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Vanguard ESG US Corporate Bond ETF
VCEB

Overview Fund Activity

65 hedge funds and large institutions have $223M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
29
Reduced
19
Closed
3
Calls
$1.21M
Puts
$20.4M
Net Calls
-$19.2M
Net Calls Change
-$18.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$104M
2
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$11.9M
3
DC
DeDora Capital
California
$8.39M
4
UBS Group
UBS Group
Switzerland
$2.31M
5
TH
Team Hewins
California
$1.53M

Top Sellers

1
NCM
Northland Capital Management
Minnesota
$2.3M
2
Jane Street
Jane Street
New York
$6.25M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
LOIP
Live Oak Investment Partners
Texas
$318K
5
GAM
Gould Asset Management
California
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
26
Level Financial Advisors
New York
$953K +$118K +1,863 +14%
CFG
27
Carr Financial Group
Massachusetts
$938K – – –
NYLIM
28
New York Life Investment Management
New York
$853K -$4.88K -77 -0.6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$799K +$46.1K +727 +6%
AFS
30
Annapolis Financial Services
Maryland
$773K +$731K +11,532 +1,742%
AIP
31
Ameritas Investment Partners
Nebraska
$680K +$6.72K +106 +1%
AF
32
Allworth Financial
California
$586K -$58K -915 -9%
VNA
33
Valley National Advisers
Pennsylvania
$567K +$40.5K +640 +8%
WCWM
34
Willow Creek Wealth Management
California
$465K -$14.5K -229 -3%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$445K +$39.9K +630 +10%
WFA
36
West Financial Advisors
Iowa
$443K -$29.5K -466 -6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$429K +$429K +6,768 New
SRB
38
Shotwell Rutter Baer
Michigan
$413K +$413K +6,526 New
LSA
39
Lion Street Advisors
Texas
$396K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$364K -$8.43K -133 -2%
RJA
41
Raymond James & Associates
Florida
$354K +$1.01K +16 +0.3%
LOIP
42
Live Oak Investment Partners
Texas
$318K -$589K – –
Osaic Holdings
43
Osaic Holdings
Arizona
$314K -$25.7K -405 -8%
EP
44
Essential Planning
New Hampshire
$298K -$17.3K -273 -5%
KMWM
45
Keudell/Morrison Wealth Management
Oregon
$295K +$951 +15 +0.3%
BW
46
BIP Wealth
Georgia
$281K +$281K +4,435 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$242K -$26.2K -413 -10%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$227K +$67.4K +1,064 +42%
RRA
49
Round Rock Advisors
Connecticut
$216K +$216K +3,408 New
GAM
50
Gould Asset Management
California
$208K -$233K -3,670 -53%
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