BNDW Institutional Ownership & Shareholders
VANGUARD TOTAL WORLD BOND ET (BNDW) is currently held by 119 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $740.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of BNDW tracked by InsiderSet, reporting ownership valued at approximately $389.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $379.89M, representing an estimated loss of -2.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed BNDW value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Victory Capital Management Inc, Amicus Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in VANGUARD TOTAL WORLD BOND ET (BNDW).
This page ranks the largest institutional BNDW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
119
Total Reported Value
$740.82M
Largest Holder
Morgan Stanley
Largest Position
$389.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 5,680,829 | $389,307,317 | $379,894,078 | -$9,413,239 | -2.42% | |
| Victory Capital Management Inc | 0.02% | 547,708 | $37,534,429 | $36,626,877 | -$907,552 | -2.42% | |
| Amicus Financial Advisors, Llc | 7.91% | 469,953 | $32,205,879 | $31,427,167 | -$778,712 | -2.42% | |
| Betterment Llc | 0.05% | 408,910 | $28,023,000 | $27,345,038 | -$677,962 | -2.42% | |
| Waverly Advisors, Llc | 0.14% | 354,661 | $24,304,931 | $23,717,245 | -$587,686 | -2.42% | |
| Aurelius Family Office Llc | 9.56% | 365,328 | $24,057,244 | $24,430,579 | +$373,335 | +1.55% | |
| Bank Of America Corp | 0.00% | 340,318 | $23,321,989 | $22,758,086 | -$563,903 | -2.42% | |
| Envestnet Asset Management Inc | 0.00% | 275,549 | $18,883,401 | $18,426,788 | -$456,613 | -2.42% | |
| Two West Capital Advisors Llc | 8.87% | 270,984 | $17,851,219 | $18,121,513 | +$270,294 | +1.51% | |
| Applied Capital Llc | 5.46% | 247,229 | $16,942,588 | $16,532,945 | -$409,643 | -2.42% | |
| Mercer Global Advisors Inc | 0.02% | 237,371 | $16,267,101 | $15,873,711 | -$393,390 | -2.42% | |
| Beacon Pointe Advisors, Llc | 0.07% | 215,049 | $14,737,278 | $14,380,972 | -$356,306 | -2.42% | |
| Stone Summit Wealth Llc | 2.54% | 143,098 | $9,423,149 | $9,569,393 | +$146,244 | +1.55% | |
| Jpmorgan Chase & Co | 0.00% | 133,185 | $9,153,150 | $8,906,481 | -$246,669 | -2.69% | |
| E-Wealth Partners, Llc | 5.59% | 112,873 | $7,735,174 | $7,548,156 | -$187,018 | -2.42% | |
| Mariner, Llc | 0.01% | 99,892 | $6,845,579 | $6,680,078 | -$165,501 | -2.42% | |
| Royal Bank Of Canada | 0.00% | 83,314 | $5,710,000 | $5,571,457 | -$138,543 | -2.43% | |
| Bluecrest Capital Management Ltd | 0.19% | 65,002 | $4,454,587 | $4,346,879 | -$107,708 | -2.42% | |
| Wells Fargo & Company/Mn | 0.00% | 63,734 | $4,367,699 | $4,262,084 | -$105,615 | -2.42% | |
| Five Pine Wealth Management | 2.34% | 62,874 | $4,140,302 | $4,204,573 | +$64,271 | +1.55% | |
| Lpl Financial Llc | 0.00% | 56,746 | $3,888,792 | $3,794,775 | -$94,017 | -2.42% | |
| Cogent Private Wealth, Inc. | 1.87% | 43,754 | $2,998,462 | $2,925,961 | -$72,501 | -2.42% | |
| Alhambra Investment Management Llc | 1.01% | 35,834 | $2,359,711 | $2,396,327 | +$36,616 | +1.55% | |
| Professional Financial Advisors, Llc | 0.34% | 30,066 | $1,979,898 | $2,010,604 | +$30,706 | +1.55% | |
| Onedigital Investment Advisors Llc | 0.02% | 27,395 | $1,877,379 | $1,831,986 | -$45,393 | -2.42% | |
| Citadel Advisors Llc | 0.00% | 25,132 | $1,722,296 | $1,680,652 | -$41,644 | -2.42% | |
| Cfs Investment Advisory Services, Llc | 0.11% | 24,963 | $1,642,815 | $1,669,351 | +$26,536 | +1.62% | |
| Geometric Wealth Advisors | 0.17% | 22,440 | $1,537,802 | $1,500,630 | -$37,172 | -2.42% | |
