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Vanguard Total International Bond ETF

291 hedge funds and large institutions have $5.56B invested in Vanguard Total International Bond ETF in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 80

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

12% more capital invested

Capital invested by funds: $4.98B → $5.56B (+$576M)

3% more funds holding

Funds holding: 283291 (+8)

2.75% more ownership

Funds ownership: 65.18%67.93% (+2.7%)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $267K

Holders
291
Holders Change
+8
Holders Change %
+2.83%
% of All Funds
7.26%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.8%
New
33
Increased
144
Reduced
80
Closed
22
Calls
Puts
$267K
Net Calls
-$267K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$35.8M +$427K +7,819 +1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$32.2M +$6.96M +127,618 +28%
PCA
28
Personal Capital Advisors
California
$31.8M +$4.42M +80,962 +16%
LPL Financial
29
LPL Financial
California
$29.6M +$2.83M +51,849 +11%
GFPC
30
Global Financial Private Capital
Florida
$29.2M +$6.72M +123,097 +30%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$28.6M +$4.68M +85,676 +20%
ICOA
32
Investment Centers of America
North Dakota
$25M +$1.46M +26,820 +6%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$24.3M +$6.91M +126,654 +40%
PWAG
34
Polaris Wealth Advisory Group
California
$24.2M -$9.12M -167,163 -27%
PFM
35
Phillips Financial Management
Indiana
$23.2M +$381K +6,974 +2%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$22.2M +$1.57M +28,763 +8%
SP
37
Symmetry Partners
Connecticut
$21.4M +$1.52M +27,788 +8%
NPC
38
National Planning Corporation
California
$20.6M +$3.14M +57,590 +18%
IAS
39
INR Advisory Services
Pennsylvania
$19.5M +$308K +5,651 +2%
Goldman Sachs
40
Goldman Sachs
New York
$17.9M +$553K +10,136 +3%
RCS
41
Retirement Capital Strategies
California
$16.6M +$648K +11,866 +4%
US Bancorp
42
US Bancorp
Minnesota
$15.9M +$5.27M +96,603 +50%
CAL
43
Capital Analysts LLC
Pennsylvania
$15.5M +$630K +11,553 +4%
HP
44
HT Partners
Connecticut
$15.2M +$123K +2,251 +0.8%
TFA
45
Transamerica Financial Advisors
Florida
$14.5M -$1.35M -24,746 -9%
DADC
46
D.A. Davidson & Co
Montana
$13.8M +$1.23M +22,588 +10%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$12.8M +$149K +2,734 +1%
PFM
48
Peak Financial Management
Massachusetts
$11.8M -$694K -12,727 -6%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$11.7M +$9.98M +182,890 +567%
FHA
50
First Horizon Advisors
Tennessee
$11.6M +$528K +9,667 +5%

BNDX Hedge Fund Activity: Q3 2017 in Review

291 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q3 2017, worth a combined $5.56B — up 12% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BNDX positions and 22 closed out — a net gain of 11 holders — while 144 added to existing stakes and 80 trimmed.

The largest buyer was Bank of America, adding an estimated $248M. The largest seller was Ameriprise, cutting an estimated $48.8M.

  • 291 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q3 2017, up from 283 in Q2 2017.
  • Funds reported $5.56B of Vanguard Total International Bond ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 33 funds opened new Vanguard Total International Bond ETF positions in Q3 2017 and 22 closed out, a net change of +11 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q3 2017 was Bank of America, an estimated $248M added.
  • The largest Vanguard Total International Bond ETF seller in Q3 2017 was Ameriprise, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2017.