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Vanguard ESG US Corporate Bond ETF
VCEB

Overview Fund Activity

91 hedge funds and large institutions have $347M invested in Vanguard ESG US Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
52
Reduced
13
Closed
5
Calls
$2.75M
Puts
$2.96M
Net Calls
-$201K
Net Calls Change
-$2.19M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$68.2M
2
EP
Essential Planning
New Hampshire
$26M
3
Vanguard Group
Vanguard Group
Pennsylvania
$80.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
$7.69M
5
Mariner
Mariner
Kansas
$6.29M

Top Sellers

1
SA
Stewardship Advisors
Pennsylvania
$821K
2
NCM
Northland Capital Management
Minnesota
$0
3
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$19.7M
4
Cerity Partners
Cerity Partners
New York
$3.17M
5
LOIP
Live Oak Investment Partners
Texas
$311K
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
51
Valley National Advisers
Pennsylvania
$450K +$12.5K +201 +3%
SRB
52
Shotwell Rutter Baer
Michigan
$444K +$19.7K +322 +5%
CFG
53
Carr Financial Group
Massachusetts
$438K -$270K -4,360 -38%
Raymond James Financial
54
Raymond James Financial
Florida
$407K +$407K +6,572 New
FF
55
Financial Futures
New Jersey
$395K +$395K +6,371 New
PAG
56
Private Advisor Group
New Jersey
$372K +$18.5K +299 +5%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$369K -$172K -2,772 -32%
UB
58
UMB Bank
Missouri
$347K +$347K +5,602 New
SWG
59
Summit Wealth Group
Vermont
$347K +$347K +5,602 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$338K +$90.5K +1,460 +37%
JAA
61
Joel Adams & Associates
North Carolina
$325K +$325K +5,242 New
LOIP
62
Live Oak Investment Partners
Texas
$311K -$325K – –
AIS
63
American Investment Services
Massachusetts
$308K +$87.4K +1,410 +40%
KMWM
64
Keudell/Morrison Wealth Management
Oregon
$294K +$620 +10 +0.2%
VWM
65
Verus Wealth Management
Wisconsin
$274K +$274K +4,420 New
EFN
66
Equita Financial Network
Pennsylvania
$267K +$9.79K +158 +4%
GSF
67
Grove Street Fiduciary
New Hampshire
$252K +$252K +4,058 New
RSA
68
River Street Advisors
Illinois
$248K +$248K +3,996 New
KW
69
Keyvantage Wealth
Pennsylvania
$242K +$242K +3,907 New
XPN
70
XY Planning Network
Montana
$235K +$235K +3,784 New
Osaic Holdings
71
Osaic Holdings
Arizona
$215K -$91.5K -1,476 -30%
RRA
72
Round Rock Advisors
Connecticut
$211K – – –
Betterment LLC
73
Betterment LLC
New York
$207K +$207K +3,333 New
GAM
74
Gould Asset Management
California
$205K – – –
PWM
75
Parkworth Wealth Management
California
$197K +$197K +3,173 New
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