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Vanguard ESG US Corporate Bond ETF

20 hedge funds and large institutions have $21.8M invested in Vanguard ESG US Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

120% more call options, than puts

Call options by funds: $864K | Put options by funds: $392K

25% more funds holding

Funds holding: 1620 (+4)

24% more capital invested

Capital invested by funds: $17.5M → $21.8M (+$4.22M)

1.53% less ownership

Funds ownership: 14.22%12.69% (-1.5%)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
2
Closed
2
Calls
$864K
Puts
$392K
Net Calls
+$472K
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$6.95M +$6.84M +93,301 New
Citadel Advisors
2
Citadel Advisors
Florida
$4.81M -$7.5M -102,267 -61%
RWP
3
RWA Wealth Partners
Massachusetts
$3.52M +$3.47M +47,287 New
HI
4
Human Investing
Oregon
$1.39M +$289K +3,940 +27%
AFS
5
Annapolis Financial Services
Maryland
$1.21M +$1.19M +16,233 New
WS
6
Wedbush Securities
California
$642K +$245K +3,344 +63%
Osaic Holdings
7
Osaic Holdings
Arizona
$450K +$41.6K +567 +10%
WFA
8
West Financial Advisors
Iowa
$338K +$170K +2,323 +105%
Creative Planning
9
Creative Planning
Kansas
$326K -$53.4K -728 -14%
CCA
10
Column Capital Advisors
Indiana
$285K
RJA
11
Raymond James & Associates
Florida
$274K +$20.5K +280 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$238K +$235K +3,206 New
HighTower Advisors
13
HighTower Advisors
Illinois
$231K
Bank of America
14
Bank of America
North Carolina
$224K +$218K +2,975 +8,750%
LPL Financial
15
LPL Financial
California
$213K +$210K +2,865 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$202K +$132K +1,800 +198%
COCM
17
Charter Oak Capital Management
New Hampshire
$187K +$293 +4 +0.2%
WT
18
Whittier Trust
California
$129K
BAM
19
Baldrige Asset Management
Pennsylvania
$92K +$90.4K +1,233 New
AWM
20
AllSquare Wealth Management
New York
$42K
LWM
21
Liberty Wealth Management
California
$2K
HDIM
22
Hanson & Doremus Investment Management
Vermont
-$1.72M -23,758 Closed
SFS
23
Sowell Financial Services
Arkansas
-$173K -2,366 Closed

VCEB Hedge Fund Activity: Q2 2021 in Review

20 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q2 2021, worth a combined $21.8M — up 24% from $17.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VCEB positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.84M. The largest seller was Citadel Advisors, cutting an estimated $7.5M.

  • 20 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q2 2021, up from 16 in Q1 2021.
  • Funds reported $21.8M of Vanguard ESG US Corporate Bond ETF stock for Q2 2021, up 24% quarter-over-quarter.
  • 6 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q2 2021 and 2 closed out, a net change of +4 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q2 2021 was Jane Street, an estimated $6.84M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $7.5M sold.

Based on aggregated 13F filings for Q2 2021.