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Vanguard ESG US Corporate Bond ETF

29 hedge funds and large institutions have $34M invested in Vanguard ESG US Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

120% more call options, than puts

Call options by funds: $863K | Put options by funds: $392K

56% more capital invested

Capital invested by funds: $21.8M → $34M (+$12.2M)

45% more funds holding

Funds holding: 2029 (+9)

1.26% more ownership

Funds ownership: 12.69%13.96% (+1.3%)

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
1
Closed
1
Calls
$863K
Puts
$392K
Net Calls
+$471K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$18.2M +$11.5M +153,798 +165%
HDIM
2
Hanson & Doremus Investment Management
Vermont
$3.72M +$3.77M +50,366 New
RWP
3
RWA Wealth Partners
Massachusetts
$3.53M +$42.8K +572 +1%
HI
4
Human Investing
Oregon
$1.68M +$309K +4,137 +22%
AFS
5
Annapolis Financial Services
Maryland
$1.2M
WS
6
Wedbush Securities
California
$843K +$210K +2,809 +33%
Osaic Holdings
7
Osaic Holdings
Arizona
$535K +$91.9K +1,229 +20%
Citadel Advisors
8
Citadel Advisors
Florida
$494K -$4.32M -57,823 -90%
WFA
9
West Financial Advisors
Iowa
$472K +$139K +1,863 +41%
Creative Planning
10
Creative Planning
Kansas
$384K +$61.8K +826 +19%
RJA
11
Raymond James & Associates
Florida
$372K +$102K +1,362 +37%
LPL Financial
12
LPL Financial
California
$294K +$83.8K +1,121 +39%
WCWM
13
Willow Creek Wealth Management
California
$289K +$293K +3,921 New
CCA
14
Column Capital Advisors
Indiana
$283K
Bank of America
15
Bank of America
North Carolina
$275K +$53.9K +720 +24%
HighTower Advisors
16
HighTower Advisors
Illinois
$228K
COCM
17
Charter Oak Capital Management
New Hampshire
$210K +$25.4K +339 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$205K +$5.61K +75 +3%
UBS Group
19
UBS Group
Switzerland
$134K +$136K +1,821 New
WT
20
Whittier Trust
California
$128K
FHA
21
First Horizon Advisors
Tennessee
$124K +$126K +1,689 New
BAM
22
Baldrige Asset Management
Pennsylvania
$91K
SWM
23
Spire Wealth Management
Virginia
$89K +$89.8K +1,201 New
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$77K +$78K +1,043 New
Wells Fargo
25
Wells Fargo
California
$45K +$45.3K +605 New

VCEB Hedge Fund Activity: Q3 2021 in Review

29 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q3 2021, worth a combined $34M — up 56% from $21.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VCEB positions and 1 closed out — a net gain of 9 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, adding an estimated $11.5M. The largest seller was Citadel Advisors, cutting an estimated $4.32M.

  • 29 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q3 2021, up from 20 in Q2 2021.
  • Funds reported $34M of Vanguard ESG US Corporate Bond ETF stock for Q3 2021, up 56% quarter-over-quarter.
  • 10 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q3 2021 and 1 closed out, a net change of +9 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q3 2021 was Jane Street, an estimated $11.5M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2021.