BNDW · VANGUARD TOTAL WORLD BOND ETF ETF

$67.14 +0.04 (+0.06%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 81

Total Value: $632,879,505

Total Shares: 9,235,073

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 81 13F filers · Δ vs Mar 31, 2026

Top Holder

61.5%

+30.9 pts

Top 5

79.4%

+23.5 pts

Top 10

89.9%

+12.9 pts

HHI

3,897

Highly concentrated+2,677

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -33

Institutional value: +52.0%

Shares held: +51.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+3,814,632	5,680,829
Mega JPMORGAN CHASE & CO	+112,098	133,185
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	+58,502	61,777
Micro Cogent Private Wealth, Inc.	+40,412	43,754
Large Betterment LLC	+36,992	408,910

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega WELLS FARGO & COMPANY/MN	−32,017	63,734
Large MERCER GLOBAL ADVISORS INC /ADV	−7,990	237,371
Mega LPL Financial LLC	−7,601	56,746
Small Gould Capital, LLC	−6,309	3,233
Micro Alpha Financial Advisors, LLC	−2,290	3,425

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega VICTORY CAPITAL MANAGEMENT INC	547,708	$37,534,429
Micro E-Wealth Partners, LLC	112,873	$7,735,186
Mid BlueCrest Capital Management Ltd	65,002	$4,454,587
Micro Avise Financial Cooperative, Inc.	8,085	$554,065
Micro TSA Wealth Managment LLC	6,496	$445,170

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro Amicus Financial Advisors, LLC	454,660	$31,076,011
Micro Aurelius Family Office LLC	355,695	$24,311,753
Micro Two West Capital Advisors LLC	254,869	$17,420,296
Micro Applied Capital LLC	219,720	$15,017,862
Small Stone Summit Wealth LLC	123,961	$8,472,734

Filter: New 15 Increased 34 Reduced 16 Sold out 48 Unchanged 16

Showing 82 of 82

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$389,307,210

61.51%

5,680,829

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	6,654	$455,998	0.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	373,169	$25,573,271	6.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	5,301,006	$363,277,941	93.3%	Defined

VICTORY CAPITAL MANAGEMENT INC

$37,534,429

5.93%

547,708

Betterment LLC

$28,022,602

4.43%

408,910

Waverly Advisors, LLC

$24,304,918

3.84%

354,661

BANK OF AMERICA CORP /DE/

$23,321,991

3.69%

340,318

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	3,738	$256,165	1.1%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	50,249	$3,443,563	14.8%	Defined
MANAGED ACCOUNT ADVISORS LLC	286,331	$19,622,263	84.1%	Defined

ENVESTNET ASSET MANAGEMENT INC

$18,883,372

2.98%

275,549

MERCER GLOBAL ADVISORS INC /ADV

$16,267,034

2.57%

237,371

Beacon Pointe Advisors, LLC

$14,737,307

2.33%

215,049

JPMORGAN CHASE & CO

$9,127,167

1.44%

133,185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	96,419	$6,607,594	72.4%	Defined
55I, LLC	36,766	$2,519,573	27.6%	Other

E-Wealth Partners, LLC

$7,735,186

1.22%

112,873

Mariner, LLC

$6,845,598

1.08%

99,892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Managed Account Solutions, LLC	72,616	$4,976,374	72.7%	Sole
Held directly	27,276	$1,869,224	27.3%	Sole

ROYAL BANK OF CANADA

$5,709,507

0.90%

83,314

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	476	$32,620	0.6%	Defined
RBC Dominion Securities Inc.	78,069	$5,350,068	93.7%	Defined
RBC Private Counsel (USA) Inc.	4,769	$326,819	5.7%	Defined

Five Pine Wealth Management

$5,544,145

0.88%

80,901

BlueCrest Capital Management Ltd

$4,454,587

0.70%

65,002

WELLS FARGO & COMPANY/MN

$4,367,690

0.69%

63,734

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	29,386	$2,013,822	46.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	34,348	$2,353,868	53.9%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$4,233,577

0.67%

61,777

LPL Financial LLC

$3,888,803

0.61%

56,746

Cogent Private Wealth, Inc.

$2,998,461

0.47%

43,754

OneDigital Investment Advisors LLC

$1,877,379

0.30%

27,395

CITADEL ADVISORS LLC

$1,722,295

0.27%

25,132

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	25,132	$1,722,295	100.0%	Defined

Geometric Wealth Advisors

$1,537,813

0.24%

22,440

Destiny Wealth Partners, LLC

$1,520,269

0.24%

22,184

Bleakley Financial Group, LLC

$1,492,103

0.24%

21,773

Inscription Capital, LLC

$1,145,616

0.18%

16,717

Maridea Wealth Management LLC

$1,018,355

0.16%

14,860

17 CAPITAL PARTNERS, LLC

$990,327

0.16%

14,451

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$944,068

0.15%

13,776

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	5,832	$399,666	42.3%	Other
G1 EXECUTION SERVICES, LLC	7,944	$544,402	57.7%	Other

RIK SAYLOR FINANCIAL, INC.

