BNDW Institutional Ownership
Vanguard Total World Bond ETF
1W: -0.3%
1M: -1.8%
3M: -3.6%
YTD: -3.8%
1Y: -3.9%
3Y: +9.9%
5Y: -4.4%
$65.75
-0.01 (-0.02%)
Weekly Expected Move ±0.6%
$65
$65
$66
$66
$67
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BNDW
135
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
722M
Total Invested
21
New Positions
49
Increased
42
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (147 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,680,829 | 374M | +3,814,632 | +204.4% | 20Q | SEC ↗ |
| 2 | VICTORY CAPITAL MANAGEMENT INC NEW | 547,708 | 36M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Amicus Financial Advisors, LLC | 469,953 | 31M | +15,293 | +3.4% | 3Q | SEC ↗ |
| 4 | Betterment LLC | 408,910 | 27M | +36,992 | +9.9% | 9Q | SEC ↗ |
| 5 | Aurelius Family Office LLC | 375,706 | 25M | +20,011 | +5.6% | 7Q | SEC ↗ |
| 6 | Waverly Advisors, LLC | 354,661 | 23M | +1,113 | +0.3% | 3Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 340,318 | 22M | +16,489 | +5.1% | 15Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 275,549 | 18M | +27,096 | +10.9% | 22Q | SEC ↗ |
| 9 | Two West Capital Advisors LLC | 267,551 | 18M | +12,682 | +5.0% | 9Q | SEC ↗ |
| 10 | Applied Capital LLC | 247,229 | 16M | +27,509 | +12.5% | 17Q | SEC ↗ |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | 237,371 | 16M | -7,990 | -3.3% | 22Q | SEC ↗ |
| 12 | Beacon Pointe Advisors, LLC | 215,049 | 14M | +8,019 | +3.9% | 18Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 133,185 | 9M | +112,098 | +531.6% | 5Q | SEC ↗ |
| 14 | Stone Summit Wealth LLC | 128,126 | 8M | +4,165 | +3.4% | 4Q | SEC ↗ |
| 15 | E-Wealth Partners, LLC | 112,873 | 7M | +11,414 | +11.2% | 3Q | SEC ↗ |
| 16 | Mariner, LLC | 99,892 | 7M | +6,091 | +6.5% | 21Q | SEC ↗ |
| 17 | Alhambra Investment Management LLC | 87,061 | 6M | +18,250 | +26.5% | 15Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 83,314 | 5M | +491 | +0.6% | 32Q | SEC ↗ |
| 19 | Five Pine Wealth Management | 80,901 | 5M | +2,795 | +3.6% | 7Q | SEC ↗ |
| 20 | BlueCrest Capital Management Ltd NEW | 65,002 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 63,734 | 4M | -32,017 | -33.4% | 27Q | SEC ↗ |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 61,777 | 4M | +58,502 | +1786.3% | 10Q | SEC ↗ |
| 23 | LPL Financial LLC | 56,746 | 4M | -7,601 | -11.8% | 22Q | SEC ↗ |
| 24 | Cogent Private Wealth, Inc. | 43,754 | 3M | +40,412 | +1209.2% | 3Q | SEC ↗ |
| 25 | Professional Financial Advisors, LLC | 31,150 | 2M | -280 | -0.9% | 12Q | SEC ↗ |
| 26 | OneDigital Investment Advisors LLC | 27,395 | 2M | +3,354 | +14.0% | 3Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 25,132 | 2M | +4,732 | +23.2% | 6Q | SEC ↗ |
| 28 | Geometric Wealth Advisors | 22,440 | 1M | +189 | +0.8% | 6Q | SEC ↗ |
| 29 | Destiny Wealth Partners, LLC | 22,184 | 1M | -452 | -2.0% | 23Q | SEC ↗ |
| 30 | Bleakley Financial Group, LLC | 21,773 | 1M | -687 | -3.1% | 11Q | SEC ↗ |
| 31 | Inscription Capital, LLC | 16,717 | 1M | -282 | -1.7% | 6Q | SEC ↗ |
| 32 | Maridea Wealth Management LLC | 14,860 | 977K | +4,994 | +50.6% | 7Q | SEC ↗ |
| 33 | 17 CAPITAL PARTNERS, LLC | 14,451 | 950K | +3,205 | +28.5% | 4Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,776 | 906K | +8,903 | +182.7% | 2Q | SEC ↗ |
| 35 | RIK SAYLOR FINANCIAL, INC. | 11,963 | 787K | -281 | -2.3% | 7Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 11,574 | 761K | +2,068 | +21.8% | 7Q | SEC ↗ |
| 37 | CFS Investment Advisory Services, LLC | 10,172 | 669K | +3,609 | +55.0% | 3Q | SEC ↗ |
| 38 | Apella Capital, LLC | 9,730 | 640K | -8,082 | -45.4% | 13Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 9,577 | 630K | +858 | +9.8% | 10Q | SEC ↗ |
