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Vanguard ESG US Corporate Bond ETF

38 hedge funds and large institutions have $29.5M invested in Vanguard ESG US Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.68% less ownership

Funds ownership: 14.09%12.41% (-1.7%)

19% less capital invested

Capital invested by funds: $36.2M → $29.5M (-$6.75M)

34% less call options, than puts

Call options by funds: $437K | Put options by funds: $663K

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
12
Closed
6
Calls
$437K
Puts
$663K
Net Calls
-$226K
Net Calls Change
-$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
RRA
26
Round Rock Advisors
Connecticut
$214K +$220K +3,153 New
PWM
27
Perigon Wealth Management
California
$204K +$210K +3,012 New
BAM
28
Baldrige Asset Management
Pennsylvania
$143K +$42.3K +607 +40%
CA
29
Clearstead Advisors
Ohio
$135K -$33.1K -475 -19%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$128K -$61K -875 -32%
WT
31
Whittier Trust
California
$117K
COCM
32
Charter Oak Capital Management
New Hampshire
$91K -$34.9K -500 -27%
SWM
33
Spire Wealth Management
Virginia
$82K
AF
34
Advisornet Financial
Minnesota
$75K +$76.9K +1,102 New
AFS
35
Annapolis Financial Services
Maryland
$42K -$1.1M -15,796 -96%
AWM
36
AllSquare Wealth Management
New York
$38K
APA
37
American Portfolios Advisors
New York
$13.6K
CT
38
Caldwell Trust
Florida
$9.84K
PAG
39
Private Advisor Group
New Jersey
-$1.42M -19,260 Closed
AFA
40
Arlington Financial Advisors
California
-$473K -6,437 Closed
HighTower Advisors
41
HighTower Advisors
Illinois
-$263K -3,589 Closed
OFP
42
OLIO Financial Planning
Virginia
-$203K -2,767 Closed
FHA
43
First Horizon Advisors
Tennessee
-$124K -1,699 Closed
AWA
44
Amplius Wealth Advisors
Pennsylvania
-$17K -239 Closed

VCEB Hedge Fund Activity: Q1 2022 in Review

38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q1 2022, worth a combined $29.5M — down 19% from $36.2M a quarter earlier.

Fund positioning in VCEB was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 12 trimmed.

The largest buyer was Parsec Financial Management, adding an estimated $1.23M. The largest seller was Jane Street, cutting an estimated $5.08M.

  • 38 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $29.5M of Vanguard ESG US Corporate Bond ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 6 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q1 2022 and 6 closed out, a net change of 0 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q1 2022 was Parsec Financial Management, an estimated $1.23M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q1 2022 was Jane Street, an estimated $5.08M sold.

Based on aggregated 13F filings for Q1 2022.