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Vanguard ESG US Corporate Bond ETF

65 hedge funds and large institutions have $152M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

30% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $1.36M

11% more capital invested

Capital invested by funds: $137M → $152M (+$15.7M)

10% more funds holding

Funds holding: 5965 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.56% less ownership

Funds ownership: 39.8%37.24% (-2.6%)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
10
Closed
5
Calls
$1.76M
Puts
$1.36M
Net Calls
+$406K
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
First Horizon Advisors
Tennessee
$101K +$868 +14 +0.9%
US Bancorp
52
US Bancorp
Minnesota
$68.6K
WOSD
53
WFA of San Diego
California
$51.8K +$51.8K +835 New
AFS
54
Annapolis Financial Services
Maryland
$41K +$2.98K +48 +8%
SC
55
Stephens Consulting
Michigan
$36.4K
AWM
56
AllSquare Wealth Management
New York
$34.8K
CCA
57
Column Capital Advisors
Indiana
$20.6K +$186 +3 +0.9%
VAG
58
VisionPoint Advisory Group
Texas
$18.1K +$18.1K +292 New
CT
59
Caldwell Trust
Florida
$8.99K
RCM
60
Rain Capital Management
Oregon
$7K +$7.01K +113 New
FSWA
61
Financial Synergies Wealth Advisors
Texas
$6.71K +$744 +12 +13%
MIA
62
Milestone Investment Advisors
Wisconsin
$4.21K
AWM
63
Activest Wealth Management
Florida
$3.99K +$2.48K +40 New
CMP
64
Coston McIsaac & Partners
Maine
$3K +$62 +1 +2%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.05K +$1.05K +17 New
SWG
66
Summit Wealth Group
Vermont
-$3K -206,910 Closed
MMA
67
Miracle Mile Advisors
California
-$399K -6,368 Closed
LSA
68
Lion Street Advisors
Texas
-$392K -6,245 Closed
WS
69
Wedbush Securities
California
-$328K -5,229 Closed
DK
70
David Kennon
Florida
-$203K -3,230 Closed

VCEB Hedge Fund Activity: Q2 2023 in Review

65 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q2 2023, worth a combined $152M — up 11% from $137M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VCEB positions and 5 closed out — a net gain of 8 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.93M. The largest seller was LPL Financial, cutting an estimated $451K.

  • 65 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $152M of Vanguard ESG US Corporate Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 13 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q2 2023 and 5 closed out, a net change of +8 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q2 2023 was Vanguard Group, an estimated $6.93M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q2 2023 was LPL Financial, an estimated $451K sold.

Based on aggregated 13F filings for Q2 2023.