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Vanguard Total International Bond ETF

359 hedge funds and large institutions have $6.03B invested in Vanguard Total International Bond ETF in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 163 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 15

140% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 68

53% more funds holding in top 10

Funds holding in top 10: 3249 (+17)

23% more funds holding

Funds holding: 291359 (+68)

8% more capital invested

Capital invested by funds: $5.56B → $6.03B (+$467M)

4.28% more ownership

Funds ownership: 67.93%72.21% (+4.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $212K

Holders
359
Holders Change
+68
Holders Change %
+23.37%
% of All Funds
8.14%
Holding in Top 10
49
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+53.13%
% of All Funds
1.11%
New
84
Increased
163
Reduced
68
Closed
15
Calls
Puts
$212K
Net Calls
-$212K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$995M +$42.9M +782,594 +4%
Bank of America
2
Bank of America
North Carolina
$696M +$62.4M +1,136,548 +10%
Betterment LLC
3
Betterment LLC
New York
$667M +$82.6M +1,506,209 +14%
CSIA
4
Charles Schwab Investment Advisory
California
$625M +$85.8M +1,563,083 +16%
Fidelity International
5
Fidelity International
Bermuda
$168M -$14.4M -262,748 -8%
QI
6
QS Investors
New York
$146M -$119M -2,164,681 -45%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$135M +$11.4M +208,540 +9%
Ameriprise
8
Ameriprise
Minnesota
$123M -$883K -16,097 -0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$98.7M +$10.6M +192,300 +12%
LPL Financial
10
LPL Financial
California
$93.5M +$64.5M +1,176,257 +217%
Morgan Stanley
11
Morgan Stanley
New York
$93.1M -$7.12M -129,721 -7%
AssetMark Inc
12
AssetMark Inc
California
$86.9M +$11.1M +201,567 +14%
Vanguard Group
13
Vanguard Group
Pennsylvania
$82.2M +$9.97M +181,708 +14%
Wells Fargo
14
Wells Fargo
California
$79.6M +$1.96M +35,748 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$78.1M +$380K +6,925 +0.5%
AG
16
Advisor Group
Arizona
$77.8M +$16.1M +292,972 +26%
UBS Group
17
UBS Group
Switzerland
$75.8M +$3.11M +56,701 +4%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$72.7M -$13.9M -252,600 -16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$70M +$9.55M +174,090 +16%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$62M +$2.91M +53,074 +5%
BlackRock
21
BlackRock
New York
$60.7M -$274K -4,988 -0.4%
IH
22
IFC Holdings
Florida
$55.4M +$61.1K +1,114 +0.1%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$44.1M +$12.2M +221,497 +38%
SFPM
24
Sensible Financial Planning & Management
Massachusetts
$44M +$4.26M +77,562 +11%
UCFA
25
United Capital Financial Advisors
Texas
$43.9M +$952K +17,356 +2%

BNDX Hedge Fund Activity: Q4 2017 in Review

359 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q4 2017, worth a combined $6.03B — up 8.4% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BNDX positions and 15 closed out — a net gain of 69 holders — while 163 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $85.8M. The largest seller was QS Investors, cutting an estimated $119M.

  • 359 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q4 2017, up from 291 in Q3 2017.
  • Funds reported $6.03B of Vanguard Total International Bond ETF stock for Q4 2017, up 8.4% quarter-over-quarter.
  • 84 funds opened new Vanguard Total International Bond ETF positions in Q4 2017 and 15 closed out, a net change of +69 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $85.8M added.
  • The largest Vanguard Total International Bond ETF seller in Q4 2017 was QS Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2017.