| 40 | Focus Partners Wealth | 9,136 | 601K | +78 | +0.9% | 2Q | SEC ↗ |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 8,860 | 583K | +67 | +0.8% | 15Q | SEC ↗ |
| 42 | Valmark Advisers, Inc. | 8,484 | 558K | +345 | +4.2% | 10Q | SEC ↗ |
| 43 | Clark Asset Management, LLC NEW | 8,270 | 544K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Avise Financial Cooperative, Inc. NEW | 8,085 | 532K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Perigon Wealth Management, LLC | 7,996 | 526K | +3,011 | +60.4% | 3Q | SEC ↗ |
| 46 | Kings Path Partners LLC | 7,876 | 518K | -5 | -0.1% | 9Q | SEC ↗ |
| 47 | OSAIC HOLDINGS, INC. | 7,737 | 509K | -917 | -10.6% | 26Q | SEC ↗ |
| 48 | ABLE Financial Group, LLC NEW | 7,300 | 480K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Ethos Financial Group, LLC | 7,171 | 471K | +467 | +7.0% | 5Q | SEC ↗ |
| 50 | Bedminster, LLC | 6,899 | 454K | +2,133 | +44.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 547,708 | 36M |
| BlueCrest Capital Management Ltd | 65,002 | 4M |
| Clark Asset Management, LLC | 8,270 | 544K |
| Avise Financial Cooperative, Inc. | 8,085 | 532K |
| ABLE Financial Group, LLC | 7,300 | 480K |
| TSA Wealth Managment LLC | 6,496 | 427K |
| Savant Capital, LLC | 5,426 | 357K |
| Quadrature Capital Ltd | 3,552 | 234K |
| Ascent Group, LLC | 3,201 | 210K |
| Leo Wealth, LLC | 3,000 | 197K |
| S.A. Mason LLC | 2,683 | 176K |
| Continuum Advisory, LLC | 787 | 52K |
| Ameritas Advisory Services, LLC | 420 | 28K |
| Steward Partners Investment Advisor | 286 | 19K |
| Blue Trust, Inc. | 200 | 13K |
| Timbuktu Capital Management, LLC | 200 | 13K |
| Transamerica Financial Advisors, LL | 182 | 12K |
| Atlantic Union Bankshares Corp | 150 | 10K |
| Buck Wealth Strategies, LLC | 122 | 8K |
| Westend Capital Management, LLC | 120 | 8K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 451,481 | 30M |
| US BANCORP \DE | 43,410 | 3M |
| CIBC WORLD MARKET INC. | 32,164 | 2M |
| Moss Adams Wealth Advisors LLC | 9,844 | 647K |
| Envestnet Portfolio Solutions, Inc. | 6,056 | 398K |
| JANE STREET GROUP, LLC | 5,740 | 377K |
| COMMONS CAPITAL, LLC | 5,640 | 371K |
| BEACON FINANCIAL GROUP | 5,556 | 365K |
| Kestra Advisory Services, LLC | 5,039 | 331K |
| WELLINGTON MANAGEMENT GROUP LLP | 4,838 | 318K |
| GOLDMAN SACHS GROUP INC | 4,298 | 283K |
| Corient Private Wealth LLC | 4,214 | 277K |
| Claro Advisors Inc. | 4,174 | 274K |
| Sigma Planning Corp | 3,696 | 243K |
| SEEDS INVESTOR LLC | 3,321 | 218K |
| Modern Wealth Management, LLC | 3,289 | 216K |
| Chicago Partners Investment Group L | 3,085 | 203K |
| MAI Capital Management | 1,600 | 105K |
| SageView Advisory Group, LLC | 504 | 33K |
| WealthShield Partners, LLC | 165 | 11K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -32,017 | -33.4% | 63,734 |
| Farther Finance Advisors, LLC | -12,687 | -83.4% | 2,521 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -9,637 | -62.7% | 5,738 |
| Apella Capital, LLC | -8,082 | -45.4% | 9,730 |
| MERCER GLOBAL ADVISORS INC /ADV | -7,990 | -3.3% | 237,371 |
| LPL Financial LLC | -7,601 | -11.8% | 56,746 |
| Gould Capital, LLC | -6,309 | -66.1% | 3,233 |
| Luminvest Wealth Management LLC | -2,352 | -43.3% | 3,078 |
| Alpha Financial Advisors, LLC | -2,290 | -40.1% | 3,425 |
| Arcadia Wealth Management, Inc. | -1,659 | -28.5% | 4,166 |
| Symmetry Partners, LLC | -1,491 | -21.3% | 5,506 |
| OSAIC HOLDINGS, INC. | -917 | -10.6% | 7,737 |
| Bleakley Financial Group, LLC | -687 | -3.1% | 21,773 |
| Charter Oak Capital Management, LLC | -663 | -17.6% | 3,107 |
| Destiny Wealth Partners, LLC | -452 | -2.0% | 22,184 |
| Inscription Capital, LLC | -282 | -1.7% | 16,717 |
| RIK SAYLOR FINANCIAL, INC. | -281 | -2.3% | 11,963 |
| Professional Financial Advisors, LL | -280 | -0.9% | 31,150 |
| SAGE FINANCIAL GROUP INC | -229 | -6.1% | 3,545 |
| VANGUARD ADVISERS INC | -203 | -10.1% | 1,806 |