| Destiny Wealth Partners, Llc | 0.21% | 22,184 | $1,496,509 | $1,483,511 | -$12,998 | -0.87% | |
| Bleakley Financial Group, Llc | 0.02% | 21,773 | $1,492,104 | $1,456,026 | -$36,078 | -2.42% | |
| Inscription Capital, Llc | 0.12% | 16,530 | $1,088,527 | $1,105,411 | +$16,884 | +1.55% | |
| Maridea Wealth Management Llc | 0.11% | 14,860 | $1,018,389 | $993,733 | -$24,656 | -2.42% | |
| Perigon Wealth Management, Llc | 0.02% | 15,256 | $1,004,597 | $1,020,214 | +$15,617 | +1.55% | |
| 17 Capital Partners, Llc | 0.45% | 14,451 | $990,327 | $966,382 | -$23,945 | -2.42% | |
| Susquehanna International Group, Llp | 0.00% | 13,776 | $944,069 | $921,242 | -$22,827 | -2.42% | |
| Tsa Wealth Managment Llc | 0.24% | 12,958 | $853,297 | $866,540 | +$13,243 | +1.55% | |
| Rik Saylor Financial, Inc. | 0.54% | 11,963 | $819,816 | $800,002 | -$19,814 | -2.42% | |
| Raymond James Financial Inc | 0.00% | 11,574 | $793,163 | $773,988 | -$19,175 | -2.42% | |
| Cetera Investment Advisers | 0.00% | 9,577 | $656,346 | $640,443 | -$15,903 | -2.42% | |
| Focus Partners Wealth | 0.00% | 9,136 | $626,138 | $610,952 | -$15,186 | -2.43% | |
| Valmark Advisers, Inc. | 0.01% | 8,484 | $581,399 | $567,351 | -$14,048 | -2.42% | |
| Avise Financial Cooperative, Inc. | 0.39% | 8,085 | $554,065 | $540,668 | -$13,397 | -2.42% | |
| Clark Asset Management, Llc | 0.04% | 8,270 | $544,588 | $553,040 | +$8,452 | +1.55% | |
| Osaic Holdings, Inc. | 0.00% | 7,737 | $530,247 | $517,396 | -$12,851 | -2.42% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,724 | $508,640 | $516,527 | +$7,887 | +1.55% | |
| Ethos Financial Group, Llc | 0.03% | 7,171 | $484,633 | $479,546 | -$5,087 | -1.05% | |
| Bedminster, Llc | 0.40% | 6,899 | $472,788 | $461,357 | -$11,431 | -2.42% | |
| Ascent Group, Llc | 0.01% | 6,898 | $454,240 | $461,290 | +$7,050 | +1.55% | |
| Braun-Bostich & Associates Inc. | 0.25% | 6,712 | $441,992 | $448,852 | +$6,860 | +1.55% | |
| Sanctuary Advisors, Llc | 0.00% | 6,358 | $435,714 | $425,179 | -$10,535 | -2.42% |
Frequently asked questions about BNDW
Who are the largest institutional holders of BNDW?
The largest institutional holders of BNDW reported in the latest SEC Form 13F filings include Morgan Stanley, Victory Capital Management Inc, Amicus Financial Advisors, Llc, Betterment Llc, and Waverly Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BNDW position.
What is BNDW institutional ownership?
This page tracks BNDW positions reported by institutional investment managers through SEC Form 13F. VANGUARD TOTAL WORLD BOND ET (BNDW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BNDW?
InsiderSet currently tracks 119 institutional managers reporting BNDW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BNDW shareholders.
How much BNDW stock do institutions own?
Institutional investment managers disclosed approximately $740.82M in BNDW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BNDW institutional ownership last updated?
The latest BNDW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BNDW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BNDW position after the reporting date.
Are institutions buying or selling BNDW?
Institutional buying and selling can be analyzed by comparing BNDW positions across consecutive 13F reporting periods. InsiderSet's BNDW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BNDW ownership changes.
How has BNDW institutional ownership changed over time?
InsiderSet tracks BNDW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.