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Vanguard ESG US Corporate Bond ETF
VCEB

69 hedge funds and large institutions have $154M invested in Vanguard ESG US Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

6% more funds holding

Funds holding: 65 → 69 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

14.34% less ownership

Funds ownership: 42.84% → 28.5% (-14%)

31% less capital invested

Capital invested by funds: $223M → $154M (-$68.9M)

87% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $14.9M

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
37
Reduced
7
Closed
8
Calls
$1.87M
Puts
$14.9M
Net Calls
-$13M
Net Calls Change
+$6.14M

Top Buyers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
+$4.92M
2
DC
DeDora Capital
California
+$1.62M
3
HDIM
Hanson & Doremus Investment Management
Vermont
+$1.59M
4
NA
NewEdge Advisors
Louisiana
+$1.12M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$61.4M
2
Jane Street
Jane Street
New York
-$6.25M
3
EB
Eastern Bank
Massachusetts
-$5.69M
4
NYLIM
New York Life Investment Management
New York
-$853K
5
AFS
Annapolis Financial Services
Maryland
-$773K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
26
Level Financial Advisors
New York
$804K -$140K -2,229 -15%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$731K +$505K +8,066 +225%
AIP
28
Ameritas Investment Partners
Nebraska
$679K +$5.07K +81 +0.8%
VNA
29
Valley National Advisers
Pennsylvania
$657K +$95.6K +1,528 +17%
AF
30
Allworth Financial
California
$582K +$2.07K +33 +0.4%
MML Investors Services
31
MML Investors Services
Massachusetts
$483K +$123K +1,962 +34%
WCWM
32
Willow Creek Wealth Management
California
$471K +$10.7K +171 +2%
GAM
33
Gould Asset Management
California
$457K +$250K +4,000 +122%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$443K +$2.75K +44 +0.6%
WFA
35
West Financial Advisors
Iowa
$439K +$689 +11 +0.2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$425K – – –
LSA
37
Lion Street Advisors
Texas
$396K – – –
RJA
38
Raymond James & Associates
Florida
$350K – – –
KMWM
39
Keudell/Morrison Wealth Management
Oregon
$337K +$45.1K +720 +15%
HI
40
Harbour Investments
Wisconsin
$318K +$317K +5,062 New
EP
41
Essential Planning
New Hampshire
$298K – – –
FGAM
42
Financial Gravity Asset Management
Texas
$292K +$154K +2,454 +113%
Osaic Holdings
43
Osaic Holdings
Arizona
$291K -$20.2K -322 -6%
SM
44
Sweeney & Michel
California
$273K +$277K +4,418 New
JP Morgan Chase
45
JP Morgan Chase
New York
$234K -$5.45K -87 -2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$221K +$220K +3,515 New
RRA
47
Round Rock Advisors
Connecticut
$214K – – –
FF
48
Farrell Financial
New York
$210K +$210K +3,349 New
AIS
49
American Investment Services
Massachusetts
$205K +$5.38K +86 +3%
CAN
50
Cetera Advisor Networks
California
$203K +$203K +3,242 New
1
2
3 4

VCEB Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q1 2024, worth a combined $154M — down 31% from $223M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VCEB positions and 8 closed out — a net gain of 4 holders — while 37 added to existing stakes and 7 trimmed.

The largest buyer was SageView Advisory Group, opening a new position worth an estimated $4.92M. The largest seller was Vanguard Group, cutting an estimated $61.4M.

  • 69 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $154M of Vanguard ESG US Corporate Bond ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 12 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q1 2024 and 8 closed out, a net change of +4 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $4.92M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q1 2024 was Vanguard Group, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2024.