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Vanguard ESG US Corporate Bond ETF

65 hedge funds and large institutions have $152M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

30% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $1.36M

11% more capital invested

Capital invested by funds: $137M → $152M (+$15.7M)

10% more funds holding

Funds holding: 5965 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.56% less ownership

Funds ownership: 39.8%37.24% (-2.6%)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
10
Closed
5
Calls
$1.76M
Puts
$1.36M
Net Calls
+$406K
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$678K +$679K +10,943 New
LFA
27
Level Financial Advisors
New York
$642K +$155K +2,495 +32%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$638K +$638K +10,288 New
AF
29
Allworth Financial
California
$575K +$2.85K +46 +0.5%
VNA
30
Valley National Advisers
Pennsylvania
$506K +$283K +4,565 +127%
WFA
31
West Financial Advisors
Iowa
$462K -$10K -162 -2%
WCWM
32
Willow Creek Wealth Management
California
$458K +$18.5K +298 +4%
UBS Group
33
UBS Group
Switzerland
$409K +$26.4K +426 +7%
GAM
34
Gould Asset Management
California
$407K
RCAG
35
Rehmann Capital Advisory Group
Michigan
$392K -$8.93K -144 -2%
AIP
36
Ameritas Investment Partners
Nebraska
$382K +$2.67K +43 +0.7%
WT
37
Whittier Trust
California
$356K
MML Investors Services
38
MML Investors Services
Massachusetts
$349K +$349K +5,631 New
RJA
39
Raymond James & Associates
Florida
$345K -$1.99K -32 -0.6%
SM
40
Sweeney & Michel
California
$321K +$7.38K +119 +2%
OMC
41
Old Mission Capital
Illinois
$310K +$70.6K +1,138 +29%
EP
42
Essential Planning
New Hampshire
$309K +$28.2K +455 +10%
BW
43
BIP Wealth
Georgia
$275K +$275K +4,435 New
KMWM
44
Keudell/Morrison Wealth Management
Oregon
$251K +$10.9K +175 +5%
CF
45
Corrigan Financial
Rhode Island
$242K -$8.25K -133 -3%
Osaic Holdings
46
Osaic Holdings
Arizona
$229K -$50.1K -807 -18%
SWM
47
Spire Wealth Management
Virginia
$184K +$110K +1,773 +148%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$160K +$10.2K +165 +7%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$141K
AF
50
Advisornet Financial
Minnesota
$106K

VCEB Hedge Fund Activity: Q2 2023 in Review

65 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q2 2023, worth a combined $152M — up 11% from $137M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VCEB positions and 5 closed out — a net gain of 8 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.93M. The largest seller was LPL Financial, cutting an estimated $451K.

  • 65 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $152M of Vanguard ESG US Corporate Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 13 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q2 2023 and 5 closed out, a net change of +8 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q2 2023 was Vanguard Group, an estimated $6.93M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q2 2023 was LPL Financial, an estimated $451K sold.

Based on aggregated 13F filings for Q2 2023.