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Vanguard ESG US Corporate Bond ETF

38 hedge funds and large institutions have $36.2M invested in Vanguard ESG US Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

163% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $1.5M

31% more funds holding

Funds holding: 2938 (+9)

7% more capital invested

Capital invested by funds: $34M → $36.2M (+$2.25M)

0.13% more ownership

Funds ownership: 13.96%14.09% (+0.13%)

Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
5
Closed
4
Calls
$3.95M
Puts
$1.5M
Net Calls
+$2.44M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$12.9M -$5.31M -72,123 -29%
HDIM
2
Hanson & Doremus Investment Management
Vermont
$4.15M +$452K +6,132 +12%
RWP
3
RWA Wealth Partners
Massachusetts
$3.82M +$308K +4,177 +9%
HI
4
Human Investing
Oregon
$2.02M +$350K +4,756 +21%
PAG
5
Private Advisor Group
New Jersey
$1.42M +$1.42M +19,260 New
LPL Financial
6
LPL Financial
California
$1.4M +$1.11M +15,010 +377%
AFS
7
Annapolis Financial Services
Maryland
$1.21M +$13K +177 +1%
WS
8
Wedbush Securities
California
$923K +$84K +1,140 +10%
NCM
9
Northland Capital Management
Minnesota
$884K +$886K +12,029 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$789K +$791K +10,738 New
WFA
11
West Financial Advisors
Iowa
$610K +$141K +1,913 +30%
Osaic Holdings
12
Osaic Holdings
Arizona
$598K +$65.4K +888 +12%
Wells Fargo
13
Wells Fargo
California
$503K +$460K +6,243 +1,032%
AFA
14
Arlington Financial Advisors
California
$473K +$474K +6,437 New
WCWM
15
Willow Creek Wealth Management
California
$423K +$135K +1,833 +47%
PFM
16
Parsec Financial Management
North Carolina
$420K +$421K +5,721 New
RJA
17
Raymond James & Associates
Florida
$371K +$957 +13 +0.3%
DFA
18
DHK Financial Advisors
New Hampshire
$349K +$350K +4,752 New
Creative Planning
19
Creative Planning
Kansas
$343K -$39.8K -540 -10%
Bank of America
20
Bank of America
North Carolina
$295K +$20.4K +277 +7%
CCA
21
Column Capital Advisors
Indiana
$282K
HighTower Advisors
22
HighTower Advisors
Illinois
$263K +$36.2K +491 +16%
CF
23
Corrigan Financial
Rhode Island
$240K +$241K +3,267 New
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$236K +$159K +2,163 +207%
OFP
25
OLIO Financial Planning
Virginia
$203K +$204K +2,767 New

VCEB Hedge Fund Activity: Q4 2021 in Review

38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q4 2021, worth a combined $36.2M — up 6.6% from $34M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VCEB positions and 4 closed out — a net gain of 9 holders — while 16 added to existing stakes and 5 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $1.42M. The largest seller was Jane Street, cutting an estimated $5.31M.

  • 38 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q4 2021, up from 29 in Q3 2021.
  • Funds reported $36.2M of Vanguard ESG US Corporate Bond ETF stock for Q4 2021, up 6.6% quarter-over-quarter.
  • 13 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q4 2021 and 4 closed out, a net change of +9 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q4 2021 was Private Advisor Group, an estimated $1.42M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q4 2021 was Jane Street, an estimated $5.31M sold.

Based on aggregated 13F filings for Q4 2021.