We are live on ! Find out more
VCEB icon

Vanguard ESG US Corporate Bond ETF

61 hedge funds and large institutions have $163M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $152M → $163M (+$11M)

1.91% more ownership

Funds ownership: 37.24%39.15% (+1.9%)

6% less funds holding

Funds holding: 6561 (-4)

19% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.66M

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
39
Reduced
7
Closed
8
Calls
$2.15M
Puts
$2.66M
Net Calls
-$512K
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$705K +$56.5K +929 +8%
AIP
27
Ameritas Investment Partners
Nebraska
$631K +$272K +4,463 +72%
AF
28
Allworth Financial
California
$603K +$53.5K +880 +9%
LOIP
29
Live Oak Investment Partners
Texas
$589K
VNA
30
Valley National Advisers
Pennsylvania
$494K +$9.43K +155 +2%
WCWM
31
Willow Creek Wealth Management
California
$449K +$11.1K +183 +2%
WFA
32
West Financial Advisors
Iowa
$443K +$122 +2 +0%
GAM
33
Gould Asset Management
California
$412K +$23.1K +380 +6%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$380K +$3.65K +60 +0.9%
LSA
35
Lion Street Advisors
Texas
$371K +$380K +6,245 New
MML Investors Services
36
MML Investors Services
Massachusetts
$349K +$14.8K +243 +4%
RJA
37
Raymond James & Associates
Florida
$331K
Osaic Holdings
38
Osaic Holdings
Arizona
$318K +$101K +1,660 +45%
EP
39
Essential Planning
New Hampshire
$296K
KMWM
40
Keudell/Morrison Wealth Management
Oregon
$275K +$35.6K +585 +14%
SM
41
Sweeney & Michel
California
$256K -$58.7K -965 -18%
JP Morgan Chase
42
JP Morgan Chase
New York
$251K +$257K +4,224 New
WT
43
Whittier Trust
California
$238K -$105K -1,730 -30%
CAN
44
Cetera Advisor Networks
California
$225K +$231K +3,791 New
UBS Group
45
UBS Group
Switzerland
$205K -$192K -3,152 -48%
SWM
46
Spire Wealth Management
Virginia
$178K +$1.03K +17 +0.6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$150K -$3.59K -59 -2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$135K
AF
49
Advisornet Financial
Minnesota
$102K
FHA
50
First Horizon Advisors
Tennessee
$97.5K +$974 +16 +1%

VCEB Hedge Fund Activity: Q3 2023 in Review

61 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q3 2023, worth a combined $163M — up 7.2% from $152M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VCEB and 4 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 39 added.

The largest buyer was Jane Street, adding an estimated $4.45M. The largest seller was Team Hewins, exiting entirely with an estimated $1.48M sold.

  • 61 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q3 2023, down from 65 in Q2 2023.
  • Funds reported $163M of Vanguard ESG US Corporate Bond ETF stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 4 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q3 2023 and 8 closed out, a net change of -4 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q3 2023 was Jane Street, an estimated $4.45M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q3 2023 was Team Hewins, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2023.