Vanguard ESG US Corporate Bond ETF
VCEB
54 hedge funds and large institutions have $55.6M invested in Vanguard ESG US Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
92% more call options, than puts
Call options by funds: $845K | Put options by funds: $440K
83% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 12
62% more capital invested
Capital invested by funds: $34.4M → $55.6M (+$21.2M)
13% more funds holding
Funds holding: 48 → 54 (+6)
4.75% less ownership
Funds ownership: 24.36% → 19.6% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$8.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.82M |
| 3 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$3.64M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.64M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Column Capital Advisors
Indianapolis,
Indiana
|
-$5.12M |
| 2 |
Jane Street
New York
|
-$4.01M |
| 3 |
AFS
Annapolis Financial Services
Annapolis,
Maryland
|
-$663K |
| 4 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$589K |
| 5 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
-$393K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIA
51
Milestone Investment Advisors
Middleton,
Wisconsin
| $4.13K | +$4.1K | +68 | New |
|
|
PFBT
52
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $3.03K | +$3.01K | +50 | New |
|
53
Fidelity Investments
Boston,
Massachusetts
| $121 | +$121 | +2 | New |
|
|
CMP
54
Coston McIsaac & Partners
Bar Harbor,
Maine
| $3 | +$60 | +1 | +2% |
|
55
Creative Planning
Overland Park,
Kansas
| – | -$385K | -6,492 | Closed |
|
|
SHJ
56
Sharkey, Howes & Javer
Denver,
Colorado
| – | -$332K | -5,590 | Closed |
|
57
Citadel Advisors
Miami,
Florida
| – | -$287K | -4,828 | Closed |
|
|
LSA
58
Lion Street Advisors
Austin,
Texas
| – | -$220K | -3,704 | Closed |
|
|
RRA
59
Round Rock Advisors
Wilton,
Connecticut
| – | -$202K | -3,403 | Closed |
|
|
BC
60
Bartlett & Co
Cincinnati,
Ohio
| – | -$117K | -1,972 | Closed |
|
|
BCWM
61
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$117K | -1,972 | Closed |
|
VCEB Hedge Fund Activity: Q4 2022 in Review
54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q4 2022, worth a combined $55.6M — up 62% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VCEB positions and 7 closed out — a net gain of 7 holders — while 22 added to existing stakes and 12 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $8.48M. The largest seller was Column Capital Advisors, cutting an estimated $5.12M.
- 54 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q4 2022, up from 48 in Q3 2022.
- Funds reported $55.6M of Vanguard ESG US Corporate Bond ETF stock for Q4 2022, up 62% quarter-over-quarter.
- 14 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q4 2022 and 7 closed out, a net change of +7 holders.
- The largest Vanguard ESG US Corporate Bond ETF buyer in Q4 2022 was Truist Financial, an estimated $8.48M added.
- The largest Vanguard ESG US Corporate Bond ETF seller in Q4 2022 was Column Capital Advisors, an estimated $5.12M sold.
Based on aggregated 13F filings for Q4 2022.