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Vanguard ESG US Corporate Bond ETF

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: 7578 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
51
Keudell/Morrison Wealth Management
Oregon
$308K -$48.1K -755 -14%
EFN
52
Equita Financial Network
Pennsylvania
$269K +$54K +847 +26%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$260K -$570K -8,947 -69%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$259K +$5.99K +94 +2%
HighTower Advisors
55
HighTower Advisors
Illinois
$254K +$249K +3,902 New
AIS
56
American Investment Services
Massachusetts
$231K +$17.9K +281 +9%
RRA
57
Round Rock Advisors
Connecticut
$221K
GAM
58
Gould Asset Management
California
$215K -$252K -3,960 -54%
WLIM
59
White Lighthouse Investment Management
Massachusetts
$206K +$203K +3,182 New
SC
60
Stephens Consulting
Michigan
$191K +$187K +2,940 New
FHA
61
First Horizon Advisors
Tennessee
$176K +$1.21K +19 +0.7%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$107K +$76.1K +1,194 +267%
FGC
63
Financial Gravity Companies
Texas
$92.9K +$91.2K +1,432 New
MIA
64
Milestone Investment Advisors
Wisconsin
$71.5K +$15.2K +239 +28%
FW
65
Fairway Wealth
Ohio
$64.5K +$63.3K +993 New
WOSD
66
WFA of San Diego
California
$61.5K
Morgan Stanley
67
Morgan Stanley
New York
$57.8K +$56.7K +890 +89,000%
US Bancorp
68
US Bancorp
Minnesota
$44.5K
SPIA
69
Steward Partners Investment Advisory
New York
$43.1K +$5.16K +81 +14%
AF
70
Advisornet Financial
Minnesota
$39.8K
AWM
71
Avior Wealth Management
Nebraska
$37.7K +$64 +1 +0.2%
AWM
72
AllSquare Wealth Management
New York
$36.6K
HGERS
73
Householder Group Estate & Retirement Specialist
Arizona
$24K +$23.8K +374 New
SIS
74
Strategic Investment Solutions
Illinois
$8.27K +$64 +1 +0.8%
LFG
75
Larson Financial Group
Missouri
$6.61K +$64 +1 +1%

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.