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Vanguard ESG US Corporate Bond ETF
VCEB

59 hedge funds and large institutions have $137M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

146% more capital invested

Capital invested by funds: $55.6M → $137M (+$81.1M)

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

135% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $631K

20.2% more ownership

Funds ownership: 19.6% → 39.8% (+20%)

9% more funds holding

Funds holding: 54 → 59 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
28
Reduced
9
Closed
5
Calls
$1.48M
Puts
$631K
Net Calls
+$851K
Net Calls Change
+$446K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$69.7M
2
SWG
Summit Wealth Group
Vermont
+$12.8M
3
DC
DeDora Capital
California
+$3.4M
4
EB
Eastern Bank
Massachusetts
+$1.66M
5
B
BetterWealth
California
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
CCA
Column Capital Advisors
Indiana
-$11.9M
2
Bank of America
Bank of America
North Carolina
-$1.32M
3
Jane Street
Jane Street
New York
-$1.23M
4
LPL Financial
LPL Financial
California
-$1.19M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$406K +$2.05K +33 +0.5%
MMA
27
Miracle Mile Advisors
California
$399K – – –
DFA
28
DHK Financial Advisors
New Hampshire
$399K +$45.1K +727 +13%
LSA
29
Lion Street Advisors
Texas
$392K +$387K +6,245 New
UBS Group
30
UBS Group
Switzerland
$387K +$189K +3,053 +98%
AIP
31
Ameritas Investment Partners
Nebraska
$384K +$2.98K +48 +0.8%
WT
32
Whittier Trust
California
$360K – – –
RJA
33
Raymond James & Associates
Florida
$351K -$185K -2,981 -35%
WS
34
Wedbush Securities
California
$328K -$41.1K -662 -11%
SM
35
Sweeney & Michel
California
$316K +$318K +5,130 New
MWM
36
Modera Wealth Management
New Jersey
$314K -$46.5K -750 -13%
EP
37
Essential Planning
New Hampshire
$284K +$281K +4,524 New
Osaic Holdings
38
Osaic Holdings
Arizona
$283K +$42.9K +691 +18%
CF
39
Corrigan Financial
Rhode Island
$254K +$4.22K +68 +2%
KMWM
40
Keudell/Morrison Wealth Management
Oregon
$243K +$240K +3,873 New
OMC
41
Old Mission Capital
Illinois
$242K +$240K +3,865 New
VNA
42
Valley National Advisers
Pennsylvania
$225K +$104K +1,684 +88%
DK
43
David Kennon
Florida
$203K +$200K +3,230 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$151K -$26.9K -434 -15%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$142K – – –
BAM
46
Baldrige Asset Management
Pennsylvania
$136K – – –
AF
47
Advisornet Financial
Minnesota
$108K +$38.1K +614 +56%
FHA
48
First Horizon Advisors
Tennessee
$101K +$558 +9 +0.6%
SWM
49
Spire Wealth Management
Virginia
$75.3K – – –
US Bancorp
50
US Bancorp
Minnesota
$69.4K +$68.7K +1,107 New
1
2
3

VCEB Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q1 2023, worth a combined $137M — up 146% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VCEB positions and 5 closed out — a net gain of 7 holders — while 28 added to existing stakes and 9 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $69.7M. The largest seller was Column Capital Advisors, cutting an estimated $11.9M.

  • 59 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q1 2023, up from 54 in Q4 2022.
  • Funds reported $137M of Vanguard ESG US Corporate Bond ETF stock for Q1 2023, up 146% quarter-over-quarter.
  • 12 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q1 2023 and 5 closed out, a net change of +7 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q1 2023 was Vanguard Group, an estimated $69.7M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q1 2023 was Column Capital Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2023.