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Vanguard Total International Bond ETF

283 hedge funds and large institutions have $4.98B invested in Vanguard Total International Bond ETF in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 15

123% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $4.38B → $4.98B (+$602M)

13% more funds holding

Funds holding: 250283 (+33)

2.24% less ownership

Funds ownership: 67.43%65.18% (-2.2%)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

Holders
283
Holders Change
+33
Holders Change %
+13.2%
% of All Funds
7.06%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.85%
New
53
Increased
143
Reduced
64
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$838M +$128M +2,351,657 +18%
Betterment LLC
2
Betterment LLC
New York
$513M +$68.7M +1,260,233 +15%
CSIA
3
Charles Schwab Investment Advisory
California
$456M +$85.4M +1,567,420 +23%
Bank of America
4
Bank of America
North Carolina
$387M +$22.2M +406,748 +6%
QI
5
QS Investors
New York
$265M +$22.9M +420,394 +9%
Fidelity International
6
Fidelity International
Bermuda
$180M -$13.6M -249,617 -7%
Ameriprise
7
Ameriprise
Minnesota
$173M -$2.52M -46,270 -1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$117M +$8.46M +155,141 +8%
Morgan Stanley
9
Morgan Stanley
New York
$105M +$2.82M +51,823 +3%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$93.4M +$93.7M +1,718,310 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$78.6M +$11.9M +218,740 +18%
JP Morgan Chase
12
JP Morgan Chase
New York
$77.9M -$3.14M -57,566 -4%
AssetMark Inc
13
AssetMark Inc
California
$77.9M +$7.18M +131,741 +10%
BlackRock
14
BlackRock
New York
$77.2M +$2.88M +52,764 +4%
UBS Group
15
UBS Group
Switzerland
$71.5M -$7.51M -137,803 -9%
Vanguard Group
16
Vanguard Group
Pennsylvania
$68.9M +$7.87M +144,363 +13%
Wells Fargo
17
Wells Fargo
California
$59.9M +$4.48M +82,116 +8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$57.7M +$2.01M +36,966 +4%
IH
19
IFC Holdings
Florida
$52M +$3.52M +64,539 +7%
AG
20
Advisor Group
Arizona
$49.9M +$12M +219,277 +31%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$49.1M +$10M +183,525 +26%
UCFA
22
United Capital Financial Advisors
Texas
$41.3M +$1.06M +19,452 +3%
SI
23
SII Investments
Wisconsin
$35.5M +$1.74M +31,984 +5%
VA
24
Valmark Advisers
Ohio
$35.2M +$43.8K +803 +0.1%
SFPM
25
Sensible Financial Planning & Management
Massachusetts
$33.8M +$942K +17,280 +3%

BNDX Hedge Fund Activity: Q2 2017 in Review

283 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q2 2017, worth a combined $4.98B — up 14% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BNDX positions and 15 closed out — a net gain of 38 holders — while 143 added to existing stakes and 64 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $128M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $15.9M.

  • 283 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q2 2017, up from 250 in Q1 2017.
  • Funds reported $4.98B of Vanguard Total International Bond ETF stock for Q2 2017, up 14% quarter-over-quarter.
  • 53 funds opened new Vanguard Total International Bond ETF positions in Q2 2017 and 15 closed out, a net change of +38 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $128M added.
  • The largest Vanguard Total International Bond ETF seller in Q2 2017 was Retirement Planning Group (Kansas), an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2017.