0.1%	-50.2%	0.096%
4/9/2024	Mather Group LLC.	680	$47K	0.0%	N/A	0.006%
3/26/2024	Napatree Capital LLC	5,112	$354K	0.4%	N/A	0.048%
3/15/2024	VanderPol Investments L.L.C.	4,474	$310K	1.1%	N/A	0.042%
3/6/2024	SageView Advisory Group LLC	9,027	$620K	0.0%	-13.8%	0.085%
2/14/2024	Visionary Wealth Advisors	59,979	$4.15M	0.3%	-3.9%	0.564%
2/13/2024	Belpointe Asset Management LLC	11,958	$828K	0.1%	-43.3%	0.112%
2/12/2024	American Investment Services Inc.	7,529	$521K	0.1%	+70.6%	0.071%
2/12/2024	Fortis Capital Advisors LLC	11,958	$828K	0.4%	-43.3%	0.112%
2/9/2024	SageView Advisory Group LLC	9,027	$620K	0.0%	-13.8%	0.085%
2/9/2024	D.A. Davidson & CO.	2,919	$202K	0.0%	-13.6%	0.027%
2/9/2024	Sachetta LLC	1,009	$70K	0.0%	N/A	0.009%
2/8/2024	Beacon Pointe Advisors LLC	267,649	$18.52M	0.2%	-11.3%	2.515%
2/8/2024	Foundations Investment Advisors LLC	7,463	$515K	0.0%	N/A	0.070%
2/7/2024	Envestnet Portfolio Solutions Inc.	3,954	$274K	0.0%	-8.8%	0.037%
2/7/2024	Acorn Wealth Advisors LLC	4,971	$344K	0.2%	-3.6%	0.047%
2/7/2024	Bogart Wealth LLC	423	$29K	0.0%	N/A	0.004%
2/6/2024	National Bank of Canada FI	385	$27K	0.0%	-38.9%	0.004%
2/2/2024	Truist Financial Corp	24,962	$1.73M	0.0%	+1.8%	0.235%
2/2/2024	Atria Wealth Solutions Inc.	13,665	$946K	0.0%	+2.9%	0.128%
2/2/2024	Sensible Financial Planning & Management LLC.	56,495	$3.91M	0.9%	+387.9%	0.531%
2/1/2024	Capital Investment Advisory Services LLC	420	$29K	0.0%	N/A	0.004%
1/31/2024	Opes Wealth Management LLC	4,915	$340K	0.1%	-4.2%	0.046%
1/30/2024	Octavia Wealth Advisors LLC	116,616	$8.07M	1.4%	+1.8%	1.096%
1/29/2024	Moneywise Inc.	126,864	$8.78M	5.0%	-4.4%	1.192%
1/29/2024	Simplicity Solutions LLC	27,281	$1.89M	0.1%	N/A	0.256%
1/29/2024	Baystate Wealth Management LLC	44,766	$3.10M	0.2%	-27.5%	0.421%
1/29/2024	Perigon Wealth Management LLC	25,648	$1.78M	0.1%	+3.6%	0.241%
1/26/2024	Charter Oak Capital Management LLC	12,113	$838K	0.1%	-49.7%	0.114%
1/26/2024	Geneos Wealth Management Inc.	10,167	$704K	0.0%	-17.1%	0.096%
1/26/2024	Keener Financial Planning LLC	2,653	$184K	0.1%	N/A	0.025%
1/25/2024	International Assets Investment Management LLC	41,526	$2.87M	0.0%	N/A	0.390%
1/25/2024	Bleakley Financial Group LLC	27,281	$1.89M	0.1%	N/A	0.256%
1/24/2024	International Assets Investment Management LLC	41,526	$2.87M	0.0%	N/A	0.390%
1/19/2024	AdvisorNet Financial Inc	25,396	$1.76M	0.2%	+4.8%	0.239%
1/19/2024	Destiny Wealth Partners LLC	21,750	$1.49M	0.3%	-13.9%	0.204%
1/18/2024	Sage Financial Group Inc.	5,737	$397K	0.0%	+26.0%	0.054%
1/18/2024	Professional Financial Advisors LLC	36,140	$2.50M	0.8%	+3.3%	0.340%
1/16/2024	Raymond James Financial Services Advisors Inc.	8,611	$596K	0.0%	-89.1%	0.081%
1/12/2024	Kure Advisory LLC	77,783	$5.38M	2.8%	+7.7%	0.731%
1/10/2024	Creative Financial Designs Inc. ADV	4,112	$285K	0.0%	-96.4%	0.039%
1/5/2024	Apella Capital LLC	25,658	$1.76M	0.1%	+212.5%	0.245%
12/6/2023	Citigroup Inc.	750	$50K	0.0%	-57.1%	0.007%
‘Wheels Are Falling Off’ the U.S. Stock Market (Ad) "Wheels Are Falling Off" The U.S. Stock Market Today, analyst Dan Ferris is back issuing a new warning. He says what's coming next to the U.S. economy could be much worse than anything he's predicted before. And this time, he says, "The trouble is coming straight for Nvidia and the AI market." Click here to see why.
11/30/2023	Modera Wealth Management LLC	1,996	$132K	0.0%	-52.2%	0.020%
11/16/2023	Belpointe Asset Management LLC	21,104	$1.40M	0.1%	-7.8%	0.209%
11/15/2023	Mercer Global Advisors Inc. ADV	56,157	$3.73M	0.0%	+7.2%	0.557%
11/15/2023	Lido Advisors LLC	10,970	$728K	0.0%	-22.2%	0.109%
11/13/2023	Mariner LLC	54,428	$3.61M	0.0%	+2.8%	0.539%
11/13/2023	Visionary Wealth Advisors	62,424	$4.14M	0.3%	-2.3%	0.619%
11/13/2023	Envestnet Asset Management Inc.	270,484	$17.94M	0.0%	+77.2%	2.681%
11/13/2023	Envestnet Portfolio Solutions Inc.	4,337	$288K	0.0%	N/A	0.043%
11/8/2023	Atria Wealth Solutions Inc.	13,278	$881K	0.0%	+4.1%	0.132%
11/3/2023	SageView Advisory Group LLC	10,475	$695K	0.0%	-26.0%	0.104%

(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, 98 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), Moneywise Inc. ($8.78M), Royal Bank of Canada ($8.13M), Wealth Enhancement Advisory Services LLC ($7.31M), and Kure Advisory LLC ($5.70M).Learn more on BNDW's institutional investors.
Which institutional investors have been buying Vanguard Total World Bond ETF stock?: Of the 78 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 ($128.63K), Creative Financial Designs Inc. ADV ($110.78K), International Assets Investment Management LLC ($84.06K), Kure Advisory LLC ($83.83K), 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 1,868,751 shares in the last 24 months. This purchase volume represents approximately $157.89M in transactions.

Which Vanguard Total World Bond ETF major shareholders have been selling company stock?: Of the 49 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 ($251.07K), Charter Oak Capital Management LLC ($165.39K), Creative Financial Designs Inc. ADV ($111.14K), Destiny Wealth Partners LLC ($110.71K), Raymond James Financial Services Advisors Inc. ($70.32K), Sensible Financial Planning & Management LLC. ($58.28K), and Baystate Wealth Management LLC ($43.77K).
How much institutional selling is happening at Vanguard Total World Bond ETF?: Institutional investors have sold a total of 1,004,871 shares in the last 24 months. This volume of shares sold represents approximately $105.76M in transactions.