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Vanguard Total International Bond ETF

447 hedge funds and large institutions have $9.15B invested in Vanguard Total International Bond ETF in 2018 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 168 increasing their positions, 127 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 44

46% more funds holding in top 10

Funds holding in top 10: 4870 (+22)

32% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 127

17% more funds holding

Funds holding: 381447 (+66)

9% more capital invested

Capital invested by funds: $8.37B → $9.15B (+$785M)

2.06% more ownership

Funds ownership: 69.4%71.46% (+2.1%)

Holders
447
Holders Change
+66
Holders Change %
+17.32%
% of All Funds
9.96%
Holding in Top 10
70
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+45.83%
% of All Funds
1.56%
New
115
Increased
168
Reduced
127
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
26
AdvicePeriod
California
$49.3M +$4.19M +76,841 +9%
SFPM
27
Sensible Financial Planning & Management
Massachusetts
$46.9M -$1.27M -23,190 -3%
HI
28
Horizon Investments
North Carolina
$46.1M +$46.4M +849,997 New
Prudential Financial
29
Prudential Financial
New Jersey
$44.9M -$4.24M -77,629 -9%
CFA
30
Capstone Financial Advisors
Illinois
$44.1M +$16.7M +305,573 +60%
TF
31
Trek Financial
Arizona
$44.1M +$44.3M +812,294 New
IAS
32
INR Advisory Services
Pennsylvania
$42.5M -$433K -7,941 -1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$42.4M +$328K +6,012 +0.8%
PWAG
34
Polaris Wealth Advisory Group
California
$41.1M -$638K -11,693 -2%
Citigroup
35
Citigroup
New York
$35.5M +$2.49M +45,579 +7%
Goldman Sachs
36
Goldman Sachs
New York
$34.6M +$18.7M +343,016 +116%
BWM
37
Brickley Wealth Management
California
$34.1M +$5.15M +94,412 +18%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$32.7M -$1.16M -21,211 -3%
SMDAM
39
Sumitomo Mitsui DS Asset Management
Japan
$32.6M +$20.7M +379,647 +171%
HFA
40
Huber Financial Advisors
Illinois
$30.3M +$1.75M +32,134 +6%
RCIM
41
Red Cedar Investment Management
Michigan
$29.6M -$4.45M -81,580 -13%
VWM
42
Venturi Wealth Management
Texas
$29.4M +$29.6M +541,952 New
SP
43
Symmetry Partners
Connecticut
$28.3M +$830K +15,212 +3%
MFM
44
MD Financial Management
Ontario, Canada
$27.8M -$1.12M -20,585 -4%
VA
45
Valmark Advisers
Ohio
$27.8M -$1.66M -30,426 -6%
GFPC
46
Global Financial Private Capital
Florida
$26.5M -$18.1M -331,478 -40%
TAIM
47
TD Ameritrade Investment Management
Nebraska
$26.3M -$5.73M -105,052 -18%
DADC
48
D.A. Davidson & Co
Montana
$24.3M +$355K +6,512 +1%
PFM
49
Phillips Financial Management
Indiana
$23.9M +$606K +11,100 +3%
CAL
50
Capital Analysts LLC
Pennsylvania
$22.7M -$79.5K -1,457 -0.3%

BNDX Hedge Fund Activity: Q4 2018 in Review

447 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q4 2018, worth a combined $9.15B — up 9.4% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new BNDX positions and 44 closed out — a net gain of 71 holders — while 168 added to existing stakes and 127 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $188M. The largest seller was Cornerstone Wealth Management, cutting an estimated $57.5M.

  • 447 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q4 2018, up from 381 in Q3 2018.
  • Funds reported $9.15B of Vanguard Total International Bond ETF stock for Q4 2018, up 9.4% quarter-over-quarter.
  • 115 funds opened new Vanguard Total International Bond ETF positions in Q4 2018 and 44 closed out, a net change of +71 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q4 2018 was Jane Street, an estimated $188M added.
  • The largest Vanguard Total International Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $57.5M sold.

Based on aggregated 13F filings for Q4 2018.