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Vanguard ESG US Corporate Bond ETF

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

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

300% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

49% more capital invested

Capital invested by funds: $233M → $347M (+$114M)

17% more funds holding

Funds holding: 7891 (+13)

10.47% more ownership

Funds ownership: 33.89%44.36% (+10%)

7% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $2.96M

Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
51
Valley National Advisers
Pennsylvania
$450K +$12.7K +201 +3%
SRB
52
Shotwell Rutter Baer
Michigan
$444K +$20.3K +322 +5%
CFG
53
Carr Financial Group
Massachusetts
$438K -$275K -4,360 -38%
Raymond James Financial
54
Raymond James Financial
Florida
$407K +$415K +6,572 New
FF
55
Financial Futures
New Jersey
$395K +$402K +6,371 New
PAG
56
Private Advisor Group
New Jersey
$372K +$18.9K +299 +5%
JP Morgan Chase
57
JP Morgan Chase
New York
$369K -$175K -2,772 -32%
UB
58
UMB Bank
Missouri
$347K +$354K +5,602 New
SWG
59
Summit Wealth Group
Vermont
$347K +$354K +5,602 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$338K +$92.2K +1,460 +37%
JAA
61
Joel Adams & Associates
North Carolina
$325K +$331K +5,242 New
LOIP
62
Live Oak Investment Partners
Texas
$311K
AIS
63
American Investment Services
Massachusetts
$308K +$89.1K +1,410 +40%
KMWM
64
Keudell/Morrison Wealth Management
Oregon
$294K +$632 +10 +0.2%
VWM
65
Verus Wealth Management
Wisconsin
$274K +$279K +4,420 New
EFN
66
Equita Financial Network
Pennsylvania
$267K +$9.98K +158 +4%
GSF
67
Grove Street Fiduciary
New Hampshire
$252K +$256K +4,058 New
RSA
68
River Street Advisors
Illinois
$248K +$252K +3,996 New
KW
69
Keyvantage Wealth
Pennsylvania
$242K +$247K +3,907 New
XPN
70
XY Planning Network
Montana
$235K +$239K +3,784 New
Osaic Holdings
71
Osaic Holdings
Arizona
$215K -$93.2K -1,476 -30%
RRA
72
Round Rock Advisors
Connecticut
$211K
Betterment LLC
73
Betterment LLC
New York
$207K +$211K +3,333 New
GAM
74
Gould Asset Management
California
$205K
PWM
75
Parkworth Wealth Management
California
$197K +$200K +3,173 New

VCEB Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q4 2024, worth a combined $347M — up 49% from $233M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VCEB positions and 5 closed out — a net gain of 15 holders — while 52 added to existing stakes and 13 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $69.5M. The largest seller was Stewardship Advisors, cutting an estimated $2.88M.

  • 91 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $347M of Vanguard ESG US Corporate Bond ETF stock for Q4 2024, up 49% quarter-over-quarter.
  • 20 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q4 2024 and 5 closed out, a net change of +15 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q4 2024 was Varma Mutual Pension Insurance Co, an estimated $69.5M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q4 2024 was Stewardship Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2024.