BNDW · Vanguard Total World Bond ETF

$67.49 -0.22 (-0.32%) At close · Aug 14

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.

Quarter:

Holders: 28

Total Value: $438,357,751

Total Shares: 6,396,582

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 28 13F filers · Δ vs Mar 31, 2026

Top Holder

88.8%

+58.1 pts

Top 5

97.4%

+41.5 pts

Top 10

99.3%

+22.1 pts

HHI

7,911

Highly concentrated+6,687

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -85

Institutional value: +5.4%

Shares held: +5.2%

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
Large Mariner, LLC	+6,091	99,892
Large Sanctuary Advisors, LLC	+3,090	6,358

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large MERCER GLOBAL ADVISORS INC /ADV	−7,994	237,367
Micro Alpha Financial Advisors, LLC	−2,290	3,425
Micro Arcadia Wealth Management, Inc.	−1,659	4,166
Small Inscription Capital, LLC	−282	16,717
Large VANGUARD ADVISERS INC	−203	1,806

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Steward Partners Investment Advisory, LLC	286	$19,599
Micro Timbuktu Capital Management, LLC	200	$13,706
Mid Atlantic Union Bankshares Corp	150	$10,279

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Micro Amicus Financial Advisors, LLC	454,660	$31,076,011
Large Betterment LLC	371,918	$25,420,595
Micro Aurelius Family Office LLC	355,695	$24,311,753
Mid Waverly Advisors, LLC	353,548	$24,165,005
Mega BANK OF AMERICA CORP /DE/	323,829	$22,133,712

Filter: New 3 Increased 12 Reduced 7 Sold out 88 Unchanged 6

Showing 28 of 28

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Mega MORGAN STANLEY

$389,307,210

88.81%

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

Large MERCER GLOBAL ADVISORS INC /ADV

$16,266,760

3.71%

237,367

Mega JPMORGAN CHASE & CO

$9,127,167

2.08%

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%	Defined

Large Mariner, LLC

$6,845,598

1.56%

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

Micro Five Pine Wealth Management

$5,544,145

1.26%

80,901

Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$4,233,577

0.97%

61,777

Micro Geometric Wealth Advisors

$1,537,813

0.35%

22,440

Small Inscription Capital, LLC

$1,145,616

0.26%

16,717

Large Cetera Investment Advisers

$656,311

0.15%

9,577

Large Focus Partners Wealth

$626,090

0.14%

9,136

Large Sanctuary Advisors, LLC

$435,713

0.10%

6,358

Mid Stratos Wealth Partners, LTD.

$396,171

0.09%

5,781

Large Clark Capital Management Group, Inc.

$390,758

0.09%

5,702

Large Creative Planning

$350,805

0.08%

5,119

Mid Wealthspire Advisors, LLC

$300,504

0.07%

4,385

Micro Arcadia Wealth Management, Inc.

$285,495

0.07%

4,166

Small American Investment Services, Inc.

$254,040

0.06%

3,707

Small StoneX Group Inc.

$239,855

0.05%

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

Micro Alpha Financial Advisors, LLC

$234,715

0.05%

3,425

Large VANGUARD ADVISERS INC

$123,765

0.03%

1,806

Large Steward Partners Investment Advisory, LLC

$19,599

0.00%

286

Micro Timbuktu Capital Management, LLC

$13,706

0.00%

200

Mid 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

Mega 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

Mid HARBOUR INVESTMENTS, INC.

$3,357

0.00%

Small Topsail Wealth Management, LLC

$1,576

0.00%

Mega BANK OF MONTREAL /CAN/ Bank

$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

Mid HANTZ FINANCIAL SERVICES, INC.

$68

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	47,163	$3,223,591	14.6%	Defined
MANAGED ACCOUNT ADVISORS LLC	276,666	$18,910,121	85.4%	Defined

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	62,605	$4,279,051	65.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	33,146	$2,265,529	34.6%	Defined

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	512	$34,995	0.6%	Defined
RBC Dominion Securities Inc.	76,969	$5,260,831	92.9%	Defined
RBC Private Counsel (USA) Inc.	5,342	$365,125	6.4%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	43,410	$2,967,073	100.0%	Defined

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	20,400	$1,394,340	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	767	$52,424	8.1%	Defined
Raymond James Financial Services Advisors, Inc.	8,739	$597,310	91.9%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	5,695	$389,253	65.8%	Defined
Osaic Advisory Services, LLC	2,959	$202,247	34.2%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	5,740	$392,329	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	4,873	$333,069	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Managment Canada LLC	4,838	$330,677	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	4,298	$293,768	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	3,804	$260,003	100.0%	Defined

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	$39,574	34.6%	Defined
Held directly	1,092	$74,638	65.4%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	137	$9,363	100.0%	Defined

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	$9,227	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
VCI Wealth Management LLC	6	$410	12.2%	Other
Held directly	43	$2,939	87.8%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	45	$3,075	100.0%	Sole

Key facts CIK 1021882 CUSIP 92206C565 13F (30d) 28 filings 28 filers Investor relations