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Vanguard Total International Bond ETF

469 hedge funds and large institutions have $12B invested in Vanguard Total International Bond ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 202 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

33% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 152

31% more capital invested

Capital invested by funds: $9.15B → $12B (+$2.8B)

5% more funds holding

Funds holding: 447469 (+22)

2.01% more ownership

Funds ownership: 71.46%73.47% (+2%)

9% more call options, than puts

Call options by funds: $602K | Put options by funds: $552K

14% less funds holding in top 10

Funds holding in top 10: 7060 (-10)

Holders
469
Holders Change
+22
Holders Change %
+4.92%
% of All Funds
10.15%
Holding in Top 10
60
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.29%
% of All Funds
1.3%
New
67
Increased
202
Reduced
152
Closed
41
Calls
$602K
Puts
$552K
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
26
INR Advisory Services
Pennsylvania
$45.1M +$1.36M +24,859 +3%
BlackRock
27
BlackRock
New York
$43.2M -$29M -528,452 -41%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$42.5M -$1.14M -20,793 -3%
PWAG
29
Polaris Wealth Advisory Group
California
$40.7M -$1.35M -24,570 -3%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$37.2M +$3.57M +65,074 +11%
SP
31
Symmetry Partners
Connecticut
$36.1M +$6.87M +125,187 +24%
BWM
32
Brickley Wealth Management
California
$35.3M +$235K +4,278 +0.7%
Citigroup
33
Citigroup
New York
$33.5M -$3.04M -55,331 -8%
HFA
34
Huber Financial Advisors
Illinois
$32.8M +$1.58M +28,809 +5%
RCIM
35
Red Cedar Investment Management
Michigan
$29.2M -$1.12M -20,464 -4%
MFM
36
MD Financial Management
Ontario, Canada
$28.9M +$340K +6,190 +1%
VA
37
Valmark Advisers
Ohio
$28.4M -$165K -3,005 -0.6%
SMDAM
38
Sumitomo Mitsui DS Asset Management
Japan
$28M -$5.5M -100,146 -17%
AWA
39
Alaska Wealth Advisors
Alaska
$27.1M +$19.2M +349,232 +255%
GFPC
40
Global Financial Private Capital
Florida
$26.9M -$390K -7,103 -1%
TAIM
41
TD Ameritrade Investment Management
Nebraska
$26.2M -$846K -15,424 -3%
DADC
42
D.A. Davidson & Co
Montana
$25.7M +$649K +11,819 +3%
Jane Street
43
Jane Street
New York
$25.1M -$165M -3,002,149 -87%
PFM
44
Phillips Financial Management
Indiana
$24.2M -$343K -6,247 -1%
CAL
45
Capital Analysts LLC
Pennsylvania
$23.8M +$383K +6,972 +2%
RCS
46
Retirement Capital Strategies
California
$23.5M +$3.73M +67,982 +19%
US Bancorp
47
US Bancorp
Minnesota
$23.1M +$338K +6,150 +2%
NA
48
NextCapital Advisers
Illinois
$22.8M +$6.83M +124,536 +44%
PP
49
PrairieView Partners
Minnesota
$22.1M +$246K +4,486 +1%
CSIA
50
Charles Schwab Investment Advisory
California
$21.5M -$1.46M -26,593 -6%

BNDX Hedge Fund Activity: Q1 2019 in Review

469 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q1 2019, worth a combined $12B — up 31% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BNDX positions and 41 closed out — a net gain of 26 holders — while 202 added to existing stakes and 152 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.3B. The largest seller was Fidelity International, cutting an estimated $252M.

  • 469 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q1 2019, up from 447 in Q4 2018.
  • Funds reported $12B of Vanguard Total International Bond ETF stock for Q1 2019, up 31% quarter-over-quarter.
  • 67 funds opened new Vanguard Total International Bond ETF positions in Q1 2019 and 41 closed out, a net change of +26 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $2.3B added.
  • The largest Vanguard Total International Bond ETF seller in Q1 2019 was Fidelity International, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2019.