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Vanguard Total International Bond ETF
BNDX

241 hedge funds and large institutions have $3.59B invested in Vanguard Total International Bond ETF in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 122 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 58

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

4% more funds holding

Funds holding: 231 → 241 (+10)

3% more capital invested

Capital invested by funds: $3.49B → $3.59B (+$105M)

10% less funds holding in top 10

Funds holding in top 10: 40 → 36 (-4)

Holders
241
Holders Change
+10
Holders Change %
+4.33%
% of All Funds
6.43%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.96%
New
33
Increased
122
Reduced
58
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M
2
Betterment LLC
Betterment LLC
New York
+$56.1M
3
CSIA
Charles Schwab Investment Advisory
California
+$42M
4
UCFA
United Capital Financial Advisors
Texas
+$39.2M
5
Ameriprise
Ameriprise
Minnesota
+$20.2M

Top Sellers

Rank Fund Capital Flow
1
WIM
Windhaven Investment Management
Massachusetts
-$65.6M
2
Wells Fargo
Wells Fargo
California
-$47.6M
3
State Street
State Street
Massachusetts
-$44.1M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$40.9M
5
MCM
Makena Capital Management
California
-$26.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
26
Cerity Partners OCIO
New York
$22.5M +$3.74M +66,860 +20%
PFM
27
Phillips Financial Management
Indiana
$21.3M +$1.28M +22,957 +6%
TFA
28
Transamerica Financial Advisors
Florida
$19.9M -$1.68M -30,099 -8%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$19M +$1.51M +26,974 +9%
ICOA
30
Investment Centers of America
North Dakota
$18M +$2.63M +47,111 +17%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$16.6M +$832K +14,881 +5%
RCS
32
Retirement Capital Strategies
California
$16M +$54K +966 +0.3%
IAS
33
INR Advisory Services
Pennsylvania
$15.8M +$15.8M +282,836 New
LPL Financial
34
LPL Financial
California
$15.8M +$4.65M +83,123 +41%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$14.7M +$14.7M +262,302 New
PCA
36
Personal Capital Advisors
California
$14.3M +$14.3M +255,479 New
TCM
37
Twin Capital Management
Pennsylvania
$13.8M -$979K -17,500 -7%
WA
38
Wilshire Advisors
California
$13.8M -$778K -13,910 -5%
PFM
39
Peak Financial Management
Massachusetts
$12.9M +$85.7K +1,533 +0.7%
US Bancorp
40
US Bancorp
Minnesota
$12.9M +$15.2K +271 +0.1%
FIG
41
FundX Investment Group
California
$12.8M +$48.1K +860 +0.4%
HP
42
HT Partners
Connecticut
$12.4M +$478K +8,552 +4%
Stifel Financial
43
Stifel Financial
Missouri
$11.4M +$417K +7,460 +4%
ACM
44
Aviance Capital Management
Florida
$11.4M +$9.27M +165,724 +446%
Citigroup
45
Citigroup
New York
$11.2M -$63.6K -1,137 -0.6%
BFG
46
Bouchey Financial Group
New York
$11M -$257K -4,592 -2%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$10.6M +$499K +8,931 +5%
AWM
48
AllSquare Wealth Management
New York
$10.4M +$130K +2,327 +1%
DADC
49
D.A. Davidson & Co
Montana
$10.3M +$1.99M +35,616 +24%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$10.2M +$3.34M +59,710 +49%
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BNDX Hedge Fund Activity: Q3 2016 in Review

241 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q3 2016, worth a combined $3.59B — up 3% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BNDX positions and 20 closed out — a net gain of 13 holders — while 122 added to existing stakes and 58 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $124M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $65.6M sold.

  • 241 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q3 2016, up from 231 in Q2 2016.
  • Funds reported $3.59B of Vanguard Total International Bond ETF stock for Q3 2016, up 3% quarter-over-quarter.
  • 33 funds opened new Vanguard Total International Bond ETF positions in Q3 2016 and 20 closed out, a net change of +13 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $124M added.
  • The largest Vanguard Total International Bond ETF seller in Q3 2016 was Windhaven Investment Management, an estimated $65.6M sold.

Based on aggregated 13F filings for Q3 2016.