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Vanguard Total International Bond ETF
BNDX

36 hedge funds and large institutions have $629M invested in Vanguard Total International Bond ETF in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

64% more funds holding

Funds holding: 22 → 36 (+14)

25% more capital invested

Capital invested by funds: $502M → $629M (+$127M)

Holders
36
Holders Change
+14
Holders Change %
+63.64%
% of All Funds
1.04%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.2%
New
18
Increased
12
Reduced
5
Closed
4
Calls
$665K
Puts
–
Net Calls
+$665K
Net Calls Change
+$665K

Top Buyers

1
CIA
Choate Investment Advisors
Massachusetts
+$45.5M
2
AEPG
American Economic Planning Group
New Jersey
+$26.1M
3
SMM
Stadion Money Management
Georgia
+$20.4M
4
AAS
Annex Advisory Services
Wisconsin
+$17.3M
5
Bank of America
Bank of America
North Carolina
+$14.8M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$9.48M
2
Creative Planning
Creative Planning
Kansas
-$5.23M
3
ICOA
Investment Centers of America
North Dakota
-$2.55M
4
AI
Atria Investments
North Carolina
-$1.96M
5
Morgan Stanley
Morgan Stanley
New York
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$335M -$5.23M -104,856 -2%
CIA
2
Choate Investment Advisors
Massachusetts
$45.3M +$45.5M +913,683 New
Deutsche Bank
3
Deutsche Bank
Germany
$38.1M – – –
AAS
4
Annex Advisory Services
Wisconsin
$26.7M +$17.3M +348,076 +182%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.1M +$4.12M +82,658 +19%
AEPG
6
American Economic Planning Group
New Jersey
$26M +$26.1M +523,273 New
AI
7
Atria Investments
North Carolina
$25.9M -$1.96M -39,360 -7%
SMM
8
Stadion Money Management
Georgia
$20.3M +$20.4M +409,614 New
Morgan Stanley
9
Morgan Stanley
New York
$19.3M -$1.92M -38,465 -9%
Bank of America
10
Bank of America
North Carolina
$15.2M +$14.8M +296,827 +2,834%
NA
11
Nottingham Advisors
New York
$10M +$4.04M +81,124 +67%
IH
12
IFC Holdings
Florida
$8.69M +$927K +18,608 +12%
NPC
13
National Planning Corporation
California
$8.44M +$1.81M +36,413 +27%
SI
14
SII Investments
Wisconsin
$5.84M +$732K +14,694 +14%
CCMG
15
Clark Capital Management Group
Pennsylvania
$5.58M +$5.6M +112,369 New
CFS
16
Community Financial System
New York
$2.84M +$1.52M +30,600 +115%
U
17
UBS
Switzerland
$2.8M +$2.72M +54,632 +2,961%
QCMC
18
Quantum Capital Management (California)
California
$1.94M +$1.95M +39,175 New
LPL Financial
19
LPL Financial
California
$1.65M +$16.3K +328 +1%
AssetMark Inc
20
AssetMark Inc
California
$704K +$707K +14,194 New
VFS
21
VSR Financial Services
Kansas
$613K +$616K +12,356 New
CAN
22
Cetera Advisor Networks
California
$559K +$561K +11,264 New
VKH
23
Virtu KCG Holdings
New York
$466K -$1.2M -23,983 -72%
CT
24
Coastline Trust
Rhode Island
$397K +$399K +8,000 New
MFP
25
Mosaic Financial Partners
California
$323K +$325K +6,513 New
1
2

BNDX Hedge Fund Activity: Q4 2013 in Review

36 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q4 2013, worth a combined $629M — up 25% from $502M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BNDX positions and 4 closed out — a net gain of 14 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $45.5M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $9.48M sold.

  • 36 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q4 2013, up from 22 in Q3 2013.
  • Funds reported $629M of Vanguard Total International Bond ETF stock for Q4 2013, up 25% quarter-over-quarter.
  • 18 funds opened new Vanguard Total International Bond ETF positions in Q4 2013 and 4 closed out, a net change of +14 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q4 2013 was Choate Investment Advisors, an estimated $45.5M added.
  • The largest Vanguard Total International Bond ETF seller in Q4 2013 was Cambridge Investment Research Advisors, an estimated $9.48M sold.

Based on aggregated 13F filings for Q4 2013.