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Vanguard Total International Bond ETF
BNDX

53 hedge funds and large institutions have $683M invested in Vanguard Total International Bond ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

47% more funds holding

Funds holding: 36 → 53 (+17)

8% more capital invested

Capital invested by funds: $629M → $683M (+$53.3M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
53
Holders Change
+17
Holders Change %
+47.22%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
22
Increased
22
Reduced
6
Closed
5
Calls
$678K
Puts
–
Net Calls
+$678K
Net Calls Change
+$13K

Top Buyers

1
JIP
Jaffetilchin Investment Partners
Florida
+$11.3M
2
Creative Planning
Creative Planning
Kansas
+$8.85M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.58M
4
AAS
Annex Advisory Services
Wisconsin
+$3.55M
5
Ameriprise
Ameriprise
Minnesota
+$3.11M

Top Sellers

1
NA
Nottingham Advisors
New York
-$10M
2
Morgan Stanley
Morgan Stanley
New York
-$6.2M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$5.58M
4
CAN
Cetera Advisor Networks
California
-$559K
5
AEPG
American Economic Planning Group
New Jersey
-$526K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$350M +$8.85M +176,096 +3%
CIA
2
Choate Investment Advisors
Massachusetts
$49M +$2.72M +54,083 +6%
Deutsche Bank
3
Deutsche Bank
Germany
$38.8M -$7.79K -155 -0%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.2M +$7.58M +150,771 +29%
AAS
5
Annex Advisory Services
Wisconsin
$30.8M +$3.55M +70,571 +13%
AI
6
Atria Investments
North Carolina
$26.1M -$260K -5,179 -1%
AEPG
7
American Economic Planning Group
New Jersey
$26M -$526K -10,466 -2%
SMM
8
Stadion Money Management
Georgia
$21.6M +$858K +17,062 +4%
Bank of America
9
Bank of America
North Carolina
$15.6M +$17.1K +341 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$13.5M -$6.2M -123,417 -32%
JIP
11
Jaffetilchin Investment Partners
Florida
$11.3M +$11.3M +223,838 New
NPC
12
National Planning Corporation
California
$10.4M +$1.82M +36,228 +21%
IH
13
IFC Holdings
Florida
$9.65M +$755K +15,016 +9%
SI
14
SII Investments
Wisconsin
$6.25M +$335K +6,664 +6%
U
15
UBS
Switzerland
$4.29M +$1.43M +28,367 +50%
CFS
16
Community Financial System
New York
$4.17M +$1.27M +25,250 +44%
Ameriprise
17
Ameriprise
Minnesota
$3.25M +$3.11M +61,796 +2,623%
OC
18
Oppenheimer & Co
New York
$2.89M +$2.87M +57,076 New
Jane Street
19
Jane Street
New York
$2.88M +$2.86M +56,900 New
ICOA
20
Investment Centers of America
North Dakota
$2.55M +$2.58M +51,328 New
VC
21
Vicus Capital
Pennsylvania
$2.26M +$2.25M +44,724 New
LPL Financial
22
LPL Financial
California
$2.1M +$416K +8,269 +25%
QCMC
23
Quantum Capital Management (California)
California
$2.05M +$66.9K +1,330 +3%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.97M +$1.87M +37,177 +2,073%
PFM
25
Phillips Financial Management
Indiana
$1.85M +$1.83M +36,459 New
1
2 3

BNDX Hedge Fund Activity: Q1 2014 in Review

53 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q1 2014, worth a combined $683M — up 8.5% from $629M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BNDX positions and 5 closed out — a net gain of 17 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Jaffetilchin Investment Partners, opening a new position worth an estimated $11.3M. The largest seller was Nottingham Advisors, exiting entirely with an estimated $10M sold.

  • 53 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q1 2014, up from 36 in Q4 2013.
  • Funds reported $683M of Vanguard Total International Bond ETF stock for Q1 2014, up 8.5% quarter-over-quarter.
  • 22 funds opened new Vanguard Total International Bond ETF positions in Q1 2014 and 5 closed out, a net change of +17 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q1 2014 was Jaffetilchin Investment Partners, an estimated $11.3M added.
  • The largest Vanguard Total International Bond ETF seller in Q1 2014 was Nottingham Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2014.