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Vanguard ESG US Corporate Bond ETF
VCEB

54 hedge funds and large institutions have $55.6M invested in Vanguard ESG US Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

92% more call options, than puts

Call options by funds: $845K | Put options by funds: $440K

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

62% more capital invested

Capital invested by funds: $34.4M → $55.6M (+$21.2M)

13% more funds holding

Funds holding: 48 → 54 (+6)

4.75% less ownership

Funds ownership: 24.36% → 19.6% (-4.8%)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
22
Reduced
12
Closed
7
Calls
$845K
Puts
$440K
Net Calls
+$405K
Net Calls Change
-$854K

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$8.48M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.82M
3
EB
Eastern Bank
Massachusetts
+$3.64M
4
Bank of America
Bank of America
North Carolina
+$1.64M
5
DJSG
D.J. St. Germain
Massachusetts
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
CCA
Column Capital Advisors
Indiana
-$5.12M
2
Jane Street
Jane Street
New York
-$4.01M
3
AFS
Annapolis Financial Services
Maryland
-$663K
4
NCM
Northland Capital Management
Minnesota
-$589K
5
WCWM
Willow Creek Wealth Management
California
-$393K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$369K -$80.9K -1,342 -18%
WS
27
Wedbush Securities
California
$357K -$320K -5,307 -47%
MWM
28
Modera Wealth Management
New Jersey
$350K +$347K +5,764 New
WT
29
Whittier Trust
California
$349K +$242K +4,015 +232%
DFA
30
DHK Financial Advisors
New Hampshire
$342K +$3.74K +62 +1%
LFA
31
Level Financial Advisors
New York
$333K +$76.4K +1,267 +30%
CF
32
Corrigan Financial
Rhode Island
$241K +$2.23K +37 +0.9%
Osaic Holdings
33
Osaic Holdings
Arizona
$231K -$74.2K -1,232 -24%
GAM
34
Gould Asset Management
California
$201K +$200K +3,315 New
CCA
35
Column Capital Advisors
Indiana
$192K -$5.12M -84,916 -31%
UBS Group
36
UBS Group
Switzerland
$189K +$46K +763 +32%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$173K +$241 +4 +0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$138K – – –
BAM
39
Baldrige Asset Management
Pennsylvania
$131K +$3.13K +52 +2%
VNA
40
Valley National Advisers
Pennsylvania
$119K +$77.4K +1,284 +205%
FHA
41
First Horizon Advisors
Tennessee
$97.2K +$1.08K +18 +1%
SWM
42
Spire Wealth Management
Virginia
$73K – – –
AF
43
Advisornet Financial
Minnesota
$66.9K – – –
AF
44
Allworth Financial
California
$53.9K +$46K +764 +611%
WOSD
45
WFA of San Diego
California
$50.7K +$50.3K +835 New
AFS
46
Annapolis Financial Services
Maryland
$37.3K -$663K -10,994 -95%
AWM
47
AllSquare Wealth Management
New York
$34.2K – – –
BC
48
Burleson & Co
California
$12.1K – – –
CT
49
Caldwell Trust
Florida
$8.8K – – –
FSWA
50
Financial Synergies Wealth Advisors
Texas
$5.21K +$783 +13 +18%
1
2
3

VCEB Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q4 2022, worth a combined $55.6M — up 62% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VCEB positions and 7 closed out — a net gain of 7 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $8.48M. The largest seller was Column Capital Advisors, cutting an estimated $5.12M.

  • 54 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $55.6M of Vanguard ESG US Corporate Bond ETF stock for Q4 2022, up 62% quarter-over-quarter.
  • 14 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q4 2022 and 7 closed out, a net change of +7 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q4 2022 was Truist Financial, an estimated $8.48M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q4 2022 was Column Capital Advisors, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2022.