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Vanguard ESG US Corporate Bond ETF

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

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

36% more capital invested

Capital invested by funds: $163M → $223M (+$59.1M)

7% more funds holding

Funds holding: 6165 (+4)

3.69% more ownership

Funds ownership: 39.15%42.84% (+3.7%)

94% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $20.4M

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
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
26
Level Financial Advisors
New York
$953K +$113K +1,863 +14%
CFG
27
Carr Financial Group
Massachusetts
$938K
NYLIM
28
New York Life Investment Management
New York
$853K -$4.65K -77 -0.6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$799K +$43.9K +727 +6%
AFS
30
Annapolis Financial Services
Maryland
$773K +$697K +11,532 +1,742%
AIP
31
Ameritas Investment Partners
Nebraska
$680K +$6.4K +106 +1%
AF
32
Allworth Financial
California
$586K -$55.3K -915 -9%
VNA
33
Valley National Advisers
Pennsylvania
$567K +$38.7K +640 +8%
WCWM
34
Willow Creek Wealth Management
California
$465K -$13.8K -229 -3%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$445K +$38.1K +630 +10%
WFA
36
West Financial Advisors
Iowa
$443K -$28.2K -466 -6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$429K +$409K +6,768 New
SRB
38
Shotwell Rutter Baer
Michigan
$413K +$394K +6,526 New
LSA
39
Lion Street Advisors
Texas
$396K
MML Investors Services
40
MML Investors Services
Massachusetts
$364K -$8.04K -133 -2%
RJA
41
Raymond James & Associates
Florida
$354K +$967 +16 +0.3%
LOIP
42
Live Oak Investment Partners
Texas
$318K
Osaic Holdings
43
Osaic Holdings
Arizona
$314K -$24.5K -405 -8%
EP
44
Essential Planning
New Hampshire
$298K -$16.5K -273 -5%
KMWM
45
Keudell/Morrison Wealth Management
Oregon
$295K +$906 +15 +0.3%
BW
46
BIP Wealth
Georgia
$281K +$268K +4,435 New
JP Morgan Chase
47
JP Morgan Chase
New York
$242K -$25K -413 -10%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$227K +$64.3K +1,064 +42%
RRA
49
Round Rock Advisors
Connecticut
$216K +$206K +3,408 New
GAM
50
Gould Asset Management
California
$208K -$222K -3,670 -53%

VCEB Hedge Fund Activity: Q4 2023 in Review

65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q4 2023, worth a combined $223M — up 36% from $163M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VCEB positions and 3 closed out — a net gain of 8 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $20.3M. The largest seller was Northland Capital Management, cutting an estimated $1.16M.

  • 65 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $223M of Vanguard ESG US Corporate Bond ETF stock for Q4 2023, up 36% quarter-over-quarter.
  • 11 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q4 2023 and 3 closed out, a net change of +8 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q4 2023 was Vanguard Group, an estimated $20.3M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q4 2023 was Northland Capital Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2023.