We are live on ! Find out more
BNDX icon

Vanguard Total International Bond ETF
BNDX

53 hedge funds and large institutions have $683M invested in Vanguard Total International Bond ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

47% more funds holding

Funds holding: 36 → 53 (+17)

8% more capital invested

Capital invested by funds: $629M → $683M (+$53.3M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
53
Holders Change
+17
Holders Change %
+47.22%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
22
Increased
22
Reduced
6
Closed
5
Calls
$678K
Puts
–
Net Calls
+$678K
Net Calls Change
+$13K

Top Buyers

1
JIP
Jaffetilchin Investment Partners
Florida
+$11.3M
2
Creative Planning
Creative Planning
Kansas
+$8.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.58M
4
AAS
Annex Advisory Services
Wisconsin
+$3.55M
5
Ameriprise
Ameriprise
Minnesota
+$3.11M

Top Sellers

1
NA
Nottingham Advisors
New York
-$10M
2
Morgan Stanley
Morgan Stanley
New York
-$6.2M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$5.58M
4
CAN
Cetera Advisor Networks
California
-$559K
5
AEPG
American Economic Planning Group
New Jersey
-$526K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.62M +$1.61M +32,078 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$846K +$794K +15,788 +1,712%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$699K +$694K +13,804 New
AssetMark Inc
29
AssetMark Inc
California
$618K -$100K -1,991 -14%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$614K +$382K +7,599 +168%
VFS
31
VSR Financial Services
Kansas
$554K -$70.7K -1,407 -11%
SC
32
Stratford Consulting
Texas
$505K +$502K +9,983 New
CT
33
Coastline Trust
Rhode Island
$501K +$95.7K +1,904 +24%
WCM
34
Windham Capital Management
Massachusetts
$487K +$484K +9,628 New
FA
35
Fagan Associates
New York
$459K +$455K +9,056 New
VFP
36
Verus Financial Partners
Virginia
$393K +$90.5K +1,801 +30%
MFP
37
Mosaic Financial Partners
California
$330K – – –
CNBT
38
Canandaigua National Bank & Trust
New York
$312K +$310K +6,173 New
HI
39
Horizon Investments
North Carolina
$288K +$286K +5,699 New
NSIM
40
North Star Investment Management
Illinois
$151K +$150K +2,976 New
TCM
41
Tradewinds Capital Management
Washington
$151K +$150K +2,993 New
CFA
42
CT Financial Advisors
Pennsylvania
$136K +$126K +2,507 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$116K – – –
QLMGAA
44
QS Legg Mason Global Asset Allocation
New York
$50K +$49.1K +976 New
MAA
45
Managed Account Advisors
New Jersey
$49K +$48.6K +967 New
NES
46
New England Securities
New York
$33K +$12.1K +240 +58%
PTC
47
Private Trust Company
Ohio
$29K +$9.95K +198 +52%
MFS
48
MSI Financial Services
Massachusetts
$16K – – –
Citigroup
49
Citigroup
New York
$16K +$11.2K +222 +220%
CG
50
Colony Group
Massachusetts
$16K +$16.1K +321 New
1
2
3

BNDX Hedge Fund Activity: Q1 2014 in Review

53 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q1 2014, worth a combined $683M — up 8.5% from $629M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BNDX positions and 5 closed out — a net gain of 17 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Jaffetilchin Investment Partners, opening a new position worth an estimated $11.3M. The largest seller was Nottingham Advisors, exiting entirely with an estimated $10M sold.

  • 53 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q1 2014, up from 36 in Q4 2013.
  • Funds reported $683M of Vanguard Total International Bond ETF stock for Q1 2014, up 8.5% quarter-over-quarter.
  • 22 funds opened new Vanguard Total International Bond ETF positions in Q1 2014 and 5 closed out, a net change of +17 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q1 2014 was Jaffetilchin Investment Partners, an estimated $11.3M added.
  • The largest Vanguard Total International Bond ETF seller in Q1 2014 was Nottingham Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2014.