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Vanguard ESG US Corporate Bond ETF
VCEB

69 hedge funds and large institutions have $154M invested in Vanguard ESG US Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

6% more funds holding

Funds holding: 65 → 69 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

14.34% less ownership

Funds ownership: 42.84% → 28.5% (-14%)

31% less capital invested

Capital invested by funds: $223M → $154M (-$68.9M)

87% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $14.9M

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
37
Reduced
7
Closed
8
Calls
$1.87M
Puts
$14.9M
Net Calls
-$13M
Net Calls Change
+$6.14M

Top Buyers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
+$4.92M
2
DC
DeDora Capital
California
+$1.62M
3
HDIM
Hanson & Doremus Investment Management
Vermont
+$1.59M
4
NA
NewEdge Advisors
Louisiana
+$1.12M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$61.4M
2
Jane Street
Jane Street
New York
-$6.25M
3
EB
Eastern Bank
Massachusetts
-$5.69M
4
NYLIM
New York Life Investment Management
New York
-$853K
5
AFS
Annapolis Financial Services
Maryland
-$773K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$203K +$203K +3,241 New
Creative Planning
52
Creative Planning
Kansas
$203K +$202K +3,233 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$142K – – –
NCTC
54
New Covenant Trust Company
Indiana
$118K +$117K +1,877 New
SWM
55
Spire Wealth Management
Virginia
$114K – – –
FHA
56
First Horizon Advisors
Tennessee
$105K +$751 +12 +0.7%
US Bancorp
57
US Bancorp
Minnesota
$54.7K -$24.7K -394 -31%
MIA
58
Milestone Investment Advisors
Wisconsin
$54.2K +$50.3K +804 +1,363%
AF
59
Advisornet Financial
Minnesota
$38.5K – – –
Morgan Stanley
60
Morgan Stanley
New York
$38.3K +$38.2K +610 New
AWM
61
AllSquare Wealth Management
New York
$35.4K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$20K +$19.9K +318 New
VAG
63
VisionPoint Advisory Group
Texas
$14.7K +$376 +6 +3%
FSWA
64
Financial Synergies Wealth Advisors
Texas
$8.66K +$3.25K +52 +60%
RCM
65
Rain Capital Management
Oregon
$7.31K – – –
LFG
66
Larson Financial Group
Missouri
$6.25K +$63 +1 +1%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$4.53K – – –
CMP
68
Coston McIsaac & Partners
Maine
$3K +$63 +1 +2%
CT
69
Cambridge Trust
Massachusetts
$2.2K +$2.19K +35 New
Jane Street
70
Jane Street
New York
– -$6.25M -98,587 Closed
EB
71
Eastern Bank
Massachusetts
– -$5.69M -89,819 Closed
NYLIM
72
New York Life Investment Management
New York
– -$853K -13,463 Closed
AFS
73
Annapolis Financial Services
Maryland
– -$773K -12,194 Closed
SRB
74
Shotwell Rutter Baer
Michigan
– -$413K -6,526 Closed
BW
75
BIP Wealth
Georgia
– -$281K -4,435 Closed
1 2
3
4

VCEB Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q1 2024, worth a combined $154M — down 31% from $223M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VCEB positions and 8 closed out — a net gain of 4 holders — while 37 added to existing stakes and 7 trimmed.

The largest buyer was SageView Advisory Group, opening a new position worth an estimated $4.92M. The largest seller was Vanguard Group, cutting an estimated $61.4M.

  • 69 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $154M of Vanguard ESG US Corporate Bond ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 12 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q1 2024 and 8 closed out, a net change of +4 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $4.92M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q1 2024 was Vanguard Group, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2024.