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Vanguard ESG US Corporate Bond ETF

16 hedge funds and large institutions have $17.5M invested in Vanguard ESG US Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $9.52M → $17.5M (+$8.01M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

7% more funds holding

Funds holding: 1516 (+1)

1.74% more ownership

Funds ownership: 12.48%14.22% (+1.7%)

77% less call options, than puts

Call options by funds: $637K | Put options by funds: $2.73M

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
Closed
5
Calls
$637K
Puts
$2.73M
Net Calls
-$2.1M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$12.1M +$7.96M +107,704 +182%
HDIM
2
Hanson & Doremus Investment Management
Vermont
$1.72M +$1.76M +23,758 New
HI
3
Human Investing
Oregon
$1.07M +$858K +11,616 +377%
Osaic Holdings
4
Osaic Holdings
Arizona
$396K +$176K +2,388 +78%
WS
5
Wedbush Securities
California
$382K +$63.6K +860 +19%
Creative Planning
6
Creative Planning
Kansas
$370K +$61K +826 +19%
CCA
7
Column Capital Advisors
Indiana
$278K
RJA
8
Raymond James & Associates
Florida
$247K +$251K +3,400 New
HighTower Advisors
9
HighTower Advisors
Illinois
$225K +$229K +3,098 New
COCM
10
Charter Oak Capital Management
New Hampshire
$182K +$222 +3 +0.1%
SFS
11
Sowell Financial Services
Arkansas
$173K
WFA
12
West Financial Advisors
Iowa
$160K
WT
13
Whittier Trust
California
$125K +$39K +528 +44%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$66K +$67.2K +909 New
AWM
15
AllSquare Wealth Management
New York
$41K +$41.7K +564 New
Bank of America
16
Bank of America
North Carolina
$2K +$2.51K +34 New
Jane Street
17
Jane Street
New York
-$2.8M -36,708 Closed
CPFP
18
Clear Perspectives Financial Planning
Ohio
-$152K -2,000 Closed
UBS Group
19
UBS Group
Switzerland
-$5K -60 Closed
FCH
20
Freestone Capital Holdings
Washington
-$1.6K -21 Closed

VCEB Hedge Fund Activity: Q1 2021 in Review

16 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q1 2021, worth a combined $17.5M — up 84% from $9.52M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VCEB positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.96M. The largest seller was Jane Street, exiting entirely with an estimated $2.8M sold.

  • 16 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q1 2021, up from 15 in Q4 2020.
  • Funds reported $17.5M of Vanguard ESG US Corporate Bond ETF stock for Q1 2021, up 84% quarter-over-quarter.
  • 6 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q1 2021 and 5 closed out, a net change of +1 holder.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q1 2021 was Citadel Advisors, an estimated $7.96M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q1 2021 was Jane Street, an estimated $2.8M sold.

Based on aggregated 13F filings for Q1 2021.