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Vanguard ESG US Corporate Bond ETF
VCEB

78 hedge funds and large institutions have $233M invested in Vanguard ESG US Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 11

283% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $704K

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $192M → $233M (+$41.1M)

4% more funds holding

Funds holding: 75 → 78 (+3)

3.12% more ownership

Funds ownership: 30.77% → 33.89% (+3.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
47
Reduced
11
Closed
7
Calls
$2.7M
Puts
$704K
Net Calls
+$1.99M
Net Calls Change
+$8.29M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$15.4M
2
SAG
SageView Advisory Group
California
+$12.3M
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$4.61M
4
Jane Street
Jane Street
New York
+$3.18M
5
MWM
Modera Wealth Management
New Jersey
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$5.5M
2
BP
Ballentine Partners
Massachusetts
-$1.02M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$570K
4
LSA
Lion Street Advisors
Texas
-$388K
5
CFG
Carr Financial Group
Massachusetts
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Whittier Trust
California
$1.2M – – –
SCA
27
Scott Capital Advisors
Oregon
$938K +$921K +14,453 New
LFA
28
Level Financial Advisors
New York
$883K +$510 +8 +0.1%
WFA
29
West Financial Advisors
Iowa
$836K +$308K +4,829 +60%
AIP
30
Ameritas Investment Partners
Nebraska
$782K +$21.6K +339 +3%
AF
31
Allworth Financial
California
$752K +$4.78K +75 +0.7%
CFG
32
Carr Financial Group
Massachusetts
$741K -$309K -4,853 -30%
NCM
33
Novare Capital Management
North Carolina
$704K +$23.6K +370 +4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$651K -$29.2K -458 -4%
JP Morgan Chase
35
JP Morgan Chase
New York
$566K +$182K +2,852 +49%
MML Investors Services
36
MML Investors Services
Massachusetts
$545K -$4.46K -70 -0.8%
CAG
37
Csenge Advisory Group
Florida
$534K +$533K +8,367 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$514K +$360K +5,645 +249%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$468K +$4.52K +71 +1%
WCWM
40
Willow Creek Wealth Management
California
$463K +$11.3K +178 +3%
VNA
41
Valley National Advisers
Pennsylvania
$458K -$235K -3,696 -34%
SRB
42
Shotwell Rutter Baer
Michigan
$443K +$24.2K +380 +6%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$425K +$417K +6,549 New
EP
44
Essential Planning
New Hampshire
$414K -$2.93K -46 -0.7%
BCWM
45
Bartlett & Co Wealth Management
Ohio
$375K +$337K +5,290 +1,071%
PAG
46
Private Advisor Group
New Jersey
$370K +$828 +13 +0.2%
RJA
47
Raymond James & Associates
Florida
$362K – – –
FF
48
Farrell Financial
New York
$361K +$118K +1,856 +48%
LOIP
49
Live Oak Investment Partners
Texas
$325K – – –
Osaic Holdings
50
Osaic Holdings
Arizona
$321K -$29.5K -463 -9%
1
2
3 4

VCEB Hedge Fund Activity: Q3 2024 in Review

78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q3 2024, worth a combined $233M — up 21% from $192M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VCEB positions and 7 closed out — a net gain of 5 holders — while 47 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $5.5M sold.

  • 78 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q3 2024, up from 75 in Q2 2024.
  • Funds reported $233M of Vanguard ESG US Corporate Bond ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 12 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q3 2024 and 7 closed out, a net change of +5 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q3 2024 was Vanguard Group, an estimated $15.4M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $5.5M sold.

Based on aggregated 13F filings for Q3 2024.