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Vanguard ESG US Corporate Bond ETF
VCEB

75 hedge funds and large institutions have $192M invested in Vanguard ESG US Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $154M → $192M (+$38.7M)

9% more funds holding

Funds holding: 69 → 75 (+6)

2.26% more ownership

Funds ownership: 28.5% → 30.77% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

68% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $9.23M

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
38
Reduced
8
Closed
8
Calls
$2.94M
Puts
$9.23M
Net Calls
-$6.29M
Net Calls Change
+$6.75M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$11.7M
2
OMC
Old Mission Capital
Illinois
+$5.47M
3
SA
Stewardship Advisors
Pennsylvania
+$3.61M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$3.32M
5
Cerity Partners
Cerity Partners
New York
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$4.85M
2
DFA
DHK Financial Advisors
New Hampshire
-$1.09M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$425K
4
SM
Sweeney & Michel
California
-$273K
5
Betterment LLC
Betterment LLC
New York
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Whittier Trust
California
$1.15M – – –
BP
27
Ballentine Partners
Massachusetts
$1.02M +$1.02M +16,493 New
CFG
28
Carr Financial Group
Massachusetts
$1.01M +$91.1K +1,474 +10%
LFA
29
Level Financial Advisors
New York
$845K +$49.1K +795 +6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$804K -$48.6K -787 -6%
AIP
31
Ameritas Investment Partners
Nebraska
$727K +$56K +906 +8%
AF
32
Allworth Financial
California
$721K +$138K +2,236 +24%
VNA
33
Valley National Advisers
Pennsylvania
$667K +$17.1K +277 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$651K -$71.7K -1,161 -10%
NCM
35
Novare Capital Management
North Carolina
$650K +$648K +10,480 New
HI
36
Harbour Investments
Wisconsin
$564K +$248K +4,018 +79%
MML Investors Services
37
MML Investors Services
Massachusetts
$526K +$47.8K +773 +10%
WFA
38
West Financial Advisors
Iowa
$500K +$64.9K +1,050 +15%
GAM
39
Gould Asset Management
California
$451K – – –
RCAG
40
Rehmann Capital Advisory Group
Michigan
$443K +$4.39K +71 +1%
WCWM
41
Willow Creek Wealth Management
California
$432K -$33.9K -548 -7%
SRB
42
Shotwell Rutter Baer
Michigan
$408K +$404K +6,533 New
EP
43
Essential Planning
New Hampshire
$399K +$106K +1,716 +36%
LSA
44
Lion Street Advisors
Texas
$388K – – –
JP Morgan Chase
45
JP Morgan Chase
New York
$365K +$133K +2,155 +58%
PAG
46
Private Advisor Group
New Jersey
$353K +$351K +5,684 New
RJA
47
Raymond James & Associates
Florida
$347K – – –
KMWM
48
Keudell/Morrison Wealth Management
Oregon
$341K +$7.85K +127 +2%
Osaic Holdings
49
Osaic Holdings
Arizona
$336K +$48.2K +780 +17%
LOIP
50
Live Oak Investment Partners
Texas
$311K – – –
1
2
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VCEB Hedge Fund Activity: Q2 2024 in Review

75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q2 2024, worth a combined $192M — up 25% from $154M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VCEB positions and 8 closed out — a net gain of 8 holders — while 38 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.7M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $4.85M sold.

  • 75 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q2 2024, up from 69 in Q1 2024.
  • Funds reported $192M of Vanguard ESG US Corporate Bond ETF stock for Q2 2024, up 25% quarter-over-quarter.
  • 16 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q2 2024 and 8 closed out, a net change of +8 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q2 2024 was Vanguard Group, an estimated $11.7M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q2 2024 was SageView Advisory Group, an estimated $4.85M sold.

Based on aggregated 13F filings for Q2 2024.