$819,824

0.13%

11,963

RAYMOND JAMES FINANCIAL INC

$793,165

0.13%

11,574

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	761	$52,151	6.6%	Defined
Raymond James Financial Services Advisors, Inc.	10,813	$741,014	93.4%	Defined

Cetera Investment Advisers

$656,311

0.10%

9,577

Focus Partners Wealth

$626,090

0.10%

9,136

Valmark Advisers, Inc.

$581,408

0.09%

8,484

Avise Financial Cooperative, Inc.

$554,065

0.09%

8,085

Perigon Wealth Management, LLC

$547,965

0.09%

7,996

OSAIC HOLDINGS, INC.

$530,215

0.08%

7,737

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	4,875	$334,083	63.0%	Defined
OSAIC INSTITUTIONS, INC.	268	$18,366	3.5%	Defined
Osaic Advisory Services, LLC	2,594	$177,766	33.5%	Defined

Ethos Financial Group, LLC

$491,428

0.08%

7,171

Bedminster, LLC

$472,788

0.07%

6,899

TSA Wealth Managment LLC

$445,170

0.07%

6,496

Sanctuary Advisors, LLC

$435,713

0.07%

6,358

CITADEL ADVISORS LLC

$411,180

0.06%

6,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	6,000	$411,180	100.0%	Defined

Stonehage Fleming Financial Services Holdings Ltd

$396,377

0.06%

5,784

Stratos Wealth Partners, LTD.

$396,171

0.06%

5,781

Clark Capital Management Group, Inc.

$390,758

0.06%

5,702

Savant Capital, LLC

$371,843

0.06%

5,426

Creative Planning

$350,805

0.06%

5,119

Lido Advisors, LLC

$329,286

0.05%

4,805

Wealthspire Advisors, LLC

$300,504

0.05%

4,385

Arcadia Wealth Management, Inc.

$285,495

0.05%

4,166

American Investment Services, Inc.

$254,040

0.04%

3,707

Endowment Wealth Management, Inc.

$249,654

0.04%

3,643

MML INVESTORS SERVICES, LLC

$248,147

0.04%

3,621

Quadrature Capital Ltd

$243,418

0.04%

3,552

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	3,552	$243,418	100.0%	Other

Capstone Financial Advisors, Inc.

$241,773

0.04%

3,528

StoneX Group Inc.

$239,855

0.04%

3,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc. joint	3,500	$239,855	100.0%	Defined

Alpha Financial Advisors, LLC

$234,715

0.04%

3,425

Aegis Wealth Management LLC

$223,339

0.04%

3,259

Gould Capital, LLC

$221,557

0.04%

3,233

Ascent Group, LLC

$219,364

0.03%

3,201

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55ip/JP Morgan	3,201	$219,364	100.0%	Other

Focus Partners Advisor Solutions, LLC

$207,303

0.03%

3,025

VANGUARD ADVISERS INC

$123,765

0.02%

1,806

Federation des caisses Desjardins du Quebec

$114,512

0.02%

1,671

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	579	$39,678	34.6%	Defined
Held directly	1,092	$74,834	65.4%	Defined

DecisionPoint Financial, LLC

$64,349

0.01%

939

BROWN, LISLE/CUMMINGS, INC.

$58,250

0.01%

850

Continuum Advisory, LLC

$53,933

0.01%

787

Ameritas Advisory Services, LLC

$28,782

0.00%

420

Steward Partners Investment Advisory, LLC

$19,599

0.00%

286

Geneos Wealth Management Inc.

$18,503

0.00%

270

Timbuktu Capital Management, LLC

$13,706

0.00%

200

Transamerica Financial Advisors, LLC

$12,472

0.00%

182

Your Advocates Ltd., LLP

$11,787

0.00%

172

Peachtree Investment Partners, LLC

$11,375

0.00%

166

Atlantic Union Bankshares Corp

$10,279

0.00%

150

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSB Wealth Management, Inc.	150	$10,279	100.0%	Sole

NATIONAL BANK OF CANADA /FI/

$9,251

0.00%

135

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	135	$9,251	100.0%	Defined

Westend Capital Management, LLC

$8,223

0.00%

120

FMR LLC

$6,236

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	91	$6,236	100.0%	Defined

Parkside Financial Bank & Trust

$3,700

0.00%

HARBOUR INVESTMENTS, INC.

$3,357

0.00%

AE Wealth Management LLC

$2,946

0.00%

Topsail Wealth Management, LLC

$1,576

0.00%

BANK OF MONTREAL /CAN/

$822

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS SECURITIES LTD.	12	$822	100.0%	Defined

Glassman Wealth Services

$479

0.00%

HANTZ FINANCIAL SERVICES, INC.

$68

0.00%