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Vanguard ESG US Corporate Bond ETF

65 hedge funds and large institutions have $223M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

36% more capital invested

Capital invested by funds: $163M → $223M (+$59.1M)

7% more funds holding

Funds holding: 6165 (+4)

3.69% more ownership

Funds ownership: 39.15%42.84% (+3.7%)

94% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $20.4M

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
19
Closed
3
Calls
$1.21M
Puts
$20.4M
Net Calls
-$19.2M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
51
American Investment Services
Massachusetts
$202K +$192K +3,186 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$144K
FGAM
53
Financial Gravity Asset Management
Texas
$138K +$131K +2,171 New
SWM
54
Spire Wealth Management
Virginia
$114K -$71.1K -1,176 -39%
FHA
55
First Horizon Advisors
Tennessee
$105K +$1.39K +23 +1%
US Bancorp
56
US Bancorp
Minnesota
$80.2K +$5.8K +96 +8%
AF
57
Advisornet Financial
Minnesota
$38.9K -$66.6K -1,102 -64%
SC
58
Stephens Consulting
Michigan
$37.3K
AWM
59
AllSquare Wealth Management
New York
$35.7K
VAG
60
VisionPoint Advisory Group
Texas
$14.5K +$13.8K +228 New
RCM
61
Rain Capital Management
Oregon
$7.33K +$121 +2 +2%
FCG
62
Financial Connections Group
California
$7K +$6.77K +112 New
LFG
63
Larson Financial Group
Missouri
$6.28K
FSWA
64
Financial Synergies Wealth Advisors
Texas
$5.21K -$1.87K -31 -26%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$4.58K +$4.35K +72 New
MIA
66
Milestone Investment Advisors
Wisconsin
$3.74K -$544 -9 -13%
CMP
67
Coston McIsaac & Partners
Maine
$3K +$60 +1 +2%
Citadel Advisors
68
Citadel Advisors
Florida
-$821K -13,823 Closed
CAN
69
Cetera Advisor Networks
California
-$225K -3,791 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-$22.2K -373 Closed

VCEB Hedge Fund Activity: Q4 2023 in Review

65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q4 2023, worth a combined $223M — up 36% from $163M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VCEB positions and 3 closed out — a net gain of 8 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $20.3M. The largest seller was Northland Capital Management, cutting an estimated $1.16M.

  • 65 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $223M of Vanguard ESG US Corporate Bond ETF stock for Q4 2023, up 36% quarter-over-quarter.
  • 11 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q4 2023 and 3 closed out, a net change of +8 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q4 2023 was Vanguard Group, an estimated $20.3M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q4 2023 was Northland Capital Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2023.